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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2826
Sierra Capital
Florida
$298K – – –
WCA
2827
Waypoint Capital Advisors
Minnesota
$298K – – –
SPWG
2828
Sage Private Wealth Group
Illinois
$297K -$64.1K -217 -17%
KLI
2829
Kelman-Lazarov Inc
Tennessee
$297K -$19.8K -67 -6%
NEGWA
2830
New England Guild Wealth Advisors
Connecticut
$297K -$4.72K -16 -1%
FRM
2831
Fox Run Management
Connecticut
$296K +$316K +1,072 New
SCA
2832
Southern Capital Advisors
Tennessee
$295K -$191K -647 -38%
JHP
2833
James Hambro & Partners
United Kingdom
$295K -$23.6K -80 -7%
FPGK
2834
Financial Partners Group (Kansas)
Kansas
$295K +$1.18K +4 +0.4%
HFS
2835
Heritage Financial Services
Massachusetts
$295K +$6.2K +21 +2%
SWM
2836
Shelton Wealth Management
Texas
$294K – – –
MA
2837
Momentum Advisors
New York
$294K +$20.7K +70 +7%
AG
2838
AlphaSimPlex Group
Massachusetts
$294K +$84.1K +285 +36%
DWP
2839
Destiny Wealth Partners
Florida
$293K -$16.8K -57 -5%
TSWM
2840
Triangle Securities Wealth Management
North Carolina
$292K -$55.2K -187 -15%
MA
2841
MKT Advisors
California
$291K -$7.08K -24 -2%
GBA
2842
Garrison Bradford & Associates
New York
$290K – – –
FA
2843
Fountainhead AM
New Jersey
$289K +$2.07K +7 +0.7%
AMBIA
2844
Allen Mooney & Barnes Investment Advisors
Georgia
$288K -$52.8K -179 -15%
AMC
2845
Asset Management Corp
Illinois
$287K – – –
CPIA
2846
Cornell Pochily Investment Advisors
New York
$286K – – –
LD
2847
Lipe & Dalton
New York
$286K – – –
PWA
2848
Physician Wealth Advisors
Utah
$286K +$590 +2 +0.2%
AR
2849
Apeiron RIA
Texas
$286K +$18.6K +63 +7%
CWM
2850
Campbell Wealth Management
Virginia
$286K +$31.3K +106 +11%
112 113
114
115 116