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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1826
Investment Partners
Ohio
$670K +$3.38K +72 +0.5%
LMFP
1827
Larry Mathis Financial Planning
Arizona
$670K +$743K +15,829 New
IWM
1828
Iams Wealth Management
Nebraska
$670K +$215K +4,584 +41%
PAG
1829
Powers Advisory Group
Illinois
$669K +$563 +12 +0.1%
EI
1830
Ellevest Inc
New York
$668K -$12.6K -268 -2%
OL
1831
one8zero8 LLC
North Carolina
$668K -$23.5K -500 -3%
CCG
1832
Ceeto Capital Group
Florida
$668K – – –
CCP
1833
Cane Capital Partners
Louisiana
$667K +$83.5K +1,780 +13%
OFO
1834
OneAscent Family Office
Alabama
$667K +$60.8K +1,295 +9%
PBK
1835
Peoples Bank (Kansas)
Kansas
$664K -$26.7K -570 -4%
WAL
1836
W Advisors LLC
Tennessee
$662K +$16.5K +351 +2%
GI
1837
Gradient Investments
Minnesota
$662K +$525K +11,193 +252%
1CP
1838
17 Capital Partners
Arizona
$661K -$141 -3 -0%
MAG
1839
MRA Advisory Group
New Jersey
$661K +$209K +4,459 +40%
FWA
1840
FSM Wealth Advisors
Ohio
$661K +$60.9K +1,299 +9%
PPWM
1841
Paragon Private Wealth Management
Kentucky
$661K -$74.2K -1,582 -9%
TCM
1842
Triumph Capital Management
Colorado
$660K -$47 -1 -0%
VW
1843
Vantus Wealth
Pennsylvania
$657K +$728K +15,518 New
HCM
1844
Hodges Capital Management
Texas
$655K -$4.93K -105 -0.7%
CFO
1845
Cambient Family Office
Michigan
$654K -$67.6K -1,440 -9%
AWS
1846
Aspen Wealth Strategies
Colorado
$654K +$281 +6 +0%
FC
1847
FCA Corp
Texas
$654K +$88.3K +1,882 +14%
SLI
1848
Sumitomo Life Insurance
Japan
$653K -$39.3K -837 -5%
SDH
1849
Sloy Dahl & Holst
Washington
$652K -$133K -2,825 -15%
FH
1850
FWG Holdings
Florida
$652K +$659K +14,051 New
72 73
74
75 76