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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
1201
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K +$196K +605 New
JSW
1202
Journey Strategic Wealth
New Jersey
$210K +$196K +605 New
OIA
1203
OneDigital Investment Advisors
Kansas
$210K +$196K +606 New
BHWM
1204
Bar Harbor Wealth Management
New Hampshire
$209K +$196K +604 New
RHBC
1205
R.H. Bluestein & Co
Michigan
$208K -$48.6K -150 -20%
ABLA
1206
Alan B. Lancz & Associates
Ohio
$208K +$194K +600 New
BAM
1207
Brave Asset Management
New Jersey
$208K +$194K +600 New
FAM
1208
Fenimore Asset Management
New York
$208K +$194K +600 New
HT
1209
HighTower Trust
Texas
$206K +$192K +594 New
PP
1210
PDS Planning
Ohio
$206K +$192K +594 New
BST
1211
Bath Savings Trust
Maine
$206K +$193K +595 New
PFM
1212
Parsec Financial Management
North Carolina
$205K – – –
CFS
1213
CRA Financial Services
New Jersey
$205K +$191K +591 New
BLC
1214
Brown, Lisle/Cummings
Rhode Island
$205K +$191K +591 New
CPO
1215
Cerity Partners OCIO
New York
$204K +$190K +588 New
FOA
1216
Five Oceans Advisors
California
$204K +$190K +588 New
MTIC
1217
Missouri Trust & Investment Company
Missouri
$204K +$191K +590 New
CSPAM
1218
Cary Street Partners Asset Management
Virginia
$203K +$190K +585 New
NPT
1219
Nixon Peabody Trust
Massachusetts
$203K +$190K +585 New
ARC
1220
Advisor Resource Council
Texas
$203K +$190K +586 New
AFM
1221
Andesa Financial Management
Pennsylvania
$202K +$189K +583 New
SWA
1222
SFMG Wealth Advisors
Texas
$201K +$188K +581 New
SAM
1223
SignalPoint Asset Management
Missouri
$201K +$188K +581 New
IA
1224
IAM Advisory
Pennsylvania
$201K +$194K +600 New
CWC
1225
Carolinas Wealth Consulting
North Carolina
$200K +$69.3K +214 +59%
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