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Name Holding Trade Value Shares
Change 		Change in
Stake
DGM
901
Delta Global Management
New York
$239K +$242K +995 New
SCA
902
Stillwater Capital Advisors
Pennsylvania
$238K – – –
DAS
903
Dynamic Advisor Solutions
Arizona
$238K -$13.9K -57 -5%
WIM
904
Westside Investment Management
California
$236K – – –
FW
905
FullCircle Wealth
Texas
$236K +$487 +2 +0.2%
LCWP
906
Legacy Capital Wealth Partners
Arkansas
$235K +$4.14K +17 +2%
QWP
907
Quotient Wealth Partners
Texas
$234K -$34.6K -142 -13%
HBS
908
Howard Bailey Securities
Indiana
$232K +$6.58K +27 +3%
OCM
909
One Capital Management
California
$232K -$487 -2 -0.2%
SS
910
Sunbelt Securities
Texas
$231K -$8.53K -35 -4%
SBFM
911
S-Bank Fund Management
Finland
$231K -$20K -82 -8%
KCM
912
KRS Capital Management
Michigan
$230K – – –
OWM
913
OneAscent Wealth Management
Alabama
$230K +$7.31K +30 +3%
LAM
914
L2 Asset Management
Massachusetts
$230K +$14.4K +59 +7%
WSWA
915
Warren Street Wealth Advisors
California
$229K +$15.3K +63 +7%
1WM
916
1858 Wealth Management
Ohio
$228K – – –
RDWM
917
Red Door Wealth Management
Tennessee
$227K +$11.4K +47 +5%
TSS
918
Two Sigma Securities
New York
$226K -$453K -1,861 -66%
DDPIC
919
Deroy & Devereaux Private Investment Counsel
Michigan
$224K – – –
OC
920
Oarsman Capital
Wisconsin
$223K -$29.2K -120 -11%
MWM
921
Mindset Wealth Management
Indiana
$222K +$225K +925 New
NP
922
NorthRock Partners
Minnesota
$221K +$224K +920 New
PFM
923
Patton Fund Management
Texas
$221K +$224K +919 New
RCA
924
Resonant Capital Advisors
Wisconsin
$217K +$221K +906 New
FCM
925
Fourpath Capital Management
Oklahoma
$216K – – –
35 36
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38 39