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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1926
Private Capital Group
Connecticut
$287K -$79K -809 -21%
OA
1927
Operose Advisors
Wisconsin
$287K – – –
WFAG
1928
Wescott Financial Advisory Group
Pennsylvania
$287K +$302K +3,098 New
AT
1929
Arvest Trust
Oklahoma
$286K -$3.81K -39 -1%
SSW
1930
Stone Summit Wealth
Florida
$285K -$15K -154 -5%
MCM
1931
Murphy Capital Management
New Jersey
$285K +$9.17K +94 +3%
CYG
1932
Clean Yield Group
Vermont
$284K -$48.7K -499 -14%
TSWM
1933
Tyler-Stone Wealth Management
Ohio
$284K -$8.39K -86 -3%
FPWM
1934
FSB Premier Wealth Management
Iowa
$284K -$1.27K -13 -0.4%
BPFA
1935
Barnes Pettey Financial Advisors
Mississippi
$284K – – –
QP
1936
Quilter Plc
United Kingdom
$284K – – –
KWM
1937
KerberRose Wealth Management
Wisconsin
$284K +$300K +3,070 New
C
1938
Covestor
United Kingdom
$283K -$7.42K -76 -2%
AIM
1939
Acropolis Investment Management
Missouri
$282K +$2.63K +27 +0.9%
CPA
1940
Cardiff Park Advisors
California
$282K +$9.66K +99 +3%
HS
1941
Horan Securities
United States
$281K -$61.2K -627 -18%
CCA
1942
Cobblestone Capital Advisors
New York
$281K -$2.05K -21 -0.7%
BW
1943
Bison Wealth
Georgia
$281K +$75.6K +775 +34%
F
1944
F3Logic
Minnesota
$280K -$878 -9 -0.3%
SFG
1945
Sovereign Financial Group
Connecticut
$279K -$3.51K -36 -1%
RBC
1946
Roble Belko & Company
Pennsylvania
$278K -$19.5K -200 -6%
GCIA
1947
Gabelli & Co Investment Advisers
New York
$278K – – –
SAM
1948
SignalPoint Asset Management
Missouri
$278K – – –
APIM
1949
Agate Pass Investment Management
Washington
$278K +$6.34K +65 +2%
MTC
1950
McDaniel Terry & Co
Texas
$277K – – –
76 77
78
79 80