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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3701
Sincerus Advisory
New York
$922K +$24.7K +37 +3%
TDC
3702
Thompson Davis & Co
Virginia
$921K +$56.8K +85 +6%
SIM
3703
Synergy Investment Management
Florida
$921K +$2.67K +4 +0.3%
MPCL
3704
My Personal CFO LLC
Washington
$921K +$698K +1,046 +300%
DWA
3705
Dougherty Wealth Advisers
Minnesota
$920K – – –
EIP
3706
Essential Investment Partners
Colorado
$920K +$931K +1,394 New
OAM
3707
Oxford Asset Management
United Kingdom
$919K -$470K -704 -34%
3F
3708
360 Financial
Minnesota
$918K +$34.1K +51 +4%
CCA
3709
Carrera Capital Advisors
Michigan
$918K +$311K +465 +50%
BC
3710
Brio Consultants
California
$916K +$302K +453 +49%
BWM
3711
BCGM Wealth Management
Indiana
$916K +$20.7K +31 +2%
CAM
3712
Chesapeake Asset Management
New York
$912K +$118K +176 +15%
PPA
3713
Painted Porch Advisors
California
$912K +$97.5K +146 +12%
SC
3714
Seldon Capital
California
$912K – – –
SFC
3715
Sprinkle Financial Consultants
Colorado
$912K +$668 +1 +0.1%
SAMT
3716
Select Asset Management & Trust
Pennsylvania
$911K -$52.1K -78 -5%
IW
3717
Instrumental Wealth
Florida
$911K +$23.4K +35 +3%
DFA
3718
Davies Financial Advisors
California
$910K -$738K -1,105 -44%
RCA
3719
Riverview Capital Advisers
Massachusetts
$909K -$10.7K -16 -1%
HCWM
3720
Hidden Cove Wealth Management
Washington
$909K +$138K +207 +18%
PWP
3721
Precedent Wealth Partners
Texas
$908K +$52.1K +78 +6%
KA
3722
KDT Advisors
New York
$908K +$56.8K +85 +7%
PAM
3723
PCG Asset Management
New Jersey
$908K +$36.7K +55 +4%
SWA
3724
Serenus Wealth Advisors
California
$906K – – –
PAA
3725
Peregrine Asset Advisers
Oregon
$906K +$90.1K +135 +11%
147 148
149
150 151