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Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
3226
Royal Harbor Partners
Texas
$4.86M +$533K +1,497 +13%
CFAM
3227
Center For Asset Management
Florida
$4.86M +$1.34M +3,778 +41%
SFG
3228
Sovereign Financial Group
Connecticut
$4.85M -$34.9K -98 -0.8%
RA
3229
Rational Advisors
New York
$4.85M -$689K -1,935 -13%
AWA
3230
Amplius Wealth Advisors
Pennsylvania
$4.85M +$32.4K +91 +0.7%
OWA
3231
ORBA Wealth Advisors
Illinois
$4.85M +$4.59M +12,885 New
KF
3232
KKM Financial
Illinois
$4.84M +$4.59M +12,882 New
MGIU
3233
M&G Investments (USA)
Illinois
$4.84M +$4.59M +12,882 New
WAS
3234
Wealth Advisory Solutions
Indiana
$4.84M -$4.47M -12,566 -49%
SAF
3235
Smith Anglin Financial
Texas
$4.84M -$33.5K -94 -0.7%
WAC
3236
William Allan Corp
Colorado
$4.83M -$150K -421 -3%
DS
3237
Dudley & Shanley
Florida
$4.83M – – –
AAP
3238
Arax Advisory Partners
Colorado
$4.83M +$46.3K +130 +1%
CMANY
3239
Capital Management Associates (New York)
New York
$4.82M -$202K -568 -4%
KCG
3240
Kinsale Capital Group
Virginia
$4.82M +$1.12M +3,144 +33%
LCGC
3241
Legacy Capital Group California
California
$4.82M -$298K -838 -6%
BAM
3242
Bellevue Asset Management
Washington
$4.82M -$437K -1,228 -0.8%
ILI
3243
Invesco LLC (Illinois)
Illinois
$4.81M -$263K -738 -5%
HCM
3244
Howard Capital Management
Georgia
$4.81M -$408K -1,146 -8%
SA
3245
SAM Advisors
California
$4.81M -$352K -988 -7%
FGAM
3246
Financial Gravity Asset Management
Texas
$4.81M +$4.55M +12,790 New
WFAG
3247
Worth Financial Advisory Group
North Carolina
$4.81M +$26.7K +75 +0.6%
AFPL
3248
Advus Financial Partners, LLC
Florida
$4.8M +$106K +299 +2%
PWMG
3249
Provence Wealth Management Group
California
$4.8M +$904K +2,539 +25%
AEPWM
3250
Atlantic Edge Private Wealth Management
Florida
$4.8M +$4.55M +12,772 New
128 129
130
131 132