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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
3626
Stelac Advisory Services
New York
$5.5M +$4.14M +15,926 +277%
FB
3627
First Bancorp
Maine
$5.49M -$217K -835 -4%
WFA
3628
WJ Financial Advisors
Connecticut
$5.48M +$132K +506 +2%
PWA
3629
Primoris Wealth Advisors
Florida
$5.48M -$71.6K -275 -1%
HCC
3630
Hirtle Callaghan & Co
Pennsylvania
$5.48M -$282K -1,084 -5%
MWM
3631
Massachusetts Wealth Management
Massachusetts
$5.47M -$20K -77 -0.4%
SC
3632
Saiph Capital
New Jersey
$5.47M -$22.5M -86,365 -80%
OFA
3633
Oak Family Advisors
Illinois
$5.47M +$1.03M +3,939 +22%
DR
3634
Davis Rea
Ontario, Canada
$5.47M +$82.8K +318 +1%
PFM
3635
Phillips Financial Management
Indiana
$5.45M -$339K -1,304 -6%
5NPW
3636
55 North Private Wealth
Florida
$5.44M +$221K +850 +4%
CI
3637
CacheTech Inc
Utah
$5.43M +$1.34M +5,164 +32%
EMC
3638
Everest Management Corp
California
$5.43M +$2.42M +9,303 +77%
SWA
3639
Strata Wealth Advisors
Texas
$5.43M -$106K -407 -2%
SFG
3640
Strive Financial Group
Indiana
$5.43M -$161K -619 -3%
UWP
3641
Uniting Wealth Partners
Kansas
$5.43M -$707K -2,716 -11%
OAJ
3642
Ogorek Anthony Joseph
New York
$5.42M -$374K -1,438 -6%
ACA
3643
American Capital Advisory
Idaho
$5.42M -$286K -1,098 -5%
FCM
3644
Fell Capital Management
California
$5.42M -$97.6K -375 -2%
OCWP
3645
Owl Creek Wealth Partners
Colorado
$5.41M +$5.55M +21,329 New
EIP
3646
Essential Investment Partners
Colorado
$5.41M +$201K +772 +4%
PG
3647
Prostatis Group
Maryland
$5.41M -$1.03M -3,942 -16%
CW
3648
Cedarwood Wealth
Colorado
$5.4M +$594K +2,284 +12%
VWMG
3649
Virginia Wealth Management Group
Virginia
$5.4M +$55.7K +214 +1%
WIC
3650
Wilkins Investment Counsel
Massachusetts
$5.39M -$359K -1,380 -6%
144 145
146
147 148