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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3151
TAGStone Capital
North Carolina
$862K +$1.7K +5 +0.2%
JDLA
3152
J. Derek Lewis & Associates
California
$861K +$837K +2,456 New
OA
3153
Operose Advisors
Wisconsin
$861K +$83.5K +245 +11%
CC
3154
Clearwave Capital
California
$861K +$836K +2,455 New
QA
3155
Quattro Advisors
Pennsylvania
$860K +$836K +2,454 New
IFU
3156
iSAM Funds (UK)
United Kingdom
$860K +$835K +2,451 New
LFA
3157
Laraway Financial Advisors
Minnesota
$859K – – –
OIS
3158
OneAscent Investment Solutions
Alabama
$859K +$3.41K +10 +0.4%
MFF
3159
Michels Family Financial
Texas
$858K +$40.2K +118 +5%
MPIA
3160
Mountain Pacific Investment Advisers
Idaho
$857K +$1.02K +3 +0.1%
DWP
3161
Destiny Wealth Partners
Florida
$857K -$341 -1 -0%
BF
3162
Brucke Financial
Indiana
$856K -$31.3K -92 -4%
OBWA
3163
Oak Barrel Wealth Advisory
Virginia
$855K +$831K +2,438 New
TCM
3164
Tandem Capital Management
New Jersey
$855K – – –
UOTTAIMCU
3165
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$855K +$613K +1,799 +282%
KW
3166
KWB Wealth
California
$852K -$296K -869 -26%
CPL
3167
CAP Partners LLC
Tennessee
$852K +$341 +1 +0%
MWA
3168
Midland Wealth Advisors
Illinois
$850K -$159K -467 -16%
PVM
3169
Palogic Value Management
Texas
$848K – – –
SWM
3170
Scissortail Wealth Management
Oklahoma
$847K – – –
AWS
3171
Aspen Wealth Strategies
Colorado
$846K -$31.3K -92 -4%
CPC
3172
Consolidated Planning Corp
Georgia
$846K -$36.1K -106 -4%
EB
3173
Exchange Bank
California
$845K +$33.4K +98 +4%
OWM
3174
OneAscent Wealth Management
Alabama
$843K -$17.7K -52 -2%
GCM
3175
Gator Capital Management
Florida
$839K – – –
125 126
127
128 129