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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1651
AlphaCentric Advisors
Puerto Rico
$225K +$218K +3,469 New
W
1652
WealthStone
Ohio
$224K +$217K +3,450 New
FSC
1653
Full Sail Capital
Oklahoma
$224K -$14.9K -236 -6%
GSIS
1654
Global Strategic Investment Solutions
Arizona
$224K – – –
KLCM
1655
KG&L Capital Management
Louisiana
$224K – – –
PBO
1656
Peoples Bank (Ohio)
Ohio
$224K +$218K +3,455 New
RWMH
1657
Riverpoint Wealth Management Holdings
Illinois
$223K +$216K +3,430 New
BWAM
1658
Boyd Watterson Asset Management
Ohio
$223K +$216K +3,433 New
SQA
1659
Simon Quick Advisors
New Jersey
$222K -$8.75K -139 -4%
OC
1660
Oakworth Capital
Alabama
$221K -$3.59K -57 -2%
MHIC
1661
Marble Harbor Investment Counsel
Massachusetts
$221K – – –
EWM
1662
Evermay Wealth Management
Virginia
$220K +$213K +3,385 New
CF
1663
Corrigan Financial
Rhode Island
$220K -$20K -317 -9%
LC
1664
Lindbrook Capital
California
$218K +$66K +1,048 +45%
DWM
1665
Doyle Wealth Management
Florida
$217K -$71.5K -1,136 -25%
RPWA
1666
Regent Peak Wealth Advisors
Georgia
$217K -$4.47K -71 -2%
MGIA
1667
Moneta Group Investment Advisors
Missouri
$217K +$210K +3,340 New
SF
1668
Symphony Financial
Texas
$216K +$210K +3,331 New
AMIM
1669
Aull & Monroe Investment Management
Alabama
$215K +$208K +3,303 New
CAW
1670
Cornerstone Advisors (Washington)
Washington
$214K +$42K +667 +25%
PP
1671
Palladium Partners
Virginia
$214K +$208K +3,296 New
BMO
1672
Beck Mack & Oliver
New York
$213K -$394K -6,255 -66%
SC
1673
Slow Capital
California
$213K -$19.6K -312 -9%
CYG
1674
Clean Yield Group
Vermont
$212K -$622K -9,875 -75%
AIC
1675
Ameritas Investment Company
Nebraska
$212K -$88.5K -1,405 -30%
65 66
67
68 69