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Name Holding Trade Value Shares
Change 		Change in
Stake
SGWP
1551
Sun Group Wealth Partners
California
$2.53M +$163K +395 +6%
ACG
1552
Allen Capital Group
Nebraska
$2.53M -$51.1K -124 -2%
RI
1553
Ruggiero Investments
Florida
$2.52M +$75.4K +183 +3%
ZIC
1554
ZWJ Investment Counsel
Georgia
$2.52M +$9.06K +22 +0.3%
CWP
1555
Core Wealth Partners
California
$2.51M +$135K +328 +5%
FM
1556
Family Management
New York
$2.51M +$2.28M +5,542 +460%
MCI
1557
MRP Capital Investments
Georgia
$2.51M +$113K +275 +4%
MA
1558
MJP Associates
Connecticut
$2.51M -$115K -278 -4%
CHAM
1559
Clear Harbor Asset Management
Connecticut
$2.5M +$112K +272 +4%
CAM
1560
CenterStar Asset Management
Illinois
$2.5M +$2.44M +5,913 +715%
EFH
1561
Eaton Financial Holdings
Florida
$2.5M -$503K -1,221 -15%
OWA
1562
One Wealth Advisors
California
$2.49M +$31.7K +77 +1%
AWC
1563
Abundance Wealth Counselors
Pennsylvania
$2.49M +$615K +1,492 +29%
BAM
1564
BLKBRD Asset Management
Connecticut
$2.49M -$799K -1,940 -22%
UF
1565
Univest Financial
Pennsylvania
$2.48M +$67.6K +164 +3%
CIM
1566
Corda Investment Management
Texas
$2.48M +$126K +306 +5%
WE
1567
Wealth Effects
Massachusetts
$2.48M -$284K -690 -9%
SWRP
1568
Summit Wealth & Retirement Planning
California
$2.47M -$61.8K -150 -2%
KA
1569
KLCM Advisors
Wisconsin
$2.47M -$332K -806 -11%
SFCL
1570
Strengthening Families & Communities LLC
Massachusetts
$2.46M -$81.6K -198 -3%
WMWM
1571
Whitaker-Myers Wealth Managers
Ohio
$2.46M +$622K +1,509 +30%
EWL
1572
Emissary Wealth LLC
New Jersey
$2.46M +$220K +534 +9%
EFMH
1573
E Fund Management (HK)
Hong Kong
$2.45M -$604K -1,467 -18%
SWA
1574
Strategies Wealth Advisors
Michigan
$2.45M +$147K +357 +6%
OWMIAS
1575
One Wealth Management Investment & Advisory Services
Florida
$2.44M +$101K +244 +4%
61 62
63
64 65