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Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
2801
NBZ Investment Advisors
Tennessee
$207K +$198K +619 New
FF
2802
Francis Financial
$207K +$331K +1,036 New
W
2803
Wealthquest
Ohio
$207K +$197K +618 New
AIA
2804
Accelerate Investment Advisors
California
$206K +$197K +618 New
CCC
2805
Compass Capital Corp
Massachusetts
$206K +$197K +616 New
FC
2806
Financial Council
Maryland
$206K +$197K +616 New
3F
2807
360 Financial
Minnesota
$206K +$196K +615 New
TBWA
2808
Three Bridge Wealth Advisors
California
$205K +$195K +611 New
4WM
2809
49 Wealth Management
Texas
$204K +$195K +610 New
LFS
2810
Legacy Financial Strategies
Kansas
$204K +$197K +616 New
SFC
2811
Strategic Financial Concepts
Texas
$204K +$195K +610 New
CS
2812
Capital Square
Tennessee
$204K +$195K +610 New
PAA
2813
Peregrine Asset Advisers
Oregon
$204K +$194K +609 New
CIAS
2814
CFS Investment Advisory Services
New Jersey
$203K +$194K +608 New
PFS
2815
Prospect Financial Services
New York
$203K +$194K +607 New
GRA
2816
Golden Road Advisors
Florida
$202K +$193K +605 New
MAM
2817
Mainsail Asset Management
Alabama
$202K +$193K +604 New
RPGK
2818
Retirement Planning Group (Kansas)
Kansas
$201K +$192K +602 New
LFGO
2819
Legacy Financial Group (Oklahoma)
Oklahoma
$201K +$192K +602 New
LRPA
2820
L. Roy Papp & Associates
Arizona
$201K +$192K +601 New
GC
2821
Globeflex Capital
California
$201K – – –
NCM
2822
Neumann Capital Management
California
$201K +$191K +600 New
RCWM
2823
Royal Capital Wealth Management
Indiana
$201K +$191K +600 New
RT
2824
Rockland Trust
Massachusetts
$200K +$191K +599 New
DCBT
2825
Dakota Community Bank & Trust
North Dakota
$198K +$46.3K +145 +33%
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113
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