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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
MOKAN Wealth Management
Kansas
$589K +$621K +14,729 New
AO
1902
Advisor OS
Illinois
$588K +$16.9K +401 +3%
HBW
1903
Hazlett, Burt & Watson
West Virginia
$587K +$38.1K +904 +7%
WAL
1904
W Advisors LLC
Tennessee
$586K -$23.3K -552 -4%
HFRG
1905
Houlihan Financial Resource Group
Virginia
$585K -$42.5K -1,007 -6%
CFA
1906
CWS Financial Advisors
Michigan
$584K +$22.1K +524 +4%
ACM
1907
Aljian Capital Management
Nevada
$583K -$59.1K -1,400 -9%
OFS
1908
OneAscent Financial Services
Alabama
$583K +$162K +3,846 +36%
MIA
1909
MeadowBrook Investment Advisors
Michigan
$582K +$3.38K +80 +0.6%
FPB
1910
First PREMIER Bank
South Dakota
$582K -$8.44K -200 -1%
PPC
1911
Park Place Capital
Alabama
$582K -$195K -4,625 -24%
DG
1912
DMC Group
Alabama
$581K +$127 +3 +0%
FWM
1913
Focused Wealth Management
New York
$581K +$6.41K +152 +1%
AFM
1914
Abbot Financial Management
Massachusetts
$580K – – –
HNWAG
1915
High Net Worth Advisory Group
Florida
$580K -$69.9K -1,656 -10%
RCM
1916
RB Capital Management
Nevada
$579K -$49.4K -1,171 -7%
MGAM
1917
McGowan Group Asset Management
Texas
$578K -$232K -5,490 -28%
FFO
1918
Fortitude Family Office
Arizona
$578K -$93.5K -2,216 -13%
RF
1919
Rossby Financial
Florida
$576K +$608K +14,413 New
SAM
1920
Summit Asset Management
Tennessee
$576K +$7.8K +185 +1%
VI
1921
Versor Investments
New York
$576K +$607K +14,400 New
AB
1922
ANB Bank
Colorado
$575K +$607K +14,387 New
HT
1923
Heritage Trust
Oklahoma
$575K +$606K +14,374 New
IC
1924
Iconiq Capital
California
$572K +$266K +6,309 +79%
UFF
1925
USA Financial Formulas
Michigan
$572K +$46.5K +1,103 +8%
75 76
77
78 79