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Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
2226
Regents of the University of California
California
$823K – – –
IP
2227
Intellectus Partners
California
$821K +$2.89K +20 +0.3%
CASB
2228
Cape Ann Savings Bank
Massachusetts
$819K +$6.65K +46 +0.8%
CNBT
2229
Cornerstone National Bank & Trust
Illinois
$819K +$193K +1,336 +29%
CAN
2230
Claraphi Advisory Network
United States
$818K +$231K +1,597 +37%
WMP
2231
Wealth Management Partners
Arizona
$815K – – –
KWM
2232
Keebeck Wealth Management
Illinois
$815K +$9.69K +67 +1%
PGWM
2233
Pitti Group Wealth Management
New York
$815K +$60K +415 +8%
TAIM
2234
Te Ahumairangi Investment Management
New Zealand
$813K +$231K +1,600 +37%
RPCONE
2235
Retirement Planning Company of New England
Rhode Island
$811K +$158K +1,093 +23%
KSWA
2236
Kathleen S. Wright Associates
Pennsylvania
$809K +$137K +951 +19%
LFA
2237
Legacy Financial Advisors
Kentucky
$809K +$161K +1,115 +23%
ACM
2238
Aquatic Capital Management
Illinois
$809K +$636K +4,400 +293%
AFM
2239
Andesa Financial Management
Pennsylvania
$807K -$392K -2,714 -32%
W
2240
Wealthquest
Ohio
$807K – – –
LCM
2241
Laurion Capital Management
New York
$807K +$439K +3,040 +107%
BIM
2242
Barton Investment Management
Pennsylvania
$806K – – –
SPWM
2243
Schrum Private Wealth Management
Florida
$806K – – –
DDC
2244
DF Dent & Co
Maryland
$804K -$297K -2,055 -26%
MCM
2245
Maple Capital Management
Vermont
$803K +$41.2K +285 +5%
AA
2246
Auxano Advisors
Washington
$802K +$45.4K +314 +6%
BSSFA
2247
Baron Silver Stevens Financial Advisors
Florida
$802K +$312K +2,160 +59%
PIA
2248
Pinion Investment Advisors
Kansas
$800K +$96K +664 +13%
GSIS
2249
Global Strategic Investment Solutions
Arizona
$799K -$32.1K -222 -4%
SCI
2250
Stableford Capital II
Arizona
$798K -$860K -5,952 -50%
88 89
90
91 92