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Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
2451
Waller Financial Planning Group
Ohio
$205K -$4.28K -96 -2%
GIM
2452
Goelzer Investment Management
Indiana
$205K +$206K +4,630 New
CWA
2453
Continuum Wealth Advisors
New York
$204K – – –
SPI
2454
Santori & Peters Inc
Pennsylvania
$204K +$89 +2 +0%
TA
2455
TrueWealth Advisors
Alabama
$203K -$18.9K -424 -8%
EWA
2456
ERTS Wealth Advisors
Michigan
$202K – – –
SI
2457
Saxon Interests
Texas
$201K +$3.65K +82 +2%
LFG
2458
Lazard Frères Gestion
France
$201K -$17.8K -400 -8%
CWM
2459
Centric Wealth Management
Illinois
$201K +$294K +6,591 New
DWM
2460
Denver Wealth Management
Colorado
$201K -$18.1K -407 -8%
SIC
2461
Samalin Investment Counsel
New York
$201K +$579 +13 +0.3%
NCTC
2462
New Covenant Trust Company
Indiana
$201K +$202K +4,542 New
AWP
2463
Abacus Wealth Partners
California
$201K +$12.7K +286 +7%
B
2464
Bensler
Washington
$201K +$202K +4,540 New
MWM
2465
Mascoma Wealth Management
New Hampshire
$200K -$20.4K -458 -9%
RDIA
2466
RE Dickinson Investment Advisors
Iowa
$199K – – –
TIM
2467
Tortoise Investment Management
New York
$198K -$2.67K -60 -1%
NRG
2468
Nemes Rush Group
Michigan
$197K -$14.8K -332 -7%
MHR
2469
Matthew Hamilton Rosenberg
$194K -$10.4K -234 -5%
AA
2470
Addison Advisors
Vermont
$193K -$8.91K -200 -4%
GKIM
2471
GW&K Investment Management
Massachusetts
$181K +$18.6K +418 +11%
CB
2472
CNB Bank
Pennsylvania
$179K -$1.83K -41 -1%
NI
2473
NCP Inc
California
$177K +$178K +4,000 New
PPC
2474
Park Place Capital
Alabama
$176K +$8.87K +199 +5%
KWAG
2475
Kiely Wealth Advisory Group
North Carolina
$170K – – –
97 98
99
100 101