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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1101
Clean Yield Group
Vermont
$345K -$129K -2,498 -29%
VWA
1102
VERITY Wealth Advisors
United States
$345K – – –
LSAG
1103
Lake Street Advisors Group
New Hampshire
$344K +$120K +2,329 +60%
WIC
1104
Whitegate Investment Counselors
New Hampshire
$343K -$33.1K -641 -9%
GCIA
1105
Gabelli & Co Investment Advisers
New York
$343K -$3.1K -60 -1%
APP
1106
Avantax Planning Partners
Iowa
$342K -$31.7K -613 -9%
TMAM
1107
Tokio Marine Asset Management
Japan
$342K +$25.7K +498 +9%
IA
1108
IFG Advisory
Georgia
$341K -$68.1K -1,319 -18%
BCM
1109
Blume Capital Management
California
$341K -$23K -446 -7%
RWP
1110
RWA Wealth Partners
Massachusetts
$341K -$18.6K -360 -6%
VWA
1111
V Wealth Advisors
Kansas
$340K – – –
VFPI
1112
Vantage Financial Partners (Illinois)
Illinois
$338K -$16.6K -321 -5%
KTC
1113
Kistler-Tiffany Companies
Pennsylvania
$337K -$20K -387 -6%
REMPR
1114
Roof Eidam Maycock Peralta (REMP)
California
$337K -$17.2K -332 -5%
CHA
1115
Carmichael Hill & Associates
Maryland
$337K +$40.6K +785 +15%
AHC
1116
Adell Harriman & Carpenter
Texas
$334K – – –
KM
1117
Kalos Management
Georgia
$334K -$5.63K -109 -2%
NERM
1118
New England Research & Management
Illinois
$334K -$5.17K -100 -2%
PWMAG
1119
Pinnacle Wealth Management Advisory Group
New Jersey
$334K +$147K +2,844 +90%
DHFB
1120
Dixon Hubard Feinour & Brown
Virginia
$333K -$21.3K -412 -6%
ET
1121
Equitable Trust
Tennessee
$331K -$16.6K -321 -5%
IRC
1122
Investors Research Corp
Georgia
$331K – – –
LFA
1123
Legacy Financial Advisors
Kentucky
$331K +$5.79K +112 +2%
WAAG
1124
Wealth Alliance Advisory Group
Kansas
$328K -$10.3K -200 -3%
KFS
1125
Kurt F. Somerville
$327K -$60.3K -1,167 -17%
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