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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1826
Mezzasalma Advisors
New Jersey
$315K -$13.5K -108 -4%
LG
1827
LaFleur & Godfrey
Michigan
$314K -$13.5K -108 -4%
GL
1828
Graypoint LLC
New York
$314K +$30.5K +243 +12%
RCM
1829
RB Capital Management
Nevada
$314K +$54.8K +437 +23%
PMG
1830
ProVise Management Group
Florida
$314K +$295K +2,349 New
PP
1831
PDS Planning
Ohio
$313K -$16.9K -135 -5%
TA
1832
TruWealth Advisors
Louisiana
$313K -$11.9K -95 -4%
LA
1833
Lakeside Advisors
Washington
$312K +$293K +2,335 New
RP
1834
Rowlandmiller & Partners
Georgia
$311K -$13.4K -107 -4%
ACM
1835
Armbruster Capital Management
New York
$311K -$13.4K -107 -4%
FMTC
1836
Farmers & Merchants Trust Company
California
$311K +$1.63K +13 +0.6%
AFAS
1837
Acorn Financial Advisory Services
Virginia
$311K +$50.7K +404 +21%
MKA
1838
M. Kulyk & Associates
Georgia
$311K +$292K +2,330 New
RIM
1839
Rockbridge Investment Management
New York
$310K -$13K -104 -4%
RRA
1840
Round Rock Advisors
Connecticut
$310K +$79.5K +634 +38%
BCB
1841
Brian C. Broderick
$308K +$52.3K +417 +22%
ACA
1842
Atlas Capital Advisors
Wyoming
$307K -$13.3K -106 -4%
BMO
1843
Beck Mack & Oliver
New York
$307K -$13.3K -106 -4%
FPFS
1844
First Personal Financial Services
North Carolina
$306K -$69K -550 -19%
PFBT
1845
Parkside Financial Bank & Trust
Missouri
$306K -$64.2K -512 -18%
DW
1846
Domani Wealth
Pennsylvania
$304K -$4.51K -36 -2%
SFP
1847
Sterling Financial Planning
New Jersey
$303K -$5.52K -44 -2%
CWG
1848
Cornerstone Wealth Group
North Carolina
$303K +$51.2K +408 +22%
TAM
1849
Tealwood Asset Management
Minnesota
$302K -$12.8K -102 -4%
COCM
1850
Charter Oak Capital Management
New Hampshire
$302K -$9.66K -77 -3%
72 73
74
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