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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
3226
Shorepoint Capital Partners
Massachusetts
$3.29M -$282K -869 -8%
PWM
3227
PBMares Wealth Management
Virginia
$3.29M +$586K +1,807 +23%
PFP
3228
Paragon Financial Partners
California
$3.29M +$3.17M +9,767 New
PTC
3229
Provident Trust Company
Wisconsin
$3.28M +$486K +1,500 +18%
WPWM
3230
Western Pacific Wealth Management
Illinois
$3.27M +$3.16M +9,739 New
NG
3231
Northstar Group
New York
$3.27M +$334K +1,031 +12%
IIL
3232
Insight Inv LLC
California
$3.27M +$3.15M +9,727 New
SIC
3233
Sterling Investment Counsel
New York
$3.26M +$3.14M +9,692 New
TWM
3234
Titus Wealth Management
California
$3.25M -$14.9K -46 -0.5%
CWA
3235
Clearview Wealth Advisors
Oregon
$3.24M -$240K -741 -7%
AA
3236
Alesco Advisors
New York
$3.24M -$455K -1,402 -13%
1W
3237
1776 Wealth
Georgia
$3.23M +$114K +352 +4%
CSI
3238
Cross Staff Investments
New York
$3.22M +$3.11M +9,580 New
EIG
3239
Ellenbecker Investment Group
Wisconsin
$3.22M +$371K +1,144 +14%
SFWA
3240
Summit Financial Wealth Advisors
Louisiana
$3.22M -$310K -956 -9%
SWMP
3241
Signature Wealth Management Partners
New Jersey
$3.22M -$1.95K -6 -0.1%
MCAI
3242
Members Capital Advisors Inc
Wisconsin
$3.21M – – –
PWA
3243
Primoris Wealth Advisors
Florida
$3.21M +$3.09M +9,529 New
AWP
3244
Accretive Wealth Partners
New Jersey
$3.2M +$5.51K +17 +0.2%
AR
3245
Apeiron RIA
Texas
$3.19M +$3.08M +9,500 New
NC
3246
Noked Capital
Israel
$3.19M +$3.08M +9,490 New
NI
3247
Noked Israel
Israel
$3.19M +$3.08M +9,490 New
OWM
3248
Opes Wealth Management
California
$3.19M +$551K +1,699 +22%
LB
3249
Legacy Bridge
Iowa
$3.19M -$49.6K -153 -2%
VWA
3250
VERITY Wealth Advisors
United States
$3.19M – – –
128 129
130
131 132