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Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
3026
New Century Financial Group
New Jersey
$6.94M -$46.4K -109 -0.7%
CWM
3027
Centurion Wealth Management
Virginia
$6.93M -$189K -444 -3%
CWM
3028
C2C Wealth Management
Arizona
$6.93M +$104K +244 +2%
FCM
3029
Fairbanks Capital Management
California
$6.91M +$1.43M +3,352 +26%
SCP
3030
Steamboat Capital Partners
New York
$6.91M -$142K -334 -2%
SPFA
3031
Summit Place Financial Advisors
New Jersey
$6.91M -$34.1K -80 -0.5%
AIC
3032
Ayalon Insurance Company
Israel
$6.91M – – –
KA
3033
KLCM Advisors
Wisconsin
$6.9M -$1.41M -3,300 -17%
WKSWA
3034
White Knight Strategic Wealth Advisors
New Jersey
$6.9M +$3.49M +8,196 +100%
FDS
3035
Freedom Day Solutions
Texas
$6.89M -$1.03M -2,418 -13%
PWA
3036
Physician Wealth Advisors
Utah
$6.89M +$199K +467 +3%
NC
3037
NewSquare Capital
Pennsylvania
$6.87M +$677K +1,589 +11%
CCM
3038
Cox Capital Management
Massachusetts
$6.86M -$41.3K -97 -0.6%
SMTF
3039
Sphera Management Technology Funds
Israel
$6.86M +$6.93M +16,280 New
WW
3040
Waterfront Wealth
Kansas
$6.86M +$239K +560 +4%
LA
3041
LexAurum Advisors
Kansas
$6.86M +$544K +1,276 +9%
CWM
3042
Concentrum Wealth Management
California
$6.86M +$262K +616 +4%
SMA
3043
Seven Mile Advisory
New Jersey
$6.85M +$611K +1,435 +10%
CCA
3044
Clearwater Capital Advisors
Illinois
$6.85M -$760K -1,784 -10%
BCM
3045
Boltwood Capital Management
California
$6.85M -$144K -338 -2%
HAC
3046
Harbor Advisory Corp
New Hampshire
$6.85M +$233K +548 +3%
SC
3047
Sierra Capital
Florida
$6.84M +$239K +561 +4%
ORG
3048
Optimist Retirement Group
Washington
$6.84M +$5.96K +14 +0.1%
WWC
3049
Waypoint Wealth Counsel
Georgia
$6.84M +$144K +338 +2%
SAM
3050
S.A. Mason
Michigan
$6.84M +$8.95K +21 +0.1%
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