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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
2151
WFA of San Diego
California
$169K +$179K +5,464 New
CBT
2152
Central Bank & Trust
Kentucky
$167K -$2.1K -64 -1%
FC
2153
Fairscale Capital
New Hampshire
$165K +$158K +4,818 New
EBA
2154
Eagle Bay Advisors
New York
$162K -$35.1K -1,071 -17%
PCMC
2155
Planning Capital Management Corporation
Pennsylvania
$160K +$5.24K +160 +3%
CCC
2156
Chelsea Counsel Company
California
$154K -$117K -3,561 -42%
FFO
2157
Fortitude Family Office
Arizona
$153K -$13.5K -411 -8%
VNA
2158
Valley National Advisers
Pennsylvania
$150K -$47.2K -1,440 -23%
PFA
2159
Pathway Financial Advisers
Indiana
$149K -$15.4K -470 -9%
BC
2160
Barrett & Company
Rhode Island
$149K +$39.4K +1,201 +33%
JFGIW
2161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K -$16.5K -503 -10%
MIFH
2162
Migdal Insurance & Financial Holdings
Israel
$144K -$234K -7,137 -60%
NFSG
2163
Newbridge Financial Services Group
Florida
$144K +$63.2K +1,928 +71%
AA
2164
Addison Advisors
Vermont
$142K +$6.88K +210 +5%
WPA
2165
West Paces Advisors
Georgia
$141K -$3.44K -105 -2%
CB
2166
CNB Bank
Pennsylvania
$140K +$15.2K +465 +11%
RDIA
2167
RE Dickinson Investment Advisors
Iowa
$139K – – –
NRG
2168
Nemes Rush Group
Michigan
$138K – – –
GKIM
2169
GW&K Investment Management
Massachusetts
$138K +$11.5K +351 +9%
TIM
2170
Tortoise Investment Management
New York
$137K -$1.83K -56 -1%
SIM
2171
Studio Investment Management
Illinois
$137K -$10K -306 -6%
USB
2172
Union Savings Bank
Connecticut
$135K -$97.3K -2,970 -40%
ACA
2173
American Capital Advisory
Idaho
$135K +$5.34K +163 +6%
SFC
2174
Strategic Financial Concepts
Texas
$134K +$2.07M +63,181 +1,168%
UWS
2175
Unique Wealth Strategies
Illinois
$129K +$95.8K +2,925 New
85 86
87
88 89