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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
1501
Edmonds Duncan Registered Investment Advisors
Kansas
$210K – – –
MCM
1502
Mill Capital Management
North Carolina
$210K – – –
WIM
1503
Wittenberg Investment Management
Massachusetts
$210K – – –
LCM
1504
Lazari Capital Management
California
$209K – – –
CYG
1505
Clean Yield Group
Vermont
$208K -$7.85K -30 -4%
MIS
1506
Morningstar Investment Services
Illinois
$208K +$184K +704 New
APG
1507
Abacus Planning Group
South Carolina
$208K +$181K +693 New
EGM
1508
Engineers Gate Manager
New York
$207K -$816K -3,120 -82%
SP
1509
Stonebrook Private
Michigan
$206K +$180K +687 New
OPCM
1510
Osborne Partners Capital Management
California
$206K -$26.2K -100 -13%
D
1511
Dentgroup
Louisiana
$206K -$12.6K -48 -7%
SS
1512
Sunbelt Securities
Texas
$206K +$29.3K +112 +20%
FOA
1513
Five Oceans Advisors
California
$205K +$179K +685 New
SWM
1514
Silverlake Wealth Management
Vermont
$205K +$179K +684 New
1WM
1515
1858 Wealth Management
Ohio
$204K -$128K -490 -42%
PPWP
1516
Premier Path Wealth Partners
New Jersey
$204K -$10.5K -40 -6%
DAS
1517
Diversify Advisory Services
Utah
$203K +$182K +695 New
BBNB
1518
Baker Boyer National Bank
Washington
$203K -$19.4K -74 -10%
AFA
1519
AA Financial Advisors
Ohio
$203K +$177K +677 New
SFA
1520
Souders Financial Advisors
Ohio
$203K -$4.18K -16 -2%
CH
1521
Cromwell Holdings
Wyoming
$202K +$176K +672 New
GF
1522
Gabelli Funds
New York
$202K -$45.8K -175 -21%
AAG
1523
Armstrong Advisory Group
Massachusetts
$202K -$4.97K -19 -3%
GDP
1524
Great Diamond Partners
Maine
$202K +$176K +673 New
AGC
1525
Aspen Grove Capital
Colorado
$201K +$175K +668 New
59 60
61
62 63