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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2776
Delap Wealth Advisory
Oregon
$407K +$392K +1,287 New
TCM
2777
Tufton Capital Management
Maryland
$406K – – –
TAM
2778
Tucker Asset Management
Colorado
$406K +$43.3K +142 +13%
GWM
2779
Gitterman Wealth Management
New Jersey
$406K -$21.3K -70 -5%
PAM
2780
Premier Asset Management
Illinois
$405K +$96.3K +316 +33%
WCFA
2781
Walkner Condon Financial Advisors
Wisconsin
$404K -$5.48K -18 -1%
NS
2782
Newman & Schimel
Illinois
$404K +$168K +550 +75%
SFP
2783
Sterling Financial Planning
New Jersey
$404K +$609 +2 +0.2%
APW
2784
Austin Private Wealth
Texas
$404K +$3.66K +12 +0.9%
BLC
2785
Brown, Lisle/Cummings
Rhode Island
$403K +$38.1K +125 +11%
PP
2786
Pacifica Partners
Canada
$402K +$24.1K +79 +7%
FCC
2787
Flower City Capital
New York
$402K – – –
MWM
2788
Merriman Wealth Management
Washington
$401K -$18.6K -61 -5%
GC
2789
GFG Capital
Florida
$401K +$387K +1,270 New
VBFG
2790
Vishria Bird Financial Group
Tennessee
$401K – – –
SIC
2791
SJS Investment Consulting
Ohio
$401K -$103K -337 -21%
SFWA
2792
Summit Financial Wealth Advisors
Louisiana
$400K – – –
HSWM
2793
Hubbell Strickland Wealth Management
Louisiana
$400K +$20.7K +68 +6%
SIA
2794
Sage Investment Advisers
New York
$400K – – –
STB
2795
S&T Bank
Pennsylvania
$399K – – –
VFP
2796
Verus Financial Partners
Virginia
$399K -$122K -399 -24%
SGI
2797
Summit Global Investments
Utah
$398K +$2.13K +7 +0.6%
KCG
2798
Kinsale Capital Group
Virginia
$398K +$384K +1,260 New
AAM
2799
Austin Asset Management
Texas
$397K – – –
ATWA
2800
Arbor Trust Wealth Advisors
Michigan
$397K – – –
110 111
112
113 114