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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
1626
Foster Dykema Cabot & Co
Massachusetts
$3K +$3.1K +248 New
YAL
1627
Your Advocates Ltd
Texas
$2.83K – – –
WTC
1628
WhitTier Trust Company
Nevada
$2.77K – – –
DI
1629
Disciplined Investments
Oklahoma
$2.63K -$927 -74 -26%
KHC
1630
Koesten Hirschmann & Crabtree
Kansas
$2.52K – – –
PCTC
1631
Perkins Coie Trust Company
Washington
$2.52K – – –
TIM
1632
Tortoise Investment Management
New York
$2.52K – – –
EWM
1633
Evermay Wealth Management
Virginia
$2.44K -$3.76K -300 -61%
BFPW
1634
BOK Financial Private Wealth
Colorado
$2.02K -$32.3K -2,581 -94%
RDIA
1635
RE Dickinson Investment Advisors
Iowa
$2K +$25 +2 +1%
SC
1636
Solstein Capital
California
$1.97K – – –
AWM
1637
Activest Wealth Management
Florida
$1.88K +$1.92K +153 New
SHIM
1638
Stone House Investment Management
Pennsylvania
$1.76K +$1.75K +140 New
OIS
1639
Okabena Investment Services
Minnesota
$1.74K -$1.53K -122 -71%
TCA
1640
Trifecta Capital Advisors
Illinois
$1.48K -$1.1K -88 -43%
KSWA
1641
Kathleen S. Wright Associates
Pennsylvania
$1.47K – – –
ECM
1642
Everence Capital Management
Indiana
$1.32K – – –
GA
1643
GoalVest Advisory
New York
$1.26K – – –
HFM
1644
Hartford Financial Management
Connecticut
$1.26K – – –
LOIP
1645
Live Oak Investment Partners
Texas
$1.26K – – –
TCCM
1646
Timber Creek Capital Management
Massachusetts
$1.26K – – –
MCA
1647
Maryland Capital Advisors
Maryland
$1.13K – – –
JFG
1648
JDM Financial Group
Texas
$1.01K – – –
BAM
1649
Baldrige Asset Management
Pennsylvania
$1K +$538 +43 New
CI
1650
Cordant Inc
Oregon
$807 – – –
64 65
66
67 68