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Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
3076
Spectrum Wealth Advisory Group
California
$5.04M -$508K -2,913 -10%
HFG
3077
Heron Financial Group
New York
$5.04M -$81.5K -468 -2%
APA
3078
Astoria Portfolio Advisors
New York
$5.04M +$21.6K +124 +0.5%
FA
3079
Financial Advisors
Massachusetts
$5.03M +$65.7K +377 +1%
MCM
3080
Magnolia Capital Management
New York
$5.02M – – –
SCP
3081
Syntal Capital Partners
Texas
$5.02M +$3.11M +17,843 +222%
PWM
3082
PRW Wealth Management
Massachusetts
$5.01M +$677K +3,884 +18%
CFO
3083
Callan Family Office
Pennsylvania
$4.99M -$557K -3,197 -11%
SFG
3084
Summit Financial Group
West Virginia
$4.99M -$75.1K -431 -2%
NWA
3085
New World Advisors
Massachusetts
$4.99M -$93K -534 -2%
MSCM
3086
McElhenny Sheffield Capital Management
Texas
$4.98M +$13.4K +77 +0.3%
FCFC
3087
First Citizens Financial Corp
Iowa
$4.98M +$4.47M +25,654 New
SWP
3088
ShoreHaven Wealth Partners
New Jersey
$4.97M -$6.45K -37 -0.1%
GFWA
3089
Grey Fox Wealth Advisors
Delaware
$4.97M -$92.5K -531 -2%
TIM
3090
Total Investment Management
Arizona
$4.97M +$76.7K +440 +2%
W
3091
WPWealth
Texas
$4.96M +$30.7K +176 +0.7%
AWM
3092
Affinity Wealth Management
Delaware
$4.95M +$194K +1,112 +5%
BAG
3093
Briggs Advisory Group
Rhode Island
$4.95M +$404K +2,316 +10%
FCG
3094
Financial Connections Group
California
$4.95M +$833K +4,780 +23%
RCWM
3095
Royal Capital Wealth Management
Indiana
$4.94M +$40.1K +230 +0.9%
PWA
3096
Primoris Wealth Advisors
Florida
$4.94M +$70.6K +405 +2%
BCFD
3097
Boit C.F. David
$4.93M +$209K +1,200 +5%
GHA
3098
Granite Harbor Advisors
Texas
$4.93M +$19K +109 +0.4%
BMA
3099
Brooks Moore & Associates
Tennessee
$4.92M -$89.7K -515 -2%
OFG
3100
OmniStar Financial Group
North Carolina
$4.92M +$29.3K +168 +0.7%
122 123
124
125 126