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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3326
Sandy Cove Advisors
Massachusetts
$5.7M +$361K +847 +7%
SAF
3327
Smith Anglin Financial
Texas
$5.69M -$460K -1,081 -7%
ASBI
3328
American State Bank (Iowa)
Iowa
$5.69M +$24.7K +58 +0.4%
EWA
3329
Etesian Wealth Advisors
Oregon
$5.69M +$50.3K +118 +0.9%
CWM
3330
Cabot Wealth Management
Massachusetts
$5.68M +$5.54K +13 +0.1%
FOA
3331
Five Oceans Advisors
California
$5.68M +$117K +275 +2%
OCM
3332
Orser Capital Management
Texas
$5.67M – – –
MIM
3333
Montgomery Investment Management
Maryland
$5.67M – – –
FAP
3334
Financial Advisory Partners
Florida
$5.67M -$36.6K -86 -0.6%
PWM
3335
Peterson Wealth Management
Nevada
$5.67M +$564K +1,323 +11%
BCFS
3336
Butensky & Cohen Financial Security
Florida
$5.66M +$117K +275 +2%
SWM
3337
StoneCrest Wealth Management
Arizona
$5.65M +$77.5K +182 +1%
VDBMI
3338
Van Den Berg Management I
Texas
$5.65M +$212K +498 +4%
GIS
3339
Graphene Investments SAS
France
$5.65M -$3.45M -8,100 -38%
OWA
3340
One Wealth Advisors
California
$5.64M -$13.2K -31 -0.2%
CIP
3341
Convergence Investment Partners
Florida
$5.64M -$1.59M -3,740 -22%
TWM
3342
Topsail Wealth Management
North Carolina
$5.64M +$5.7M +13,378 New
PWM
3343
PBMares Wealth Management
Virginia
$5.64M +$161K +377 +3%
MAM
3344
McLean Asset Management
Virginia
$5.63M +$52K +122 +0.9%
LIG
3345
Lokken Investment Group
Delaware
$5.63M -$133K -312 -2%
GAA
3346
Guardian Asset Advisors
Pennsylvania
$5.63M +$14.1K +33 +0.2%
MWM
3347
MOKAN Wealth Management
Kansas
$5.62M +$5.68M +13,336 New
NG
3348
Novem Group
New York
$5.62M +$5.68M +13,336 New
AEPWM
3349
Atlantic Edge Private Wealth Management
Florida
$5.62M +$21.7K +51 +0.4%
OPWM
3350
Oregon Pacific Wealth Management
Oregon
$5.62M +$5.68M +13,330 New
132 133
134
135 136