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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2576
Sound Income Strategies
Florida
$317K -$19.4K -366 -6%
VBWMG
2577
Von Berge Wealth Management Group
California
$317K +$636 +12 +0.2%
HCM
2578
Howland Capital Management
Massachusetts
$317K +$33.9K +640 +11%
OWM
2579
OneAscent Wealth Management
Alabama
$317K +$330K +6,226 New
CWM
2580
Cahaba Wealth Management
Georgia
$316K +$13.7K +259 +4%
MIG
2581
McGuire Investment Group
Rhode Island
$315K -$5.88K -111 -2%
FMP
2582
Financial Management Professionals
Texas
$315K +$50.2K +947 +18%
CWA
2583
Capital Wealth Alliance
Arizona
$315K +$328K +6,191 New
BWM
2584
BT Wealth Management
Georgia
$314K +$9.06K +171 +3%
OWA
2585
Opal Wealth Advisors
New York
$314K +$41K +774 +14%
MAM
2586
Marotta Asset Management
Virginia
$314K +$5.72K +108 +2%
AC
2587
Avestar Capital
New York
$311K -$47.3K -893 -13%
MWM
2588
Marion Wealth Management
Pennsylvania
$311K – – –
HWA
2589
HHM Wealth Advisors
Tennessee
$311K +$45K +850 +16%
FC
2590
Financial Council
Maryland
$310K -$23.6K -445 -7%
EBA
2591
Eagle Bay Advisors
New York
$309K -$39.7K -750 -11%
HGWM
2592
Horst & Graben Wealth Management
Oregon
$309K +$2.49K +47 +0.8%
MW
2593
MBL Wealth
North Carolina
$309K +$322K +6,072 New
WIC
2594
Wilkins Investment Counsel
Massachusetts
$308K -$84.8K -1,600 -21%
CWM
2595
CarsonAllaria Wealth Management
Illinois
$307K +$3.81K +72 +1%
SFS
2596
Security Financial Services
Indiana
$306K – – –
PPWM
2597
Paragon Private Wealth Management
Kentucky
$306K +$28.8K +544 +10%
MAA
2598
Mraz Amerine & Associates
California
$306K +$42.4K +800 +15%
SMA
2599
Sage Mountain Advisors
Georgia
$305K -$101K -1,915 -24%
NCM
2600
Next Capital Management
New York
$305K +$317K +5,989 New
102 103
104
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