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Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1301
Boston Trust Walden
Massachusetts
$138K +$144K +11,124 New
SAA
1302
Southeast Asset Advisors
Georgia
$138K +$7.89K +608 +6%
WAS
1303
WESPAC Advisors SoCal
California
$138K +$144K +11,074 New
PFBT
1304
Parkside Financial Bank & Trust
Missouri
$137K +$20.3K +1,565 +16%
OLVIG
1305
Oliver Lagore Vanvalin Investment Group
Michigan
$137K -$4.87K -375 -3%
DDPIC
1306
Deroy & Devereaux Private Investment Counsel
Michigan
$137K – – –
AA
1307
Addison Advisors
Vermont
$137K -$36.3K -2,793 -20%
AMBIA
1308
Allen Mooney & Barnes Investment Advisors
Georgia
$137K +$7.05K +543 +5%
FP
1309
Financial Perspectives
Minnesota
$137K +$65 +5 +0%
RFA
1310
Register Financial Advisors
Georgia
$136K +$6.56K +505 +5%
DTC
1311
Davidson Trust Company
Washington
$136K +$142K +10,972 New
AF
1312
Advisornet Financial
Minnesota
$136K -$126K -9,685 -47%
WF
1313
WoodTrust Financial
Wisconsin
$136K +$142K +10,912 New
CBC
1314
Coombe, Bender & Co
New York
$136K +$1.71K +132 +1%
OFP
1315
OLIO Financial Planning
Virginia
$135K +$141K +10,886 New
CWA
1316
Canvas Wealth Advisors
Kansas
$135K -$2.26K -174 -1%
NSAM
1317
North Star Asset Management
Wisconsin
$135K +$141K +10,867 New
AA
1318
Alta Advisers
United Kingdom
$134K – – –
ADL
1319
Asset Dedication LLC
California
$134K – – –
RCA
1320
Resonant Capital Advisors
Wisconsin
$134K +$4.56K +351 +3%
HIP
1321
HUB Investment Partners
Texas
$134K -$10.9K -843 -7%
AIA
1322
Arrow Investment Advisors
Maryland
$133K +$140K +10,744 New
GWM
1323
Gray Wealth Management
Maine
$133K -$45K -3,468 -24%
TWM
1324
Triton Wealth Management
Arizona
$133K -$25.2K -1,944 -13%
EC
1325
EdgeRock Capital
Colorado
$133K +$139K +10,676 New
51 52
53
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