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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
3001
Crawford Investment Counsel
Georgia
$268K -$12.8K -119 -4%
WA
3002
WESPAC Advisors
California
$267K -$58.2K -540 -16%
JAG
3003
Journey Advisory Group
Kentucky
$267K -$5.39K -50 -2%
EA
3004
Echo45 Advisors
California
$265K +$10.8K +100 +4%
CCP
3005
Clarkston Capital Partners
Michigan
$264K -$37.7K -350 -11%
CWM
3006
C2C Wealth Management
Arizona
$264K – – –
RWMG
3007
Redwood Wealth Management Group
New Jersey
$264K +$73.8K +685 +32%
KIG
3008
Kennedy Investment Group
New Jersey
$264K +$303K +2,815 New
BWP
3009
Baldwin Wealth Partners
Massachusetts
$263K -$317K -2,940 -51%
GWM
3010
GSB Wealth Management
Connecticut
$263K +$3.23K +30 +1%
AV
3011
Aspiring Ventures
Ohio
$263K +$302K +2,800 New
EAN
3012
Excelsior Advisor Network
Colorado
$263K +$302K +2,800 New
SHWA
3013
Safe Harbor Wealth Advisors
Ohio
$262K +$373K +3,458 New
RA
3014
Rubicon Advisors
California
$261K +$301K +2,789 New
SP
3015
Symmetry Partners
Connecticut
$261K -$69.8K -647 -19%
FWM
3016
Fonville Wealth Management
Virginia
$261K +$30.3K +281 +11%
UCB
3017
United Community Bank
South Carolina
$261K -$150K -1,390 -33%
PMG
3018
ProVise Management Group
Florida
$261K – – –
WMP
3019
Wealth Management Partners
Arizona
$261K +$300K +2,779 New
FMC
3020
First Merchants Corp
Indiana
$260K +$21.6K +200 +8%
NC
3021
nVerses Capital
Florida
$260K +$299K +2,769 New
PWA
3022
Physician Wealth Advisors
Utah
$259K +$28.7K +266 +11%
MIFH
3023
Migdal Insurance & Financial Holdings
Israel
$259K -$55K -510 -16%
FC
3024
FCA Corp
Texas
$259K – – –
ME
3025
McIlrath & Eck
Washington
$259K +$11.9K +110 +4%
119 120
121
122 123