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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2126
United Asset Strategies
New York
$224K -$310K -11,160 -57%
OQS
2127
Occudo Quantitative Strategies
Florida
$224K -$804K -28,932 -77%
NCM
2128
Neumann Capital Management
California
$223K +$235K +8,451 New
MCWS
2129
McKinley Carter Wealth Services
West Virginia
$223K -$7.8K -281 -3%
CA
2130
Calton & Associates
Florida
$223K +$235K +8,446 New
GAM
2131
Garrison Asset Management
Arkansas
$223K -$3.94K -142 -2%
EBA
2132
Eagle Bay Advisors
New York
$223K -$6.8K -245 -3%
AF
2133
Affiance Financial
Minnesota
$222K -$25.6K -922 -10%
WTFG
2134
Wells Trecaso Financial Group
Ohio
$222K -$11.5K -415 -5%
HPM
2135
Hoxton Planning & Management
West Virginia
$222K +$233K +8,385 New
WDL
2136
Well Done LLC
Michigan
$222K +$4.8K +173 +2%
CCA
2137
Conservest Capital Advisors
Pennsylvania
$221K +$232K +8,346 New
CP
2138
Covenant Partners
Tennessee
$221K +$232K +8,345 New
FWA
2139
Freedom Wealth Alliance
Wisconsin
$220K +$231K +8,327 New
APW
2140
Aurora Private Wealth
New Jersey
$220K -$8.03K -289 -3%
PTCG
2141
Pring Turner Capital Group
California
$220K -$1.43M -51,556 -86%
MWM
2142
Mascoma Wealth Management
New Hampshire
$219K -$5K -180 -2%
SNB
2143
Security National Bank
Nebraska
$219K +$230K +8,281 New
HSWM
2144
Hubbell Strickland Wealth Management
Louisiana
$219K -$122K -4,394 -35%
OFW
2145
Omnia Family Wealth
Florida
$218K -$4.28K -154 -2%
SDWIA
2146
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$111 +4 +0%
SMA
2147
Sage Mountain Advisors
Georgia
$218K +$229K +8,247 New
PFGIA
2148
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$228K +8,226 New
PNAA
2149
Pictet North America Advisors
Switzerland
$217K – – –
FDCC
2150
Foster Dykema Cabot & Co
Massachusetts
$217K -$9.5K -342 -4%
84 85
86
87 88