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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3026
Westshore Wealth
California
$1.54M +$3.67K +6 +0.2%
CPSC
3027
Carl P. Sherr & Co
Massachusetts
$1.54M – – –
EFM
3028
Eley Financial Management
Vermont
$1.54M -$3.67K -6 -0.2%
AFA
3029
American Financial Advisors
Georgia
$1.54M -$14.1K -23 -0.8%
RCWM
3030
Red Crane Wealth Management
California
$1.54M +$278K +455 +20%
RWA
3031
Rooted Wealth Advisors
Illinois
$1.53M +$155K +254 +10%
OPA
3032
Old Port Advisors
Maine
$1.53M +$74.6K +122 +5%
UWPG
3033
Ullmann Wealth Partners Group
Florida
$1.52M +$28.1K +46 +2%
SRC
3034
Sage Rhino Capital
California
$1.52M -$31.8K -52 -2%
MGI
3035
Miller Global Investments
Texas
$1.52M +$158K +259 +11%
1W
3036
1776 Wealth
Georgia
$1.52M +$113K +185 +7%
LWM
3037
Langley Wealth Management
Mississippi
$1.52M +$1.65M +2,702 New
HAIM
3038
Hunter Associates Investment Management
Pennsylvania
$1.52M +$102K +167 +7%
SW
3039
StrongBox Wealth
Missouri
$1.52M -$114K -186 -6%
CWM
3040
Castle Wealth Management
Florida
$1.52M +$58.7K +96 +4%
FMN
3041
Financial Management Network
California
$1.52M +$88.7K +145 +7%
LWA
3042
Lantern Wealth Advisors
New York
$1.52M +$52.6K +86 +3%
MCM
3043
Morton Capital Management
California
$1.51M +$83.8K +137 +5%
CAM
3044
Costello Asset Management
Pennsylvania
$1.51M +$6.12K +10 +0.4%
AIM
3045
Acropolis Investment Management
Missouri
$1.51M +$26.9K +44 +2%
PCM
3046
Pincus Capital Management
New York
$1.51M -$23.8K -39 -1%
SMG
3047
Smart Money Group
Texas
$1.51M +$89.3K +146 +6%
AWAP
3048
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.51M +$50.8K +83 +3%
FNT
3049
First Nebraska Trust
Nebraska
$1.51M +$9.17K +15 +0.6%
KCPG
3050
Kavar Capital Partners Group
Kansas
$1.51M +$192K +314 +13%
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