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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1501
Ascent Wealth Partners
New York
$112K – – –
EWA
1502
ERTS Wealth Advisors
Michigan
$112K – – –
GWM
1503
GSB Wealth Management
Connecticut
$112K – – –
EWA
1504
Exencial Wealth Advisors
Oklahoma
$112K +$118K +2,520 New
MA
1505
MCF Advisors
Kentucky
$111K -$27.3K -581 -19%
MSR
1506
Main Street Research
Connecticut
$111K -$3.85K -82 -3%
CBT
1507
Central Bank & Trust
Kentucky
$111K +$9.92K +211 +9%
I
1508
IberiaBank
Louisiana
$110K -$2.21K -47 -2%
AC
1509
Avenir Corporation
Virginia
$110K – – –
TW
1510
Towerpoint Wealth
California
$110K – – –
HCA
1511
Horan Capital Advisors
Ohio
$110K +$116K +2,471 New
AAS
1512
Annex Advisory Services
Wisconsin
$110K +$117K +2,486 New
LC
1513
Lindbrook Capital
California
$109K -$37.8K -805 -25%
AWCI
1514
Alpine Woods Capital Investors
New York
$109K – – –
WAG
1515
Winthrop Advisory Group
Massachusetts
$109K +$47 +1 +0%
FIA
1516
Foundations Investment Advisors
Arizona
$109K +$9.4K +200 +9%
CST
1517
Charles Schwab Trust
Nevada
$109K +$119K +2,541 New
CPP
1518
Crow Point Partners
Massachusetts
$108K -$42.4K -903 -27%
FFG
1519
Ford Financial Group
California
$108K -$18.1K -385 -14%
ITIM
1520
Indiana Trust & Investment Management
Indiana
$108K -$7.14K -152 -6%
CCT
1521
Chemung Canal Trust
New York
$108K – – –
MYLI
1522
Meiji Yasuda Life Insurance
Japan
$108K – – –
BSA
1523
Bull Street Advisors
Georgia
$108K +$114K +2,421 New
FBB
1524
Fulton Breakefield Broenniman
Maryland
$108K +$114K +2,427 New
JMFC
1525
J.M. Forbes & Co
Massachusetts
$107K -$272K -5,779 -71%
59 60
61
62 63