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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3076
Gradient Capital Advisors
California
$2.9M -$20.4K -85 -0.7%
WFAG
3077
Worth Financial Advisory Group
North Carolina
$2.9M +$2.9M +12,079 New
SFA
3078
Source Financial Advisors
New York
$2.9M +$897K +3,736 +45%
SFG
3079
Sovereign Financial Group
Connecticut
$2.89M +$805K +3,356 +39%
IFS
3080
Ifrah Financial Services
Arkansas
$2.89M -$80.9K -337 -3%
CP
3081
Covenant Partners
Tennessee
$2.88M +$49.7K +207 +2%
CWM
3082
Centric Wealth Management
Illinois
$2.88M -$180K -752 -6%
SFP
3083
Sweet Financial Partners
Minnesota
$2.88M +$833K +3,472 +41%
6F
3084
626 Financial
Michigan
$2.87M +$121K +505 +4%
BCG
3085
Breakwater Capital Group
New Jersey
$2.87M +$2.88M +11,984 New
AWMT
3086
AAFMAA Wealth Management & Trust
North Carolina
$2.87M -$235K -978 -8%
BWA
3087
Burt Wealth Advisors
Maryland
$2.87M -$36.2K -151 -1%
1W
3088
1776 Wealth
Georgia
$2.87M +$86.6K +361 +3%
TCM
3089
Triumph Capital Management
Colorado
$2.86M +$89.3K +372 +3%
GCC
3090
Game Creek Capital
Massachusetts
$2.86M -$612K -2,550 -18%
KCM
3091
KLK Capital Management
California
$2.86M +$66.2K +276 +2%
HTI
3092
Hikari Tsushin Inc
Japan
$2.85M +$2.62M +10,928 +1,137%
MCM
3093
Mendel Capital Management
Arkansas
$2.84M +$177K +737 +7%
OFG
3094
Oxford Financial Group
Indiana
$2.84M +$705K +2,939 +33%
FB
3095
First Bancorp
Maine
$2.84M -$179K -745 -6%
PG
3096
Proffitt & Goodson
Tennessee
$2.84M -$87.4K -364 -3%
HAG
3097
HF Advisory Group
Maryland
$2.84M +$2.84M +11,836 New
GWM
3098
Gitterman Wealth Management
New Jersey
$2.84M -$22.6K -94 -0.8%
GCM
3099
Gables Capital Management
Florida
$2.84M -$36K -150 -1%
DW
3100
Domani Wealth
Pennsylvania
$2.84M -$114K -477 -4%
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