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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
3076
Stoneridge Investment Partners
Pennsylvania
$7.84M +$368K +735 +5%
SCA
3077
Sandy Cove Advisors
Massachusetts
$7.83M +$354K +707 +5%
CNFG
3078
Creegan & Nassoura Financial Group
New Hampshire
$7.81M -$190K -380 -2%
IWS
3079
Insight Wealth Strategies
California
$7.8M +$184K +367 +2%
CWM
3080
Centurion Wealth Management
Virginia
$7.8M -$63.6K -127 -0.8%
WA
3081
WP Advisors
California
$7.8M +$508K +1,014 +7%
BTC
3082
Bank & Trust Company
Illinois
$7.8M +$2.51K +5 +0%
EMB
3083
Elefante Mark B
$7.79M +$405K +809 +5%
AWA
3084
Acorn Wealth Advisors
Michigan
$7.79M -$99.2K -198 -1%
SI
3085
Saxon Interests
Texas
$7.78M +$119K +237 +1%
JJBC
3086
James J. Burns & Company
New York
$7.78M -$30.6K -61 -0.4%
AWM
3087
Atticus Wealth Management
Florida
$7.78M -$211K -422 -3%
KA
3088
Kercheville Advisors
Texas
$7.77M -$2.36M -4,710 -21%
EWA
3089
Exit Wealth Advisors
Georgia
$7.76M +$141K +281 +2%
EPW
3090
Evergreen Private Wealth
Colorado
$7.75M +$29.6K +59 +0.4%
PPC
3091
Park Place Capital
Alabama
$7.75M -$239K -476 -3%
SHFA
3092
SC&H Financial Advisors
Maryland
$7.74M -$39.6K -79 -0.5%
HP
3093
Holistic Planning
Texas
$7.74M +$872K +1,741 +12%
FGWP
3094
Founders Grove Wealth Partners
Virginia
$7.73M +$203K +405 +3%
WAL
3095
W Advisors LLC
Tennessee
$7.73M +$252K +502 +3%
CIA
3096
Cape Investment Advisory
Georgia
$7.72M +$3.78M +7,549 +90%
SC
3097
Stolper & Co
Oklahoma
$7.71M +$9.02K +18 +0.1%
SSWM
3098
Sheets Smith Wealth Management
North Carolina
$7.7M +$224K +447 +3%
PC
3099
Payne Capital
Oregon
$7.69M +$14.5K +29 +0.2%
PMFA
3100
Plante Moran Financial Advisors
Michigan
$7.67M -$332K -663 -4%
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