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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3201
Beam Wealth Advisors
Louisiana
$6.92M -$160K -708 -3%
SCP
3202
Stamos Capital Partners
California
$6.92M -$1.62M -7,190 -21%
CGFA
3203
Colton Groome Financial Advisors
North Carolina
$6.91M +$112K +494 +2%
MCM
3204
Magnolia Capital Management
New York
$6.91M +$95.1K +421 +2%
FFG
3205
Fortem Financial Group
California
$6.91M -$86.7K -384 -1%
FWM
3206
FFT Wealth Management
Pennsylvania
$6.91M -$75.9K -336 -1%
AIM
3207
Advyzon Investment Management
Illinois
$6.9M +$1.49M +6,591 +32%
CA
3208
CWC Advisors
Oregon
$6.9M +$13.6K +60 +0.2%
NCM
3209
NCM Capital Management
New Jersey
$6.9M -$1.23M -5,435 -17%
HFM
3210
Hartford Funds Management
Pennsylvania
$6.88M -$390K -1,728 -6%
JGCM
3211
Joseph Group Capital Management
Ohio
$6.87M +$134K +592 +2%
QWM
3212
Quaker Wealth Management
New Jersey
$6.87M -$61.2K -271 -1%
PWM
3213
Partners Wealth Management
California
$6.87M +$278K +1,231 +5%
EC
3214
EdgeRock Capital
Colorado
$6.87M -$1.08M -4,794 -15%
S
3215
Steadtrust
Texas
$6.87M +$1.4M +6,180 +30%
FWP
3216
Fiduciary Wealth Partners
Massachusetts
$6.87M +$3.61M +15,964 +145%
BPWM
3217
BCS Private Wealth Management
New Jersey
$6.87M +$690K +3,053 +13%
SLC
3218
Second Line Capital
Louisiana
$6.87M -$30.9K -137 -0.5%
HPM
3219
Hoxton Planning & Management
West Virginia
$6.86M +$16.7K +74 +0.3%
OFS
3220
Orrstown Financial Services
Pennsylvania
$6.86M -$396K -1,753 -6%
AWM
3221
Affinity Wealth Management
Delaware
$6.82M +$70.3K +311 +1%
SA
3222
Sage Advisors
Colorado
$6.81M +$13.8K +61 +0.2%
MKC
3223
M. Kraus & Co
Vermont
$6.8M -$13.3K -59 -0.2%
SPF
3224
South Plains Financial
Texas
$6.8M +$447K +1,980 +8%
UWPG
3225
Ullmann Wealth Partners Group
Florida
$6.8M +$180K +797 +3%
127 128
129
130 131