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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4576
Sage Capital Management
New Jersey
$2.47M -$355K -709 -12%
SA
4577
Stolz & Associates
Washington
$2.47M +$2.56M +5,108 New
JWM
4578
Jacksonville Wealth Management
Florida
$2.47M -$17.5K -35 -0.7%
SF
4579
Sun Financial
Utah
$2.47M +$2.56M +5,099 New
SGWM
4580
Sterling Group Wealth Management
California
$2.46M -$163K -326 -6%
IA
4581
IMZ Advisory
Florida
$2.46M -$36.1K -72 -1%
FFC
4582
Frederick Financial Consultants
Maryland
$2.46M +$79.2K +158 +3%
TPWM
4583
Twelve Points Wealth Management
Massachusetts
$2.46M -$107K -213 -4%
EPW
4584
Elevated Private Wealth
Wisconsin
$2.46M +$2.54M +5,077 New
PAM
4585
Prodigy Asset Management
Nebraska
$2.45M – – –
PWM
4586
Palacios Wealth Management
Florida
$2.45M -$553K -1,103 -18%
FAOAI
4587
Fund Advisors of America Inc
Florida
$2.45M +$2.54M +5,070 New
WCM
4588
Warburton Capital Management
Oklahoma
$2.45M +$130K +260 +5%
KLI
4589
Kelman-Lazarov Inc
Tennessee
$2.45M +$712K +1,420 +39%
NCG
4590
Newport Capital Group
New Jersey
$2.45M -$22.6K -45 -0.9%
SHJ
4591
Sharkey, Howes & Javer
Colorado
$2.44M -$633K -1,263 -20%
WAM
4592
WealthTrust Asset Management
Florida
$2.44M -$27.1K -54 -1%
GWM
4593
Greenline Wealth Management
Florida
$2.44M +$2.53M +5,043 New
CFM
4594
Catalyst Funds Management
Australia
$2.44M -$17.7M -35,260 -87%
SWIM
4595
Smallwood Wealth Investment Management
New Jersey
$2.44M -$29.6K -59 -1%
HIS
4596
Harvest Investment Services
Illinois
$2.43M +$968K +1,931 +62%
WAG
4597
Wallace Advisory Group
California
$2.43M -$401K -800 -14%
KDA
4598
Kraft Davis & Associates
Missouri
$2.43M +$101K +202 +4%
CPM
4599
Connective Portfolio Management
New York
$2.43M -$1.2M -2,400 -32%
EP
4600
Essential Planning
New Hampshire
$2.42M +$233K +465 +10%
182 183
184
185 186