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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3101
Covenant Partners
Tennessee
$2.75M – – –
MWAM
3102
Manhattan West Asset Management
California
$2.75M +$229K +869 +8%
TAM
3103
Todd Asset Management
Kentucky
$2.75M – – –
MCA
3104
Magnolia Capital Advisors
Mississippi
$2.75M +$18K +68 +0.6%
EA
3105
Emerald Advisors
Washington
$2.75M +$28.3K +107 +0.9%
AFPL
3106
Advus Financial Partners, LLC
Florida
$2.74M +$390K +1,476 +14%
CRCM
3107
Crystal Rock Capital Management
Illinois
$2.74M +$118M +447,854 +3,369%
CAM
3108
Cacti Asset Management
Georgia
$2.74M – – –
SSW
3109
Smith Shellnut Wilson
Mississippi
$2.74M – – –
AWP
3110
Accretive Wealth Partners
New Jersey
$2.74M -$792 -3 -0%
KW
3111
KWB Wealth
California
$2.73M +$30.9K +117 +1%
LFA
3112
Laraway Financial Advisors
Minnesota
$2.73M -$5.28K -20 -0.2%
IA
3113
IAM Advisory
Pennsylvania
$2.73M +$30.1K +114 +1%
DE
3114
Day & Ennis
Georgia
$2.72M -$31.9K -121 -1%
MA
3115
MJP Associates
Connecticut
$2.72M +$19.8K +75 +0.6%
WDL
3116
Well Done LLC
Michigan
$2.71M -$392K -1,486 -11%
FCAG
3117
First Capital Advisors Group
New Jersey
$2.71M -$239K -907 -7%
DWM
3118
Drive Wealth Management
Utah
$2.71M +$467K +1,767 +18%
KCM
3119
KLK Capital Management
California
$2.71M +$3.08M +11,647 New
CSWG
3120
Cardinal Strategic Wealth Guidance
Kentucky
$2.71M +$94.8K +359 +3%
KA
3121
Keene & Associates
Texas
$2.71M +$2.11K +8 +0.1%
GM
3122
GeoWealth Management
Illinois
$2.71M +$435K +1,648 +16%
FAM
3123
Forte Asset Management
New York
$2.71M – – –
1W
3124
1776 Wealth
Georgia
$2.7M +$10.6K +40 +0.3%
TCM
3125
Triumph Capital Management
Colorado
$2.7M -$152K -575 -5%
123 124
125
126 127