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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1851
AdviceOne Advisory Services
Connecticut
$344K +$6.31K +57 +2%
CC
1852
Cypress Capital
Tennessee
$343K +$45K +406 +18%
MA
1853
Montag & Associates
Georgia
$343K -$17.9K -162 -6%
RT
1854
Rockland Trust
Massachusetts
$342K -$35.4K -320 -11%
RFM
1855
Royal Fund Management
Florida
$341K -$13.5K -122 -5%
WCA
1856
Westover Capital Advisors
Delaware
$340K – – –
MWA
1857
Meridian Wealth Advisors
Texas
$340K -$6.09K -55 -2%
LFS
1858
Legacy Financial Strategies
Kansas
$339K +$12.6K +114 +5%
GG
1859
Greenwood Gearhart
Arkansas
$337K +$283K +2,556 New
WA1
1860
Wimmer Associates 1
California
$337K +$9.97K +90 +4%
PFSC
1861
Peoples Financial Services Corp
Pennsylvania
$337K +$1.11K +10 +0.4%
AWA
1862
Argos Wealth Advisors
California
$337K +$282K +2,551 New
SCA
1863
Strathmore Capital Advisors
North Carolina
$336K +$5.2K +47 +2%
VRM
1864
Vectors Research Management
New York
$335K +$1.44K +13 +0.5%
CLOS
1865
Compagnie Lombard Odier SCmA
Switzerland
$335K +$69.1K +624 +33%
CCM
1866
Check Capital Management
California
$334K – – –
SMWM
1867
Silvia McColl Wealth Management
California
$334K +$22.1K +200 +9%
WP
1868
WealthPLAN Partners
Nebraska
$334K +$2.99K +27 +1%
SFP
1869
Strategic Financial Partners
Oregon
$332K +$279K +2,517 New
MFG
1870
Midwest Financial Group
Kansas
$332K +$7.31K +66 +3%
SIC
1871
Shoker Investment Counsel
Ohio
$332K -$997 -9 -0.4%
OL
1872
Optas LLC
Texas
$332K -$232K -2,095 -45%
AWM
1873
Aberdeen Wealth Management
Illinois
$332K – – –
APM
1874
a16z Perennial Management
California
$331K – – –
MWA
1875
Martel Wealth Advisors
Washington
$330K +$277K +2,500 New
73 74
75
76 77