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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
3676
Tradewinds LLC
North Carolina
$934K +$3.34K +5 +0.4%
NCM
3677
Neumann Capital Management
California
$934K – – –
TA
3678
TrueWealth Advisors
Alabama
$932K +$647K +969 +219%
CAP
3679
Cordoba Advisory Partners
New York
$932K +$2.33M +3,488 New
PRP
3680
Peak Retirement Planning
Ohio
$932K +$288K +432 +44%
UOC
3681
UBS O'Connor
Illinois
$931K -$4.4M -6,589 -82%
AWA
3682
Amplius Wealth Advisors
Pennsylvania
$930K -$44.1K -66 -4%
VH
3683
Visionary Horizons
Tennessee
$929K +$82.8K +124 +10%
BCM
3684
Bayesian Capital Management
New York
$928K -$4.54M -6,794 -83%
GPWA
3685
Gaddis Premier Wealth Advisors
Oklahoma
$927K +$938K +1,404 New
OCM
3686
Osbon Capital Management
Massachusetts
$925K +$936K +1,401 New
RFA
3687
Reyes Financial Architecture
California
$925K +$151K +226 +19%
GG
3688
GenWealth Group
New Jersey
$925K +$43.4K +65 +5%
SIC
3689
SJS Investment Consulting
Ohio
$924K -$252K -377 -21%
SFS
3690
Strategic Financial Services
New York
$924K – – –
FFWM
3691
Future Financial Wealth Management
Ohio
$924K +$29.4K +44 +3%
CNB
3692
Camden National Bank
Maine
$923K +$413K +619 +79%
ORAM
3693
One River Asset Management
Connecticut
$922K -$1.13M -1,697 -55%
SA
3694
Sincerus Advisory
New York
$922K +$24.7K +37 +3%
TDC
3695
Thompson Davis & Co
Virginia
$921K +$56.8K +85 +6%
SIM
3696
Synergy Investment Management
Florida
$921K +$2.67K +4 +0.3%
MPCL
3697
My Personal CFO LLC
Washington
$921K +$698K +1,046 +300%
DWA
3698
Dougherty Wealth Advisers
Minnesota
$920K – – –
EIP
3699
Essential Investment Partners
Colorado
$920K +$931K +1,394 New
OAM
3700
Oxford Asset Management
United Kingdom
$919K -$470K -704 -34%
146 147
148
149 150