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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2226
Adero Partners
California
$406K +$386K +6,386 New
PBO
2227
Peoples Bank (Ohio)
Ohio
$406K -$3.02K -50 -0.8%
COCM
2228
Charter Oak Capital Management
New Hampshire
$405K +$24.4K +405 +7%
JBA
2229
Johnson Bixby & Associates
Washington
$404K +$1.21K +20 +0.3%
WAG
2230
Wallace Advisory Group
California
$404K +$383K +6,348 New
CYG
2231
Clean Yield Group
Vermont
$402K +$37.1K +614 +11%
IRC
2232
Investors Research Corp
Georgia
$402K – – –
LF
2233
Lantz Financial
Illinois
$402K +$604 +10 +0.2%
FFG
2234
Frisch Financial Group
New York
$402K -$3.62K -60 -0.9%
MAM
2235
Marotta Asset Management
Virginia
$401K – – –
JGUA
2236
John G. Ullman & Associates
New York
$401K +$381K +6,306 New
OCM
2237
Orleans Capital Management
Louisiana
$400K – – –
WOC
2238
West Oak Capital
California
$400K – – –
UF
2239
Univest Financial
Pennsylvania
$400K – – –
1WM
2240
1900 Wealth Management
Texas
$399K +$9.96K +165 +3%
MAWCM
2241
Mine & Arao Wealth Creation & Management
California
$397K +$4.77K +79 +1%
LA
2242
Lane & Associates
New Jersey
$396K +$376K +6,220 New
TNA
2243
True North Advisors
Texas
$396K +$362 +6 +0.1%
IF
2244
Insight Folios
North Carolina
$395K +$12.9K +214 +4%
JLBC
2245
J.L. Bainbridge & Co
Florida
$395K +$1.69K +28 +0.5%
CCM
2246
Chiron Capital Management
Florida
$395K -$19.3K -320 -5%
CCM
2247
Cullen Capital Management
New York
$391K -$83.9K -1,390 -18%
WFAG
2248
Wescott Financial Advisory Group
Pennsylvania
$389K +$2.9K +48 +0.8%
FA
2249
Fiducient Advisors
Illinois
$389K +$16.4K +271 +5%
REMPR
2250
Roof Eidam Maycock Peralta (REMP)
California
$388K – – –
88 89
90
91 92