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Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2176
Laurel Wealth Advisors (North Carolina)
North Carolina
$461K – – –
AWM
2177
Accurate Wealth Management
Florida
$461K +$17.6K +344 +4%
TI
2178
Truepoint Inc
Ohio
$460K +$71.3K +1,395 +18%
TFS
2179
TrustCore Financial Services
Tennessee
$458K -$65.9K -1,289 -13%
IF
2180
Ironwood Financial
Arizona
$457K -$9.77K -191 -2%
ANBT
2181
American National Bank & Trust
Texas
$456K -$907K -17,740 -67%
NERM
2182
New England Research & Management
Illinois
$455K -$455K -8,893 -50%
VLC
2183
Van Leeuwen & Company
New Jersey
$455K +$11.5K +224 +3%
PL
2184
Plancorp LLC
Missouri
$455K +$32.3K +632 +8%
NWM
2185
Northcape Wealth Management
New York
$454K +$451K +8,820 New
BIA
2186
BHK Investment Advisors
Alabama
$453K -$18.3K -358 -4%
AA
2187
Aufman Associates
Pennsylvania
$453K +$8.38K +164 +2%
FBT
2188
First Bank & Trust
South Dakota
$452K -$12.4K -242 -3%
SWM
2189
Segment Wealth Management
Texas
$452K +$8.18K +160 +2%
MC
2190
Merlin Capital
Rhode Island
$452K +$448K +8,770 New
TF
2191
TRH Financial
Iowa
$452K +$449K +8,783 New
VCAM
2192
Van Cleef Asset Management
Ohio
$451K -$51.1K -1,000 -10%
HA
2193
Herold Advisors
New York
$451K -$2.15K -42 -0.5%
VWA
2194
VERITY Wealth Advisors
United States
$451K – – –
MSA
2195
Marino Stram & Associates
Massachusetts
$451K +$49.1K +960 +12%
BCP
2196
Berkeley Capital Partners
Georgia
$449K +$117K +2,287 +36%
GWANC
2197
Guardian Wealth Advisors (North Carolina)
North Carolina
$449K +$446K +8,715 New
PR
2198
Payden & Rygel
California
$448K -$19.7M -385,800 -98%
AFG
2199
Allegheny Financial Group
Pennsylvania
$448K +$19.9K +390 +5%
FHC
2200
First Heartland Consultants
Missouri
$447K – – –
86 87
88
89 90