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Name Holding Trade Value Shares
Change 		Change in
Stake
MU
2701
Mirova US
Massachusetts
$2.51M +$2.54M +3,798 New
SRA
2702
Secured Retirement Advisors
Minnesota
$2.5M +$174K +260 +7%
MWM
2703
Mascagni Wealth Management
Mississippi
$2.5M +$37.4K +56 +2%
RWA
2704
Redhawk Wealth Advisors
Minnesota
$2.5M +$508K +761 +25%
CPWL
2705
Coquina Private Wealth LLC
Florida
$2.49M +$2.52M +3,775 New
SFWC
2706
Strategic Family Wealth Counselors
New Jersey
$2.49M +$1.6M +2,393 +138%
APG
2707
Abacus Planning Group
South Carolina
$2.49M -$49.4K -74 -2%
SFS
2708
Sharp Financial Services
Pennsylvania
$2.48M -$32.7K -49 -1%
FFA
2709
Fi3 Financial Advisors
Indiana
$2.47M +$268K +402 +12%
PP
2710
Pingora Partners
Wyoming
$2.47M – – –
MAM
2711
Madison Asset Management
Wisconsin
$2.46M -$61.4K -92 -2%
SWP
2712
Semus Wealth Partners
Florida
$2.46M +$233K +349 +10%
RCM
2713
Riverpark Capital Management
New York
$2.46M -$140K -209 -5%
CAL
2714
Capital Advisors Ltd
Ohio
$2.46M +$32.1K +48 +1%
CC
2715
Clearwave Capital
California
$2.46M +$2.49M +3,722 New
GCM
2716
Greenland Capital Management
New York
$2.45M -$2.88M -4,315 -54%
RH
2717
RFG Holdings
Texas
$2.45M +$246K +369 +11%
AAG
2718
Asset Advisory Group
New Jersey
$2.44M +$2.47M +3,701 New
BCA
2719
Bay Colony Advisors
Massachusetts
$2.44M +$28K +42 +1%
FNB
2720
Farmers National Bank
Kentucky
$2.44M +$451K +676 +22%
ES
2721
Element Squared
Minnesota
$2.43M +$101K +151 +4%
WAG
2722
Wiser Advisor Group
Arizona
$2.42M +$25.4K +38 +1%
WQ
2723
Wealth Quarterback
New Jersey
$2.42M +$250K +375 +11%
BFWA
2724
Benchmark Financial Wealth Advisors
Florida
$2.42M +$26.7K +40 +1%
MBT
2725
Montecito Bank & Trust
California
$2.41M +$12.7K +19 +0.5%
107 108
109
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