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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3351
Sage Advisors
Colorado
$3.71M +$136K +783 +4%
LWM
3352
LongView Wealth Management
Georgia
$3.71M -$153K -877 -4%
PFA
3353
Plotkin Financial Advisors
Maryland
$3.71M +$640K +3,670 +23%
RFA
3354
Register Financial Advisors
Georgia
$3.71M -$27.9K -160 -0.8%
BDF
3355
Black Diamond Financial
Maryland
$3.71M +$261K +1,495 +8%
SCP
3356
Stamos Capital Partners
California
$3.7M -$1.52M -8,699 -30%
CWM
3357
Consultiva Wealth Management
Puerto Rico
$3.7M – – –
SPI
3358
Sutton Place Investors
New York
$3.7M +$164K +939 +5%
LSWP
3359
Liberty Square Wealth Partners
Pennsylvania
$3.7M +$21.4K +123 +0.6%
GCA
3360
Genesee Capital Advisors
New York
$3.7M -$51.9K -298 -1%
TWM
3361
Trueblood Wealth Management
Ohio
$3.69M -$40.4K -232 -1%
4WM
3362
49 Wealth Management
Texas
$3.69M +$508K +2,916 +17%
SFG
3363
Seamount Financial Group
Colorado
$3.69M +$117K +672 +4%
CASB
3364
Cape Ann Savings Bank
Massachusetts
$3.69M +$96.4K +553 +3%
CWM
3365
Cahaba Wealth Management
Georgia
$3.69M -$78.8K -452 -2%
AWA
3366
Acorn Wealth Advisors
Michigan
$3.69M +$409K +2,344 +13%
HP
3367
HT Partners
Connecticut
$3.69M -$118K -679 -3%
CFO
3368
Colony Family Offices
North Carolina
$3.68M +$3.43M +19,700 New
RLH
3369
RD Lewis Holdings
Florida
$3.68M +$47.1K +270 +1%
CG
3370
Clifford Group
Massachusetts
$3.67M -$40.4K -232 -1%
CAS
3371
CTC Alternative Strategies
Illinois
$3.67M +$3.43M +19,669 New
NS
3372
Night Squared
New York
$3.67M +$3.43M +19,665 New
MWP
3373
Meridian Wealth Partners
Pennsylvania
$3.67M -$1.41M -8,070 -29%
SSIM
3374
Sheets Smith Investment Management
Texas
$3.67M +$293K +1,679 +9%
PBC
3375
Pavion Blue Capital
California
$3.67M – – –
133 134
135
136 137