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Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
1851
Vontobel Swiss Wealth Advisors
Switzerland
$236K – – –
MAS
1852
Managed Account Services
Florida
$236K +$144 +3 +0.1%
BWM
1853
BT Wealth Management
Georgia
$236K +$247K +5,171 New
WS
1854
Wela Strategies
Georgia
$235K -$48 -1 -0%
HI
1855
Human Investing
Oregon
$235K +$237K +4,955 New
PJSIMP
1856
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K – – –
ATFA
1857
All Terrain Financial Advisors
Minnesota
$234K +$9.62K +201 +4%
GCP
1858
GSA Capital Partners
United Kingdom
$234K +$237K +4,951 New
BI
1859
Ballast Inc
Kentucky
$233K -$17.9K -373 -7%
WPP
1860
Whalerock Point Partners
Rhode Island
$233K – – –
BWP
1861
Bernardo Wealth Planning
Pennsylvania
$233K +$236K +4,931 New
OAM
1862
Occidental Asset Management
California
$232K – – –
PBO
1863
Peoples Bank (Ohio)
Ohio
$231K -$28.7K -600 -11%
WPA
1864
Winning Points Advisors
Florida
$230K – – –
BPA
1865
Beacon Pointe Advisors
California
$230K +$233K +4,878 New
AWA
1866
Acorn Wealth Advisors
Michigan
$229K -$5.17K -108 -2%
MC
1867
Mathes Company
New York
$228K – – –
SAM
1868
Security Asset Management
New York
$228K – – –
SA
1869
SRH Advisors
Kansas
$228K +$479 +10 +0.2%
WTFG
1870
Wells Trecaso Financial Group
Ohio
$228K +$4.26K +89 +2%
GCC
1871
Guardian Capital (Canada)
Ontario, Canada
$225K +$227K +4,742 New
CWAG
1872
Compton Wealth Advisory Group
Virginia
$225K +$227K +4,743 New
ACA
1873
Ackerman Capital Advisors
Texas
$225K +$227K +4,747 New
ACM
1874
Advisors Capital Management
New Jersey
$225K +$227K +4,747 New
ANB
1875
Amarillo National Bank
Texas
$224K – – –
73 74
75
76 77