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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2976
Ally Financial
Michigan
$4.97M +$5.32M +29,000 New
FFC
2977
First Financial Corp
Indiana
$4.96M +$1.21M +6,585 +29%
WOC
2978
West Oak Capital
California
$4.95M -$44.2K -241 -0.8%
FSG
2979
Financial Strategies Group
Michigan
$4.95M +$761K +4,152 +17%
KCM
2980
KLK Capital Management
California
$4.94M -$168K -917 -3%
SL
2981
Summitry LLC
California
$4.94M -$55.2K -301 -1%
OCPWS
2982
One Charles Private Wealth Services
Massachusetts
$4.93M -$198K -1,079 -4%
RIM
2983
RW Investment Management
Idaho
$4.93M +$27K +147 +0.5%
AA
2984
Argent Advisors
Louisiana
$4.93M -$195K -1,064 -4%
LFS
2985
Legacy Financial Strategies
Kansas
$4.93M +$439K +2,393 +10%
SDWMA
2986
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.92M +$46.4K +253 +0.9%
FOA
2987
Five Oceans Advisors
California
$4.92M +$196K +1,068 +4%
EWM
2988
Elmwood Wealth Management
California
$4.91M -$33.6K -183 -0.6%
PFP
2989
Paragon Financial Partners
California
$4.91M -$6.42K -35 -0.1%
TCWM
2990
Total Clarity Wealth Management
Illinois
$4.91M +$150K +818 +3%
SHA
2991
Seneca House Advisors
Virginia
$4.89M -$52.6K -287 -1%
AWM
2992
Accel Wealth Management
Iowa
$4.88M +$81.1K +442 +2%
LAS
2993
LWM Advisory Services
Florida
$4.87M -$188K -1,025 -3%
MCM
2994
McRae Capital Management
New Jersey
$4.87M -$285K -1,555 -5%
BWG
2995
Beta Wealth Group
California
$4.87M -$41.4K -226 -0.8%
AWM
2996
Abound Wealth Management
Tennessee
$4.86M +$707K +3,854 +16%
IF
2997
Integrity Financial
Wyoming
$4.86M +$73.7K +402 +1%
AA
2998
Addison Advisors
Vermont
$4.86M +$25.3K +138 +0.5%
PFC
2999
Phocas Financial Corp
California
$4.85M -$13.6K -74 -0.3%
BBNB
3000
Baker Boyer National Bank
Washington
$4.84M -$6.73M -36,711 -57%
118 119
120
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