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Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
2551
Dixon Hughes Goodman Wealth Advisors
North Carolina
$137K +$129K +2,317 New
PCTC
2552
Perkins Coie Trust Company
Washington
$136K – – –
IFAM
2553
Institutional & Family Asset Management
Colorado
$136K +$780 +14 +0.6%
C
2554
Covestor
United Kingdom
$132K +$124K +2,223 New
OIA
2555
Optimum Investment Advisors
Illinois
$130K -$34.8K -625 -22%
LD
2556
Lipe & Dalton
New York
$130K – – –
RK
2557
Rather & Kittrell
Tennessee
$130K +$123K +2,209 New
HH
2558
HWG Holdings
Texas
$129K +$121K +2,179 New
QC
2559
Quent Capital
New York
$128K +$120K +2,159 New
ACM
2560
Antonetti Capital Management
Florida
$127K -$2.78K -50 -2%
SCA
2561
Stuart Chaussee & Associates
California
$127K – – –
WWMSC
2562
Wagner Wealth Management (South Carolina)
South Carolina
$127K +$278 +5 +0.2%
HIIFS
2563
Harel Insurance Investments & Financial Services
Israel
$126K +$8.46K +152 +8%
KFA
2564
Krane Funds Advisors
New York
$124K -$429K -7,702 -79%
MWM
2565
Mascoma Wealth Management
New Hampshire
$124K -$230K -4,128 -66%
IRAG
2566
Investment Research & Advisory Group
Georgia
$124K – – –
FWM
2567
Focused Wealth Management
New York
$124K +$5.9K +106 +5%
OF
2568
Outfitter Financial
Maine
$124K +$116K +2,092 New
ACK
2569
Andrew C. Karlinski
$123K +$115K +2,071 New
MS
2570
Mizuho Securities
Japan
$122K +$86.9K +1,561 +308%
APP
2571
Alpha Paradigm Partners
Illinois
$121K -$6.79K -122 -6%
OA
2572
Operose Advisors
Wisconsin
$120K +$113K +2,029 New
GWA
2573
Gibson Wealth Advisors
Texas
$118K +$111K +2,000 New
TC
2574
TAP Consulting
Missouri
$117K +$110K +1,979 New
BHWM
2575
Beaird Harris Wealth Management
Texas
$117K +$110K +1,980 New
101 102
103
104 105