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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1651
Willow Creek Wealth Management
California
$204K +$196K +8,966 New
F8IS
1652
Figure 8 Investment Strategies
Idaho
$203K +$196K +8,953 New
LJHT
1653
Laurie J. Hall Trustee
$203K -$52.5K -2,400 -21%
WA
1654
WBH Advisory
Maryland
$203K -$57K -2,604 -23%
VA
1655
Valmark Advisers
Ohio
$203K +$196K +8,940 New
MA
1656
Montag & Associates
Georgia
$203K -$50.1K -2,288 -20%
BWS
1657
Broadway Wealth Solutions
Texas
$201K +$194K +8,860 New
AssetMark Inc
1658
AssetMark Inc
California
$201K +$78.1K +3,569 +68%
SDH
1659
Sloy Dahl & Holst
Washington
$201K -$30.4K -1,390 -14%
BFO
1660
Boston Family Office
Massachusetts
$200K -$59.1K -2,700 -23%
C
1661
Covestor
United Kingdom
$198K -$55.6K -2,539 -23%
WTA
1662
Washington Trust Advisors
Massachusetts
$195K -$20.9K -954 -10%
CI
1663
Cordant Inc
Oregon
$192K
OA
1664
Operose Advisors
Wisconsin
$190K +$181K +8,250 +8,250%
WIM
1665
Westside Investment Management
California
$188K
HCP
1666
Hexagon Capital Partners
Arkansas
$186K +$17K +776 +10%
PAM
1667
Paradigm Asset Management
New York
$184K
SS
1668
Sunbelt Securities
Texas
$182K -$2.6M -118,800 -94%
ZBNA
1669
Zions Bancorporation, National Association
Utah
$182K +$175K +8,014 New
CVM
1670
Cheviot Value Management
California
$181K +$195K +8,922 New
BSB
1671
Bangor Savings Bank
Maine
$181K -$17.7K -811 -9%
HWA
1672
HHM Wealth Advisors
Tennessee
$179K -$27.2K -1,241 -14%
FCT
1673
First Community Trust
Iowa
$179K
AA
1674
Ancora Advisors
Ohio
$179K -$54.2K -2,476 -24%
AIM
1675
Acropolis Investment Management
Missouri
$179K -$75.3K -3,440 -30%