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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1401
LMCG Investments
Massachusetts
$314K -$91.9K -233 -23%
IIM
1402
InTrack Investment Management
Vermont
$314K -$49.3K -125 -14%
RWA
1403
Rooted Wealth Advisors
Illinois
$313K – – –
FL
1404
Fort LP
Maryland
$313K -$33.9K -86 -10%
TA
1405
TrueWealth Advisors
Alabama
$313K +$19.3K +49 +7%
JSW
1406
Journey Strategic Wealth
New Jersey
$311K +$298K +756 New
FAFN
1407
First Affirmative Financial Network
Colorado
$311K -$2.76K -7 -0.9%
HBT
1408
Heartland Bank & Trust
Illinois
$307K -$22.5K -57 -7%
NJIM
1409
Nabity-Jensen Investment Management
Nebraska
$306K +$294K +746 New
CAM
1410
Cozad Asset Management
Illinois
$306K – – –
FFP
1411
FourThought Financial Partners
Florida
$306K -$9.07K -23 -3%
BAM
1412
Berkshire Asset Management
Pennsylvania
$304K -$47.3K -120 -14%
GIM
1413
Goelzer Investment Management
Indiana
$304K +$292K +740 New
CCA
1414
Cottonwood Capital Advisors
Utah
$303K -$44.6K -113 -13%
CWM
1415
Cahaba Wealth Management
Georgia
$300K -$99.8K -253 -26%
CCWM
1416
Cassaday & Co Wealth Management
Virginia
$298K +$5.92K +15 +2%
RB
1417
Renasant Bank
Mississippi
$298K -$107K -272 -27%
FNBOH
1418
First National Bank of Hutchinson
Kansas
$295K -$90.7K -230 -24%
CC
1419
Callan Capital
California
$292K -$28K -71 -9%
AGWCA
1420
Annis Gardner Whiting Capital Advisors
Florida
$292K – – –
RFA
1421
Resurgent Financial Advisors
Georgia
$292K +$34.7K +88 +14%
AAP
1422
Arax Advisory Partners
Colorado
$290K +$69.4K +176 +33%
PA
1423
Prossimo Advisors
California
$290K +$52.1K +132 +23%
WCAMG
1424
Woodard & Company Asset Management Group
North Carolina
$290K – – –
FTA
1425
Financial & Tax Architects
Missouri
$289K -$29.2K -74 -10%
55 56
57
58 59