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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3401
Neumann Capital Management
California
$828K – – –
IPW
3402
Inlet Private Wealth
Florida
$828K – – –
GWA
3403
Geometric Wealth Advisors
District of Columbia
$827K +$3.52K +6 +0.4%
SIM
3404
Synergy Investment Management
Florida
$824K +$827K +1,409 New
BAS
3405
Breakthru Advisory Services
Wisconsin
$824K +$826K +1,408 New
NCM
3406
Northwest Capital Management
Oregon
$823K +$587 +1 +0.1%
BWAM
3407
Boyd Watterson Asset Management
Ohio
$823K -$8.22K -14 -1%
FP
3408
Foundry Partners
Minnesota
$823K +$323K +550 +64%
GIM
3409
Groesbeck Investment Management
New Jersey
$820K -$5.87K -10 -0.7%
SAMT
3410
Select Asset Management & Trust
Pennsylvania
$818K -$58.7K -100 -7%
DWA
3411
Dougherty Wealth Advisers
Minnesota
$816K – – –
BBW
3412
Blue Barn Wealth
Utah
$816K +$7.04K +12 +0.9%
WA
3413
Whipplewood Advisors
Colorado
$814K +$816K +1,391 New
IW
3414
Instrumental Wealth
Florida
$813K +$75.1K +128 +12%
RFA
3415
Resurgent Financial Advisors
Georgia
$813K +$99.8K +170 +14%
WI
3416
Wintrust Investments
Illinois
$813K -$15.8K -27 -2%
SFS
3417
Symphony Financial Services
Ohio
$813K -$158K -270 -16%
CAM
3418
Concorde Asset Management
Michigan
$811K +$44.6K +76 +6%
VCAM
3419
Van Cleef Asset Management
Ohio
$811K – – –
IFU
3420
iSAM Funds (UK)
United Kingdom
$811K +$813K +1,385 New
EW
3421
Elyxium Wealth
California
$810K -$1.24M -2,120 -61%
WFM
3422
Wolff Financial Management
Michigan
$810K -$1.76K -3 -0.2%
CCA
3423
Conservest Capital Advisors
Pennsylvania
$810K -$20.5K -35 -2%
SL
3424
Salomon & Ludwin
Virginia
$810K -$24.1K -41 -3%
SC
3425
Seldon Capital
California
$809K – – –
135 136
137
138 139