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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1801
Carret Asset Management
New York
$863K – – –
C
1802
Certuity
Florida
$862K -$256K -3,924 -22%
HCC
1803
Hirtle Callaghan & Co
Pennsylvania
$861K +$24K +367 +3%
LC
1804
LCNB Corp
Ohio
$861K -$10.7K -164 -1%
UWPG
1805
Ullmann Wealth Partners Group
Florida
$861K +$1.04K +16 +0.1%
GWANC
1806
Guardian Wealth Advisors (North Carolina)
North Carolina
$861K +$35.2K +540 +4%
LSA
1807
Lion Street Advisors
Texas
$860K +$12.2K +187 +1%
GC
1808
Gilbert & Cook
Iowa
$858K -$8.88K -136 -1%
AFG
1809
Allegheny Financial Group
Pennsylvania
$858K +$19.2K +294 +2%
MFG
1810
Mainsail Financial Group
Washington
$857K +$18.7K +286 +2%
PMA
1811
Prudent Man Advisors
Illinois
$857K -$74.7K -1,144 -8%
WAM
1812
Weinberger Asset Management
California
$857K -$4.57K -70 -0.5%
LF
1813
LifeSteps Financial
California
$855K +$12.1K +186 +1%
THCM
1814
Taylor Hoffman Capital Management
Virginia
$855K – – –
TL
1815
Tradewinds LLC
North Carolina
$855K +$65 +1 +0%
FDS
1816
Freedom Day Solutions
Texas
$854K -$33.3K -510 -4%
ADBIC
1817
A.D. Beadell Investment Counsel
Wisconsin
$854K – – –
SCI
1818
Stableford Capital II
Arizona
$854K -$14.6K -223 -2%
YIA
1819
YHB Investment Advisors
Connecticut
$853K -$2.42K -37 -0.3%
SCM
1820
Sunbeam Capital Management
Georgia
$852K +$894K +13,692 New
NBT
1821
Northwest Bank & Trust
Iowa
$851K +$1.24K +19 +0.1%
QC
1822
Quent Capital
New York
$851K +$201K +3,076 +29%
TIA
1823
Traphagen Investment Advisors
New Jersey
$850K +$6.92K +106 +0.8%
TA
1824
Townsend & Associates
Colorado
$849K – – –
SFSG
1825
Sound Financial Strategies Group
Mississippi
$848K +$118K +1,811 +15%
71 72
73
74 75