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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3401
Commons Capital
Massachusetts
$331K +$1.81K +5 +0.6%
OIS
3402
Okabena Investment Services
Minnesota
$330K – – –
SC
3403
Saybrook Capital
North Carolina
$330K – – –
SP
3404
Saranac Partners
$329K +$79.6K +220 +32%
VPP
3405
Vertex Planning Partners
Illinois
$329K -$13.4K -37 -4%
BI
3406
Berkeley Inc
Idaho
$328K -$80K -221 -20%
TSS
3407
Thomas Story & Son
Indiana
$327K -$9.05K -25 -3%
EFL
3408
ERn Financial LLC
Wisconsin
$326K -$791K -2,186 -71%
BMM
3409
Berkshire Money Management
Massachusetts
$326K -$101K -279 -24%
NJIM
3410
Nabity-Jensen Investment Management
Nebraska
$326K -$11.6K -32 -3%
AA
3411
Alesco Advisors
New York
$326K -$28.2K -78 -8%
BWMG
3412
Barnes Wealth Management Group
California
$325K +$5.79K +16 +2%
HNW
3413
High Note Wealth
Minnesota
$325K -$5.07K -14 -2%
ODIJL
3414
One Day In July LLC
Vermont
$324K +$43.4K +120 +16%
AFM
3415
Armstrong Fleming & Moore
District of Columbia
$324K +$320K +884 New
LIA
3416
LifePlan Investment Advisors
North Carolina
$323K -$6.88K -19 -2%
TPWA
3417
Twin Peaks Wealth Advisors
California
$323K +$49.6K +137 +20%
SO
3418
Sierra Ocean
California
$322K +$10.1K +28 +3%
NA
3419
Note Advisors
New York
$322K – – –
SC
3420
Stephenson & Company
California
$321K +$10.5K +29 +3%
LWMM
3421
Legacy Wealth Management (Mississippi)
Mississippi
$320K -$20.3K -56 -6%
TC
3422
Trust Company
Kansas
$320K -$14.5K -40 -4%
OPTFSNA
3423
Old Point Trust & Financial Services N A
Virginia
$319K -$7.24K -20 -2%
CWM
3424
Castle Wealth Management
Florida
$319K -$6.15K -17 -2%
TSWM
3425
Triangle Securities Wealth Management
North Carolina
$318K -$23.5K -65 -7%
135 136
137
138 139