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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
801
OneAscent Wealth Management
Alabama
$303K +$5.82K +43 +2%
RWM
802
Ritholtz Wealth Management
New York
$300K +$19.7K +146 +7%
CI
803
Conning Inc
Connecticut
$299K -$21.6K -160 -7%
BMC
804
Beaton Management Company
Massachusetts
$298K – – –
AFO
805
Arrowroot Family Office
California
$298K +$27.2K +201 +10%
WCM
806
WealthBridge Capital Management
Ohio
$298K – – –
MMA
807
Miracle Mile Advisors
California
$296K +$299K +2,210 New
SWM
808
SeaCrest Wealth Management
New York
$295K -$9.87K -73 -3%
EWA
809
Elevate Wealth Advisory
Georgia
$294K +$135 +1 +0%
FFBTD
810
First Financial Bank - Trust Division
Ohio
$294K – – –
JWM
811
JGP Wealth Management
Oregon
$292K -$406 -3 -0.1%
PFA
812
Pathway Financial Advisers
Indiana
$292K +$7.17K +53 +2%
CWG
813
Cornerstone Wealth Group
North Carolina
$292K +$3.25K +24 +1%
GIA
814
Gladstone Institutional Advisory
Florida
$290K +$11.1K +82 +4%
HAIM
815
Hunter Associates Investment Management
Pennsylvania
$290K +$18.7K +138 +7%
UAML
816
US Asset Management LLC
Pennsylvania
$289K -$3.65K -27 -1%
WPW
817
Waldron Private Wealth
Pennsylvania
$289K +$7.58K +56 +3%
NWM
818
Northcape Wealth Management
New York
$288K – – –
WCM
819
Windward Capital Management
California
$287K -$25.2K -186 -8%
LBC
820
Lowe Brockenbrough & Co
Virginia
$286K – – –
KAS
821
KPP Advisory Services
Kentucky
$286K -$406 -3 -0.1%
PIP
822
Peachtree Investment Partners
Florida
$286K -$5.14K -38 -2%
CWM
823
Cornerstone Wealth Management
Missouri
$286K +$49.1K +363 +21%
PWP
824
Principle Wealth Partners
Connecticut
$284K – – –
LSA
825
Leonteq Securities AG
Switzerland
$282K +$238K +1,760 +512%
31 32
33
34 35