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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3126
Successful Portfolios
Florida
$5.37M -$312K -1,677 -5%
CC
3127
Courier Capital
New York
$5.36M -$454K -2,439 -8%
BWM
3128
Buckley Wealth Management
Nevada
$5.36M +$140K +753 +3%
CWA
3129
Centennial Wealth Advisory
Michigan
$5.36M +$313K +1,683 +6%
PIA
3130
Pinion Investment Advisors
Kansas
$5.35M +$151K +811 +3%
BCP
3131
Berkeley Capital Partners
Georgia
$5.35M -$24.9K -134 -0.5%
SGK
3132
Steigerwald Gordon & Koch
Virginia
$5.35M +$895K +4,807 +20%
EPG
3133
Estate Planners Group
Pennsylvania
$5.34M +$5.34M +28,664 New
CFG
3134
Carter Financial Group
Illinois
$5.33M +$328K +1,762 +7%
LWM
3135
LeConte Wealth Management
Tennessee
$5.32M +$720K +3,868 +16%
ODIJL
3136
One Day In July LLC
Vermont
$5.31M +$275K +1,479 +5%
SJIM
3137
St. Johns Investment Management
Florida
$5.3M -$43.6K -234 -0.8%
DAC
3138
Dutch Asset Corp
New York
$5.28M +$5.27M +28,334 New
SFPG
3139
Stonebridge Financial Planning Group
Florida
$5.28M +$77.1K +414 +1%
NCM
3140
New Capital Management
Texas
$5.28M -$894K -4,803 -15%
BLC
3141
Brown, Lisle/Cummings
Rhode Island
$5.27M -$50.3K -270 -0.9%
SFGP
3142
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.26M +$707K +3,796 +16%
NP
3143
Ninepoint Partners
Ontario, Canada
$5.26M +$1.05M +5,622 +25%
PIM
3144
Platinum Investment Management
Australia
$5.26M – – –
JTF
3145
J. Team Financial
Texas
$5.26M -$623K -3,348 -11%
AGC
3146
August Group Capital
$5.25M +$5.24M +28,145 New
SRC
3147
Sage Rhino Capital
California
$5.24M -$318K -1,711 -6%
WFA
3148
WMG Financial Advisors
Tennessee
$5.22M -$1.29M -6,948 -20%
HEM
3149
Henson-Edgewater Management
Ohio
$5.22M +$5.21M +27,987 New
HGWM
3150
Horst & Graben Wealth Management
Oregon
$5.22M -$2.13M -11,419 -29%
124 125
126
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