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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1801
WJ Financial Advisors
Connecticut
$736K – – –
CC
1802
Cultivar Capital
Texas
$735K – – –
RCWM
1803
Royal Capital Wealth Management
Indiana
$734K +$602 +2 +0.1%
HCC
1804
Hirtle Callaghan & Co
Pennsylvania
$733K +$21.4K +71 +3%
BRM
1805
Boston Research & Management
Massachusetts
$731K – – –
CFP
1806
Curran Financial Partners
South Carolina
$731K – – –
SAM
1807
Synergy Asset Management
Washington
$730K -$12.1M -40,167 -94%
UBV
1808
United Bank (Virginia)
Virginia
$730K – – –
ODIJL
1809
One Day In July LLC
Vermont
$729K +$222K +737 +45%
AMIM
1810
Aull & Monroe Investment Management
Alabama
$727K – – –
LA
1811
Lifeworks Advisors
Michigan
$727K -$136K -451 -16%
TBT
1812
Texas Bank & Trust
Texas
$726K – – –
HWM
1813
Horizon Wealth Management
Illinois
$725K +$709K +2,354 New
DJYG
1814
David J. Yvars Group
Florida
$722K -$69.3K -230 -9%
SRC
1815
Shufro Rose & Co
New York
$721K -$147K -488 -17%
VC
1816
Vicus Capital
Pennsylvania
$721K -$247K -820 -26%
RCM
1817
Raleigh Capital Management
North Carolina
$721K +$117K +388 +20%
SIA
1818
SeaBridge Investment Advisors
New Jersey
$720K – – –
WWA
1819
Wingate Wealth Advisors
Massachusetts
$720K +$422K +1,403 +150%
PAA
1820
Peregrine Asset Advisers
Oregon
$720K -$5.04M -16,721 -88%
FPCP
1821
Fort Point Capital Partners
California
$719K -$4.22K -14 -0.6%
CVA
1822
Central Valley Advisors
California
$719K -$301 -1 -0%
AWM
1823
Abound Wealth Management
Tennessee
$719K +$558K +1,852 +385%
WWC
1824
Waypoint Wealth Counsel
Georgia
$719K +$92.4K +307 +15%
SIS
1825
Strategic Investment Solutions
Illinois
$717K +$91.2K +303 +15%
71 72
73
74 75