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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2576
Bowman & Company
Wisconsin
$626K +$58.3K +289 +11%
WEPOG
2577
Wealth Enhancement & Preservation of GA
Georgia
$625K +$154K +764 +34%
OWM
2578
OneAscent Wealth Management
Alabama
$625K -$21K -104 -3%
PWMG
2579
Provence Wealth Management Group
California
$625K +$607K +3,008 New
SIAG
2580
Safeguard Investment Advisory Group
California
$621K +$5.85K +29 +1%
OIA
2581
Optimum Investment Advisors
Illinois
$619K – – –
VC
2582
Vicus Capital
Pennsylvania
$618K -$49.8K -247 -8%
LAS
2583
LWM Advisory Services
Florida
$617K -$450K -2,230 -44%
MS
2584
Mizuho Securities
Japan
$617K -$1.08M -5,367 -64%
ZIG
2585
Zuckerman Investment Group
Illinois
$616K +$76.6K +380 +15%
LFA
2586
Laraway Financial Advisors
Minnesota
$613K – – –
PWP
2587
Phillips Wealth Planners
Mississippi
$611K +$538K +2,669 New
VAG
2588
VisionPoint Advisory Group
Texas
$610K -$4.84K -24 -0.9%
PWA
2589
Primoris Wealth Advisors
Florida
$609K +$16.1K +80 +3%
MTIC
2590
Missouri Trust & Investment Company
Missouri
$607K -$14.1K -70 -2%
CWM
2591
Cahaba Wealth Management
Georgia
$606K +$53.8K +267 +10%
ESBC
2592
E.S. Barr & Co
Kentucky
$606K – – –
LA
2593
Legacy Advisors
Pennsylvania
$605K -$362K -1,796 -38%
EIP
2594
Ellis Investment Partners
Pennsylvania
$604K +$1.21K +6 +0.2%
VCM
2595
Vivaldi Capital Management
Illinois
$603K +$109K +541 +24%
LIG
2596
Lokken Investment Group
Delaware
$603K +$22.2K +110 +4%
CAG
2597
Curtis Advisory Group
California
$603K -$31.3K -155 -5%
SWA
2598
SOA Wealth Advisors
New York
$602K +$9.07K +45 +2%
PHAM
2599
Palisades Hudson Asset Management
Florida
$602K +$1.21K +6 +0.2%
TNA
2600
True North Advisors
Texas
$601K +$1.41K +7 +0.2%
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