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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3001
Fusion Capital
South Carolina
$260K +$16.1K +75 +7%
RIA
3002
RPG Investment Advisory
California
$259K -$12.7K -59 -5%
SC
3003
Slow Capital
California
$259K – – –
ACM
3004
Academy Capital Management
Texas
$256K -$1.07K -5 -0.4%
TWM
3005
Trevian Wealth Management
Massachusetts
$256K +$252K +1,176 New
SAM
3006
Sycomore Asset Management
France
$255K -$9.85M -45,877 -98%
SN
3007
Sittner & Nelson
Oregon
$255K +$21.5K +100 +9%
IF
3008
Integrity Financial
Wyoming
$255K +$253K +1,177 New
CAN
3009
Claraphi Advisory Network
United States
$254K -$30.7K -143 -11%
ML
3010
McAdam LLC
Pennsylvania
$254K +$2.58K +12 +1%
GLLW
3011
Graves Light Lenhart Wealth
Virginia
$254K +$40.1K +187 +19%
LI
3012
Lafayette Investments
Maryland
$254K +$47K +219 +23%
FA
3013
Faithward Advisors
Pennsylvania
$253K -$27.7K -129 -10%
GCAC
3014
Guardian Capital Advisors (Canada)
Ontario, Canada
$253K -$21.5K -100 -8%
RP
3015
Rowlandmiller & Partners
Georgia
$252K +$19.1K +89 +8%
CBT
3016
Capital Bank & Trust
California
$251K – – –
CWM
3017
Campbell Wealth Management
Virginia
$251K +$5.37K +25 +2%
DHGWA
3018
Dixon Hughes Goodman Wealth Advisors
North Carolina
$251K +$249K +1,159 New
MCM
3019
Marathon Capital Management
Maryland
$250K -$591K -2,752 -70%
WCG
3020
Weaver Consulting Group
California
$250K +$247K +1,152 New
TC
3021
Trilogy Capital
California
$249K -$1.93K -9 -0.8%
EMFAT
3022
Emerald Mutual Fund Advisers Trust
Pennsylvania
$249K – – –
SDH
3023
Sloy Dahl & Holst
Washington
$249K – – –
CPC
3024
Consolidated Planning Corp
Georgia
$249K +$7.51K +35 +3%
AAMC
3025
Asset Allocation & Management Company
Illinois
$249K +$247K +1,150 New
119 120
121
122 123