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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
3526
Chancellor Financial Group WB
Pennsylvania
$1.03M +$4.47K +6 +0.4%
CL
3527
CVFG LLC
Indiana
$1.02M -$74.4K -100 -7%
DWA
3528
Dougherty Wealth Advisers
Minnesota
$1.02M – – –
RCA
3529
Riverview Capital Advisers
Massachusetts
$1.02M +$389K +522 +60%
SIM
3530
Synergy Investment Management
Florida
$1.02M – – –
MW
3531
Members Wealth
Pennsylvania
$1.02M +$1.06M +1,423 New
HL
3532
HeadInvest LLC
Maine
$1.02M -$22.3K -30 -2%
BHIA
3533
Birch Hill Investment Advisors
Massachusetts
$1.02M – – –
HA
3534
Hamel Associates
New Jersey
$1.02M +$3.72K +5 +0.4%
AZ
3535
Alpha Zero
Florida
$1.02M -$744 -1 -0.1%
IW
3536
Imprint Wealth
South Carolina
$1.02M +$1.03M +1,385 New
TFA
3537
Tobias Financial Advisors
Florida
$1.02M +$127K +171 +14%
TAM
3538
Townsend Asset Management
North Carolina
$1.02M +$61.8K +83 +6%
TCMP
3539
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.02M +$260K +350 +34%
SC
3540
Seldon Capital
California
$1.01M – – –
MCA
3541
MSH Capital Advisors
Arizona
$1.01M +$144K +194 +16%
SFC
3542
Sprinkle Financial Consultants
Colorado
$1.01M +$16.4K +22 +2%
MAG
3543
M3 Advisory Group
Massachusetts
$1.01M +$43.2K +58 +4%
WSA
3544
Warm Springs Advisors
California
$1.01M +$398K +535 +63%
MSWMA
3545
Market Street Wealth Management Advisors
Indiana
$1.01M +$76.7K +103 +8%
DTC
3546
Davidson Trust Company
Washington
$1.01M +$91.5K +123 +10%
TSW
3547
Three Seasons Wealth
Utah
$1.01M +$52.8K +71 +5%
PCP
3548
Panoramic Capital Partners
Oregon
$1.01M +$58.8K +79 +6%
SWA
3549
Serenus Wealth Advisors
California
$1.01M – – –
IPW
3550
Intergy Private Wealth
Colorado
$1.01M +$20.8K +28 +2%
140 141
142
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