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Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
2151
OneAscent Family Office
Alabama
$434K +$26.8K +620 +7%
RWA
2152
Redmont Wealth Advisors
Illinois
$433K – – –
WTG
2153
West Tower Group
Virginia
$433K – – –
GH
2154
GAM Holding
Switzerland
$433K +$433K +10,000 New
GWM
2155
GK Wealth Management
Nevada
$433K -$45.9K -1,061 -10%
PSP
2156
Pacific Sage Partners
Washington
$433K +$6.02K +139 +1%
DA
2157
Detalus Advisors
Missouri
$431K +$2.38K +55 +0.6%
EMAM
2158
Encompass More Asset Management
California
$430K +$222K +5,119 +106%
SWM
2159
SFG Wealth Management
Maryland
$430K – – –
MWM
2160
Mattern Wealth Management
Kansas
$430K +$5.11K +118 +1%
AWM
2161
Angeles Wealth Management
California
$429K +$105K +2,422 +32%
SIM
2162
Stratos Investment Management
Ohio
$428K +$88.4K +2,041 +26%
AA
2163
Apriem Advisors
California
$427K +$17.6K +406 +4%
CCG
2164
Chatham Capital Group
Georgia
$426K +$1.39K +32 +0.3%
BAM
2165
Boyar Asset Management
New York
$421K – – –
FAFN
2166
First Affirmative Financial Network
Colorado
$421K +$3.59K +83 +0.9%
GC
2167
GatePass Capital
Ohio
$421K -$384K -8,873 -48%
CFFP
2168
Center for Financial Planning
Michigan
$419K -$23.9K -551 -5%
SCP
2169
Sivia Capital Partners
California
$418K -$5.85K -135 -1%
HS
2170
Horan Securities
United States
$418K +$26.5K +612 +7%
JWS
2171
Juncture Wealth Strategies
Arizona
$418K +$219K +5,050 +110%
BOPW
2172
Brandywine Oak Private Wealth
Pennsylvania
$417K +$6.93K +160 +2%
NAMNJ
2173
NorthStar Asset Management (New Jersey)
New Jersey
$417K +$26.5K +611 +7%
RK
2174
Rather & Kittrell
Tennessee
$416K +$3.64K +84 +0.9%
WBCM
2175
Wilson & Boucher Capital Management
California
$414K – – –
85 86
87
88 89