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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
3701
360 Financial
Minnesota
$918K +$34.1K +51 +4%
CCA
3702
Carrera Capital Advisors
Michigan
$918K +$311K +465 +50%
BC
3703
Brio Consultants
California
$916K +$302K +453 +49%
BWM
3704
BCGM Wealth Management
Indiana
$916K +$20.7K +31 +2%
CAM
3705
Chesapeake Asset Management
New York
$912K +$118K +176 +15%
PPA
3706
Painted Porch Advisors
California
$912K +$97.5K +146 +12%
SC
3707
Seldon Capital
California
$912K – – –
SFC
3708
Sprinkle Financial Consultants
Colorado
$912K +$668 +1 +0.1%
SAMT
3709
Select Asset Management & Trust
Pennsylvania
$911K -$52.1K -78 -5%
IW
3710
Instrumental Wealth
Florida
$911K +$23.4K +35 +3%
DFA
3711
Davies Financial Advisors
California
$910K -$738K -1,105 -44%
RCA
3712
Riverview Capital Advisers
Massachusetts
$909K -$10.7K -16 -1%
HCWM
3713
Hidden Cove Wealth Management
Washington
$909K +$138K +207 +18%
PWP
3714
Precedent Wealth Partners
Texas
$908K +$52.1K +78 +6%
KA
3715
KDT Advisors
New York
$908K +$56.8K +85 +7%
PAM
3716
PCG Asset Management
New Jersey
$908K +$36.7K +55 +4%
SWA
3717
Serenus Wealth Advisors
California
$906K – – –
PAA
3718
Peregrine Asset Advisers
Oregon
$906K +$90.1K +135 +11%
PCMF
3719
Private Capital Management (Florida)
Florida
$904K – – –
T
3720
TrustBank
Illinois
$901K +$912K +1,365 New
CCMG
3721
Connecticut Capital Management Group
Connecticut
$899K +$909K +1,362 New
WAOI
3722
Wealth Advisors of Iowa
Iowa
$898K -$4.67K -7 -0.5%
JFGLC
3723
Johnson Financial Group LLC (Colorado)
Colorado
$896K +$349K +522 +63%
CCM
3724
Cinctive Capital Management
New York
$896K +$554K +830 +157%
LAM
3725
Lakewood Asset Management
Illinois
$895K – – –
147 148
149
150 151