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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1426
Schechter Investment Advisors
Michigan
$230K -$9.26K -37 -4%
GWM
1427
Gray Wealth Management
Maine
$230K – – –
ACI
1428
Alpha Cubed Investments
California
$229K -$52.3K -209 -21%
CCFCSB
1429
Cape Cod Five Cents Savings Bank
Massachusetts
$229K -$45.3K -181 -19%
CA
1430
Crewe Advisors
Utah
$229K +$198K +791 New
C
1431
Covestor
United Kingdom
$229K +$65.8K +263 +50%
OPCM
1432
Osborne Partners Capital Management
California
$228K -$115K -458 -37%
SP
1433
Successful Portfolios
Florida
$228K -$12.3K -49 -6%
AC
1434
Allstate Corporation
Illinois
$228K -$9.51K -38 -5%
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$227K +$196K +785 New
MWM
1436
Mattern Wealth Management
Kansas
$227K +$196K +783 New
EA
1437
Ellsworth Advisors
Ohio
$225K +$210K +840 New
BB
1438
Bell Bank
North Dakota
$225K +$194K +776 New
DBRC
1439
D.B. Root & Company
Pennsylvania
$224K +$194K +775 New
CFG
1440
CKW Financial Group
Hawaii
$224K – – –
LA
1441
LexAurum Advisors
Kansas
$224K +$193K +772 New
GIA
1442
Gateway Investment Advisers
Ohio
$223K -$11.8K -47 -6%
AFP
1443
Alpha Financial Partners
Kentucky
$222K +$192K +767 New
GC
1444
Grimes & Company
Massachusetts
$222K +$192K +766 New
FFL
1445
Financial Freedom LLC
Ohio
$221K +$500 +2 +0.3%
SEC
1446
Seven Eight Capital
New York
$220K +$190K +761 New
SAM
1447
Sawgrass Asset Management
Florida
$220K +$190K +760 New
BBNB
1448
Baker Boyer National Bank
Washington
$218K +$188K +752 New
CA
1449
Cullinan Associates
Kentucky
$217K +$188K +750 New
MA
1450
Mezzasalma Advisors
New Jersey
$217K +$188K +750 New
56 57
58
59 60