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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1451
Strengthening Families & Communities LLC
Massachusetts
$3.12M +$264K +761 +12%
MFS
1452
Monetta Financial Services
Illinois
$3.11M – – –
SSWM
1453
Smith Salley Wealth Management
North Carolina
$3.11M +$524K +1,512 +28%
PWM
1454
Pinnacle Wealth Management
California
$3.11M -$322K -929 -12%
CG
1455
CFO4Life Group
Texas
$3.1M +$916K +2,640 +61%
ZIC
1456
ZWJ Investment Counsel
Georgia
$3.1M -$82.9K -239 -3%
MAM
1457
Milestone Asset Management
Pennsylvania
$3.1M -$767K -2,211 -24%
MWA
1458
Monograph Wealth Advisors
California
$3.09M +$135K +389 +6%
HCM
1459
Highview Capital Management
Illinois
$3.08M -$62.8K -181 -3%
CWP
1460
Concord Wealth Partners
Virginia
$3.08M -$509K -1,468 -18%
KLI
1461
Kelman-Lazarov Inc
Tennessee
$3.07M +$31.9K +92 +1%
TCBWMS
1462
Texas Capital Bank Wealth Management Services
Texas
$3.05M +$1.73M +4,995 +267%
SFS
1463
Strategic Financial Services
New York
$3.04M +$6.59K +19 +0.3%
AI
1464
AXS Investments
New York
$3.04M +$530K +1,528 +29%
CQWA
1465
Chokshi & Queen Wealth Advisors
California
$3.03M -$1.73M -5,000 -42%
SG
1466
Sienna Gestion
France
$3.03M – – –
GFA
1467
Gifford Fong Associates
California
$3.02M – – –
AA
1468
Ancora Advisors
Ohio
$3.02M -$184K -531 -7%
UF
1469
Univest Financial
Pennsylvania
$3.01M -$26.7K -77 -1%
CFS
1470
CRA Financial Services
New Jersey
$3M -$166K -479 -7%
BA
1471
Birinyi Associates
Connecticut
$2.99M +$1.81M +5,230 +349%
CPA
1472
Capital Performance Advisors
California
$2.99M +$200K +577 +9%
HWA
1473
HHM Wealth Advisors
Tennessee
$2.99M +$73.9K +213 +3%
IPW
1474
Impact Partnership Wealth
Georgia
$2.99M +$436K +1,257 +23%
FIM
1475
FWL Investment Management
Texas
$2.99M +$897K +2,585 +63%
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