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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
951
Murphy Capital Management
New Jersey
$1.14M – – –
PWMG
952
Prestige Wealth Management Group
New Jersey
$1.13M +$152K +2,990 +17%
SC
953
Savant Capital
Illinois
$1.13M -$124K -2,450 -11%
CC
954
Callan Capital
California
$1.13M -$91.3K -1,800 -8%
RW
955
Rede Wealth
Virginia
$1.13M +$1.05M +20,790 New
SIS
956
Sound Income Strategies
Florida
$1.12M +$173K +3,410 +20%
ACP
957
Ashfield Capital Partners
California
$1.12M – – –
BCM
958
Breiter Capital Management
Florida
$1.12M – – –
RCAG
959
Rehmann Capital Advisory Group
Michigan
$1.12M +$84.7K +1,670 +9%
PFGIA
960
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$42.6K -840 -4%
EWA
961
EP Wealth Advisors
California
$1.11M +$346K +6,820 +50%
EH
962
Equitable Holdings
New York
$1.11M +$40.1K +790 +4%
AG
963
Algert Global
California
$1.1M – – –
JWM
964
Jupiter Wealth Management
Colorado
$1.1M – – –
ACA
965
Affinity Capital Advisors
California
$1.09M -$24.8K -490 -2%
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$203K +4,000 +25%
APP
967
Avantax Planning Partners
Iowa
$1.09M -$807K -15,910 -44%
TA
968
TruWealth Advisors
Louisiana
$1.08M +$1.02M +20,040 New
AIA
969
AIMZ Investment Advisors
California
$1.08M +$164K +3,230 +19%
SAM
970
SP Asset Management
California
$1.08M +$101K +2,000 +11%
PM
971
Precept Management
Texas
$1.08M -$3.04M -60,000 -75%
AJ
972
Ashburton (Jersey)
Jersey
$1.08M – – –
AFP
973
Ausdal Financial Partners
Iowa
$1.08M +$4.06K +80 +0.4%
1WA
974
180 Wealth Advisors
Washington
$1.08M +$18.8K +370 +2%
MFG
975
MidWestOne Financial Group
Iowa
$1.08M +$36.5K +720 +4%
37 38
39
40 41