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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1826
Integris Wealth Management
California
$241K +$9.08K +96 +4%
CRIG
1827
Charter Research & Investment Group
Connecticut
$241K – – –
PFSC
1828
Peoples Financial Services Corp
Pennsylvania
$241K -$8.79K -93 -4%
FFA
1829
Florida Financial Advisors
Florida
$240K -$52.4K -554 -18%
AAS
1830
AdviceOne Advisory Services
Connecticut
$239K +$1.7K +18 +0.7%
KCP
1831
Kera Capital Partners
California
$239K +$239K +2,526 New
VRM
1832
Vectors Research Management
New York
$239K -$25.3K -268 -10%
SOS
1833
Silver Oak Securities
Tennessee
$238K -$13.9K -147 -6%
RPCONE
1834
Retirement Planning Company of New England
Rhode Island
$238K +$5.48K +58 +2%
HC
1835
Hourglass Capital
Texas
$237K – – –
SIC
1836
Shoker Investment Counsel
Ohio
$237K +$1.14K +12 +0.5%
JSL
1837
JT Stratford LLC
Georgia
$237K -$21.3K -225 -8%
WP
1838
WealthPLAN Partners
Nebraska
$236K -$49.8K -527 -17%
AA
1839
Auxano Advisors
Washington
$235K -$30.3K -320 -11%
GAM
1840
Gemmer Asset Management
California
$234K +$6.33K +67 +3%
FA
1841
FF Advisors
California
$234K -$19.3K -204 -8%
LA
1842
Latitude Advisors
Florida
$234K -$24.8K -262 -10%
WCM
1843
Wedge Capital Management
North Carolina
$234K -$95 -1 -0%
APM
1844
a16z Perennial Management
California
$233K +$233K +2,468 New
RCWM
1845
Royal Capital Wealth Management
Indiana
$233K +$378 +4 +0.2%
WA1
1846
Wimmer Associates 1
California
$233K – – –
WF
1847
Wayfinding Financial
Washington
$233K -$189 -2 -0.1%
BCG
1848
Breakwater Capital Group
New Jersey
$233K +$8.04K +85 +4%
EFG
1849
Ethos Financial Group
Pennsylvania
$232K – – –
CNAM
1850
Campbell Newman Asset Management
Wisconsin
$232K – – –
72 73
74
75 76