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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
3276
ERn Financial LLC
Wisconsin
$5.41M +$58.1K +136 +1%
CG
3277
Cynosure Group
Utah
$5.41M -$1.88M -4,401 -26%
CFG
3278
Carr Financial Group
Massachusetts
$5.4M -$103K -242 -2%
SA
3279
SAM Advisors
California
$5.4M -$26.5K -62 -0.5%
MSA
3280
McAlister Sweet & Associates
Texas
$5.39M +$1.05M +2,448 +24%
TNAM
3281
Terra Nova Asset Management
New York
$5.39M +$171K +401 +3%
VIA
3282
Vickerman Investment Advisors
Washington
$5.38M +$228K +533 +4%
MCP
3283
Martin Capital Partners
Oregon
$5.38M -$1.78M -4,154 -25%
IPAM
3284
Investment Partners Asset Management
New Jersey
$5.38M -$56.9K -133 -1%
PA
3285
Paragon Advisors
Texas
$5.37M +$101K +237 +2%
ABLA
3286
Alan B. Lancz & Associates
Ohio
$5.36M +$128K +300 +2%
AWMT
3287
AAFMAA Wealth Management & Trust
North Carolina
$5.36M +$605K +1,416 +13%
NPFS
3288
Novak & Powell Financial Services
Florida
$5.36M -$10.7K -25 -0.2%
RCM
3289
Raleigh Capital Management
North Carolina
$5.36M +$342K +800 +7%
UWPG
3290
Ullmann Wealth Partners Group
Florida
$5.35M +$50K +117 +0.9%
MF
3291
Manchester Financial
California
$5.35M +$1.51M +3,533 +40%
ASI
3292
Advisory Services & Investments
Oregon
$5.35M -$15.4K -36 -0.3%
PBCM
3293
Point Break Capital Management
Florida
$5.34M -$214K -500 -4%
RF
3294
Robbins Farley
New Hampshire
$5.33M +$80.8K +189 +2%
MCWA
3295
Meadow Creek Wealth Advisors
Georgia
$5.33M +$401K +939 +8%
IAG
3296
Investment Advisory Group
Massachusetts
$5.33M +$138K +322 +3%
CMANY
3297
Capital Management Associates (New York)
New York
$5.33M – – –
GIM
3298
Guardian Investment Management
California
$5.32M -$1.96M -4,596 -27%
TFP
3299
Tilia Fiduciary Partners
North Carolina
$5.32M +$118K +276 +2%
PWM
3300
Purus Wealth Management
California
$5.31M +$66.3K +155 +1%
130 131
132
133 134