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Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1201
Enterprise Trust & Investment
California
$18K – – –
OC
1202
Oakworth Capital
Alabama
$18K – – –
CAGAS
1203
Capital Advisory Group Advisory Services
Minnesota
$18K +$19.4K +168 New
GI
1204
GS Investments
Minnesota
$17K – – –
RA
1205
Rise Advisors
New York
$17K +$2.3K +20 +15%
SCA
1206
Stonebridge Capital Advisors
Minnesota
$17K +$2.65K +23 +17%
GKIM
1207
GW&K Investment Management
Massachusetts
$16K -$1.38M -11,943 -99%
BHWM
1208
Beaird Harris Wealth Management
Texas
$16K – – –
CB
1209
CNB Bank
Pennsylvania
$16K – – –
DWA
1210
Dougherty Wealth Advisers
Minnesota
$16K – – –
CP
1211
Castleview Partners
Texas
$16K +$17.9K +155 New
BWM
1212
BerganKDV Wealth Management
Minnesota
$15K -$28.8K -250 -64%
GWMIA
1213
Global Wealth Management Investment Advisory
Florida
$15K -$11.5K -100 -43%
CFFP
1214
Center for Financial Planning
Michigan
$15K – – –
POIA
1215
Pin Oak Investment Advisors
Texas
$15K – – –
SIS
1216
Sound Income Strategies
Florida
$14K -$4.61K -40 -24%
LCM
1217
Logan Capital Management
Pennsylvania
$14K – – –
WPWM
1218
Western Pacific Wealth Management
Illinois
$14K +$5.76K +50 +63%
EWM
1219
Endurance Wealth Management
Rhode Island
$13K -$23K -200 -63%
PG
1220
Proffitt & Goodson
Tennessee
$13K -$13.8K -120 -50%
BC
1221
Burleson & Co
California
$13K – – –
ME
1222
McIlrath & Eck
Washington
$13K – – –
RDFA
1223
Ritter Daniher Financial Advisory
Ohio
$13K +$11.5K +100 +500%
GAM
1224
Gemmer Asset Management
California
$13K +$12.7K +110 +1,000%
NWM
1225
Nauset Wealth Management
Connecticut
$13K +$13.9K +121 New
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