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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3126
Sandy Cove Advisors
Massachusetts
$4.13M -$39.3K -119 -0.9%
MHWM
3127
Montz Harcus Wealth Management
Louisiana
$4.13M -$1.98K -6 -0%
EFG
3128
Ethos Financial Group
Pennsylvania
$4.12M +$507K +1,535 +13%
SA
3129
Strategic Advocates
Utah
$4.11M +$4.3M +13,009 New
EA
3130
Eudaimonia Advisors
Tennessee
$4.11M -$131K -395 -3%
AWP
3131
Accretive Wealth Partners
New Jersey
$4.11M +$56.5K +171 +1%
OCM
3132
Olstein Capital Management
New York
$4.11M – – –
SFG
3133
Sovereign Financial Group
Connecticut
$4.1M -$628K -1,901 -13%
NCM
3134
New Capital Management
Texas
$4.09M +$4.28M +12,965 New
KA
3135
KLCM Advisors
Wisconsin
$4.09M +$35K +106 +0.8%
SAF
3136
Smith Anglin Financial
Texas
$4.09M +$991 +3 +0%
PM
3137
Parametrica Management
Hong Kong
$4.09M +$1.11M +3,362 +35%
OL
3138
Owen LaRue
Kentucky
$4.06M +$357K +1,079 +9%
DS
3139
Dudley & Shanley
Florida
$4.05M -$66.1K -200 -2%
AWA
3140
Amplius Wealth Advisors
Pennsylvania
$4.04M -$118K -358 -3%
WCA
3141
Waypoint Capital Advisors
Minnesota
$4.03M +$1.01M +3,055 +31%
MWA
3142
Monograph Wealth Advisors
California
$4.03M – – –
CS
3143
Crescent Sterling
Louisiana
$4.03M -$181K -547 -4%
DE
3144
Day & Ennis
Georgia
$4.02M +$9.58K +29 +0.2%
WFAG
3145
Worth Financial Advisory Group
North Carolina
$4.01M +$148K +447 +4%
AAP
3146
Arax Advisory Partners
Colorado
$4.01M +$846K +2,560 +25%
OP
3147
ORG Partners
Indiana
$4.01M -$358K -1,082 -8%
PWS
3148
Peterson Wealth Services
Utah
$4M +$134K +406 +3%
CFO
3149
Callan Family Office
Pennsylvania
$4M -$619K -1,873 -13%
TNAM
3150
Terra Nova Asset Management
New York
$4M – – –
124 125
126
127 128