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Name Holding Trade Value Shares
Change 		Change in
Stake
OPPTF
2051
OPSEU Pension Plan Trust Fund
Ontario, Canada
$338K +$385K +8,769 New
PP
2052
PDS Planning
Ohio
$336K -$32.3K -736 -8%
GFS
2053
GYL Financial Synergies
Connecticut
$336K +$52K +1,186 +16%
SWMG
2054
Strategic Wealth Management Group
Maryland
$335K -$8.55K -195 -2%
POIA
2055
Pin Oak Investment Advisors
Texas
$335K – – –
BA
2056
Ballast Advisors
Minnesota
$334K -$12.5K -284 -3%
WIA
2057
Westbourne Investment Advisors
Maryland
$334K +$12.6K +288 +4%
TWI
2058
Thomas White International
Illinois
$334K +$373K +8,500 New
RC
2059
Roundview Capital
New Jersey
$333K -$142K -3,235 -28%
CAC
2060
Certified Advisory Corp
Florida
$333K -$790 -18 -0.2%
PW
2061
Peninsula Wealth
California
$333K +$2.19K +50 +0.6%
BRG
2062
Bay Rivers Group
Virginia
$332K +$12.6K +288 +4%
BMC
2063
Beaton Management Company
Massachusetts
$332K +$39.5K +900 +12%
CWM
2064
Confluence Wealth Management
Oregon
$331K -$98.1K -2,235 -21%
EA
2065
Emerald Advisors
Washington
$330K -$237K -5,397 -41%
MFS
2066
Madrona Financial Services
Washington
$330K – – –
SSWM
2067
Sheets Smith Wealth Management
North Carolina
$328K -$4.26M -97,085 -92%
ACM
2068
AlphaStar Capital Management
North Carolina
$328K -$332K -7,573 -48%
VAG
2069
VisionPoint Advisory Group
Texas
$328K -$190K -4,323 -34%
VCM
2070
Vivaldi Capital Management
Illinois
$328K -$15.8K -360 -4%
FNBTCON
2071
First National Bank & Trust Co of Newtown
Pennsylvania
$328K -$9.87K -225 -3%
OWP
2072
Obermeyer Wealth Partners
Colorado
$325K -$35.4K -808 -9%
DA
2073
Dillon & Associates
Michigan
$325K -$14.6K -333 -4%
GLLW
2074
Graves Light Lenhart Wealth
Virginia
$325K -$14K -319 -4%
FEM
2075
Fulcrum Equity Management
Texas
$323K -$42.2K -962 -10%
81 82
83
84 85