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Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
3351
New Century Financial Group
New Jersey
$4.34M +$4.11M +11,536 New
RWMG
3352
Redwood Wealth Management Group
New Jersey
$4.34M +$33.8K +95 +0.8%
TFP
3353
Tilia Fiduciary Partners
North Carolina
$4.33M +$7.12K +20 +0.2%
SWM
3354
StoneCrest Wealth Management
Arizona
$4.33M +$4.1M +11,514 New
DBRC
3355
D.B. Root & Company
Pennsylvania
$4.33M -$109K -305 -3%
PWM
3356
Proathlete Wealth Management
Florida
$4.32M +$4.08M +11,475 New
OPWM
3357
Oxinas Partners Wealth Management
Indiana
$4.3M -$1.28M -3,590 -24%
JWA
3358
JFS Wealth Advisors
Pennsylvania
$4.29M +$128K +359 +3%
OWA
3359
One Wealth Advisors
California
$4.27M +$12.1K +34 +0.3%
SSW
3360
Smith Shellnut Wilson
Mississippi
$4.27M +$14.2K +40 +0.4%
VWM
3361
Vigilare Wealth Management
Arizona
$4.27M +$2.14K +6 +0.1%
HC
3362
Hamilton Capital
Ohio
$4.27M -$666K -1,871 -14%
PWSG
3363
Pacific Wealth Strategies Group
California
$4.26M +$66.6K +187 +2%
MLA
3364
MB, Levis & Associates
Pennsylvania
$4.26M +$1.07K +3 +0%
BFG
3365
Bouchey Financial Group
New York
$4.26M +$104K +292 +3%
MS
3366
Madden Securities
Texas
$4.26M -$96.1K -270 -2%
QCIG
3367
Quad-Cities Investment Group
Iowa
$4.26M -$168K -471 -4%
GCM
3368
Geneva Capital Management
Wisconsin
$4.25M -$201K -565 -5%
ZP
3369
Zimmer Partners
New York
$4.25M – – –
PC
3370
Permanens Capital
New York
$4.25M +$51.6K +145 +1%
FB
3371
First Bancorp
Maine
$4.24M -$79.7K -224 -2%
MSCM
3372
McElhenny Sheffield Capital Management
Texas
$4.24M -$144K -404 -3%
BIA
3373
Bigelow Investment Advisors
Maine
$4.24M -$193K -543 -5%
CFG
3374
Carr Financial Group
Massachusetts
$4.23M -$16K -45 -0.4%
PBT
3375
Pictet Bank & Trust
Bahamas
$4.23M -$337K -946 -8%
133 134
135
136 137