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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
3351
McDaniel Terry & Co
Texas
$390K -$13.8K -35 -4%
ODA
3352
One Degree Advisors
California
$390K -$107K -273 -22%
IAG
3353
Investment Advisory Group
Massachusetts
$390K – – –
CP
3354
Clarendon Private
Massachusetts
$389K -$62.9K -160 -14%
SP
3355
Stablepoint Partners
Massachusetts
$389K – – –
FB
3356
First Bancorp
Maine
$388K -$15.7K -40 -4%
GF
3357
Gimbal Financial
Indiana
$388K -$3.54K -9 -0.9%
DFA
3358
DHJJ Financial Advisors
Illinois
$388K -$14.9K -38 -4%
FIA
3359
FNY Investment Advisers
New York
$387K -$155K -394 -29%
HA
3360
Hanover Advisors
South Carolina
$387K – – –
AFM
3361
Aspetuck Financial Management
Connecticut
$387K +$11.8K +30 +3%
NA
3362
Note Advisors
New York
$386K +$29.5K +75 +9%
MCA
3363
Maryland Capital Advisors
Maryland
$384K – – –
CP
3364
Capital Planning
Washington
$384K – – –
FGAM
3365
Financial Gravity Asset Management
Texas
$382K +$371K +944 New
PCMK
3366
Paragon Capital Management (Kansas)
Kansas
$382K -$29.5K -75 -7%
CNWM
3367
Clay Northam Wealth Management
California
$382K – – –
WCWM
3368
Willow Creek Wealth Management
California
$382K -$1.18K -3 -0.3%
MCM
3369
M1 Capital Management
Michigan
$381K +$9.44K +24 +3%
HIF
3370
Hill Island Financial
Michigan
$381K +$9.44K +24 +3%
LIA
3371
LifePlan Investment Advisors
North Carolina
$380K +$22.8K +58 +7%
OWCM
3372
One Wealth Capital Management
Arizona
$380K -$9.44K -24 -2%
AMBIA
3373
Allen Mooney & Barnes Investment Advisors
Georgia
$379K -$177K -450 -32%
JPLA
3374
Joseph P. Lucia & Associates
New York
$379K +$39.7K +101 +12%
AAM
3375
Austin Asset Management
Texas
$379K – – –
133 134
135
136 137