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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2076
West Branch Capital
Massachusetts
$111K -$41K -81 -27%
BWS
2077
Buck Wealth Strategies
Colorado
$111K +$108K +214 New
KTC
2078
Kentucky Trust Company
Kentucky
$110K +$1.01K +2 +1%
OA
2079
Operose Advisors
Wisconsin
$110K +$2.53K +5 +2%
BIA
2080
Bell Investment Advisors
California
$109K +$1.01K +2 +1%
APFP
2081
Action Point Financial Planning
Michigan
$109K +$110K +218 New
CAL
2082
Capital Analysts LLC
Pennsylvania
$108K -$15.7K -31 -13%
B
2083
Bayban
Minnesota
$108K – – –
CCAM
2084
Cascades Capital Asset Management
North Carolina
$107K – – –
SNB
2085
Security National Bank
Nebraska
$106K +$2.03K +4 +2%
FDCP
2086
Foster Dykema Cabot & Partners
Massachusetts
$105K – – –
SHIM
2087
Stone House Investment Management
Pennsylvania
$105K +$102K +201 +20,100%
EWM
2088
Evermay Wealth Management
Virginia
$104K -$10.1K -20 -9%
TIM
2089
Thompson Investment Management
Wisconsin
$104K – – –
WBWA
2090
William B. Walkup & Associates
South Carolina
$104K – – –
LC
2091
Lavaca Capital
Texas
$104K +$101K +200 New
KAM
2092
KEB Asset Management
Illinois
$103K +$101K +199 New
MIM
2093
Meridiem Investment Management
United Kingdom
$102K – – –
SWP
2094
Strategic Wealth Partners
Ohio
$99.6K -$1.01K -2 -1%
AFG
2095
Albion Financial Group
Utah
$98.6K +$57.2K +113 +147%
FCT
2096
First Community Trust
Iowa
$98.6K +$96.2K +190 New
AAG
2097
Armstrong Advisory Group
Massachusetts
$98.1K – – –
CBT
2098
Crews Bank & Trust
Florida
$97.6K – – –
JGCM
2099
Joseph Group Capital Management
Ohio
$97.6K +$32.4K +64 +52%
RL
2100
Rogco LP
Oklahoma
$95.5K +$93.2K +184 New
82 83
84
85 86