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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Centurion Wealth Management
Virginia
$4.85M +$63.3K +248 +1%
PGWM
2752
Parisi Gray Wealth Management
New Jersey
$4.85M -$1.55M -6,089 -27%
PMA
2753
Prudent Man Advisors
Illinois
$4.85M +$297K +1,165 +7%
FC
2754
Financial Consulate
Maryland
$4.84M -$237K -928 -5%
BRC
2755
Bishop Rock Capital
New York
$4.83M -$920K -3,608 -18%
AIA
2756
Alera Investment Advisors
Illinois
$4.83M -$18.4K -72 -0.4%
CCG
2757
Cloverfields Capital Group
Minnesota
$4.82M +$566K +2,220 +15%
SL
2758
Sonnipe Ltd
Isle Of Man
$4.82M -$314K -1,232 -7%
NCM
2759
New Capital Management
Texas
$4.82M +$337K +1,320 +9%
LCM
2760
Lattice Capital Management
Washington
$4.82M – – –
WWC
2761
Waypoint Wealth Counsel
Georgia
$4.79M +$63.8K +250 +2%
DRD
2762
Dennis R. Delaney
$4.79M +$64K +251 +2%
CC
2763
Carlson Capital
Texas
$4.79M +$4.23M +16,600 New
SWM
2764
Sugarloaf Wealth Management
Georgia
$4.78M +$271K +1,064 +7%
FWM
2765
Forza Wealth Management
Florida
$4.78M +$1.34M +5,259 +47%
FNBOSM
2766
First National Bank of South Miami
Florida
$4.77M -$327K -1,281 -7%
WEG
2767
World Equity Group
Illinois
$4.76M -$7.78M -30,494 -65%
VAM
2768
Verity Asset Management
North Carolina
$4.76M +$2.04M +7,999 +94%
HAC
2769
Harbor Advisory Corp
New Hampshire
$4.75M +$33.7K +132 +0.8%
CB
2770
Centennial Bank
Arkansas
$4.75M -$735K -2,883 -15%
GSWM
2771
Greenup Street Wealth Management
Michigan
$4.74M +$1.31M +5,137 +45%
SW
2772
SkyOak Wealth
Michigan
$4.74M -$186K -731 -4%
BZWA
2773
Blue Zone Wealth Advisors
California
$4.73M -$63.8K -250 -2%
AC
2774
AlphaCore Capital
California
$4.73M +$1.85M +7,247 +79%
BCM
2775
Brookmont Capital Management
Texas
$4.73M +$11K +43 +0.3%
109 110
111
112 113