OACP(OACP)
OACP
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| OneAscent Financial Services LLC | 5.63M | Jun 30, 26 | +100.56K | 76.03% |
| OneAscent Wealth Management LLC | 2.59M | Jun 30, 26 | +30.51K | 35.04% |
| Atria Investments, Inc | 672.89K | Jun 30, 26 | -17.83K | 9.09% |
| OneAscent Family Office, LLC | 435.28K | Jun 30, 26 | +19.63K | 5.88% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 413.40K | Jun 30, 26 | +413.40K | 5.59% |
| PATRON PARTNERS, LLC | 193.45K | Jun 30, 26 | +17.02K | 2.61% |
| ENVESTNET ASSET MANAGEMENT INC | 141.96K | Jun 30, 26 | +55.16K | 1.92% |
| First Heartland Consultants, Inc. | 137.23K | Jun 30, 26 | +53.23K | 1.85% |
| RFG Advisory, LLC | 127.75K | Jun 30, 26 | +13.39K | 1.73% |
| OneAscent Investment Solutions LLC | 127.59K | Jun 30, 26 | +3.18K | 1.72% |
| Cambridge Investment Research Advisors, Inc. | 98.40K | Jun 30, 26 | +15.99K | 1.33% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65.99K | Jun 30, 26 | +55.26K | 0.89% |
| JPMORGAN CHASE & CO | 58.66K | Jun 30, 26 | +54.11K | 0.79% |
| Dynamic Advisor Solutions LLC | 48.26K | Jun 30, 26 | -14.18K | 0.65% |
| GOLDMAN SACHS GROUP INC | 43.11K | Jun 30, 26 | +26.70K | 0.58% |
| Merit Financial Group, LLC | 40.29K | Jun 30, 26 | +3.29K | 0.54% |
| JANE STREET GROUP, LLC | 37.74K | Jun 30, 26 | +13.18K | 0.51% |
| TrustWell Financial Advisors, LLC | 35.50K | Jun 30, 26 | +35.50K | 0.48% |
| IFP Advisors, Inc | 33.64K | Jun 30, 26 | +916 | 0.45% |
| Security Financial Services, INC. | 32.95K | Jun 30, 26 | +4.28K | 0.45% |
| CITADEL ADVISORS LLC | 27.41K | Jun 30, 26 | -535 | 0.37% |
| LPL Financial LLC | 21.64K | Jun 30, 26 | +3.25K | 0.29% |
| Strategic Blueprint, LLC | 21.20K | Jun 30, 26 | +682 | 0.29% |
| Plan A Wealth LLC | 18.02K | Jun 30, 26 | -1.12K | 0.24% |
| JONES FINANCIAL COMPANIES LLLP | 16.80K | Jun 30, 26 | +13.36K | 0.23% |
| EverSource Wealth Advisors, LLC | 15.63K | Jun 30, 26 | +5.17K | 0.21% |
| Mascoma Wealth Management LLC | 3.15K | Jun 30, 26 | +3.15K | 0.04% |
| SHP Wealth Management | 2.68K | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 2 | Jun 30, 26 | -- | 0.00% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -253 | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -196 | -- |