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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1201
Abacus Planning Group
South Carolina
$169K – – –
EWA
1202
Exencial Wealth Advisors
Oklahoma
$169K -$49.9K -3,988 -23%
LC
1203
Lindbrook Capital
California
$169K -$78.7K -6,282 -32%
FSC
1204
Full Sail Capital
Oklahoma
$168K +$38K +3,037 +29%
CPSAC
1205
Chas P. Smith & Associates (CPS)
Florida
$168K +$23.5K +1,875 +16%
GL
1206
Graypoint LLC
New York
$168K -$18.4K -1,472 -10%
AIM
1207
Anchor Investment Management
South Carolina
$167K -$10K -799 -6%
NAM
1208
NTV Asset Management
West Virginia
$167K +$338 +27 +0.2%
GCP
1209
Gill Capital Partners
Colorado
$167K +$714 +57 +0.4%
KCM
1210
Kennedy Capital Management
Missouri
$167K +$24.1K +1,921 +17%
BA
1211
Ballast Advisors
Minnesota
$167K +$150 +12 +0.1%
WA
1212
Waverly Advisors
Alabama
$167K +$17.6K +1,403 +12%
WR
1213
WD Rutherford
Oregon
$166K -$114K -9,128 -41%
FB
1214
Fulton Bank
Pennsylvania
$166K +$16.3K +1,298 +11%
NSIM
1215
North Star Investment Management
Illinois
$165K +$46.5K +3,712 +39%
MCM
1216
Maple Capital Management
Vermont
$165K – – –
FFP
1217
FourThought Financial Partners
Florida
$164K -$10K -800 -6%
SRSA
1218
S.R. Schill & Associates
Washington
$164K +$21.3K +1,700 +15%
UCI
1219
Uncommon Cents Investing
Wisconsin
$164K +$4.04K +323 +3%
ADL
1220
Asset Dedication LLC
California
$164K +$7.3K +583 +5%
FIM
1221
Freedom Investment Management
Connecticut
$164K +$13.2K +1,053 +9%
SEEDPG
1222
S.E.E.D. Planning Group
New York
$164K +$25 +2 +0%
GKWIM
1223
Gerber Kawasaki Wealth & Investment Management
California
$163K -$46.7K -3,732 -22%
LWM
1224
LJI Wealth Management
Indiana
$163K +$162K +12,948 New
CBC
1225
Coombe, Bender & Co
New York
$163K +$31.6K +2,526 +24%
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