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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2876
Bordeaux Wealth Advisors
California
$360K -$228K -412 -39%
AIP
2877
Almanack Investment Partners
Pennsylvania
$360K +$354K +641 New
WCP
2878
Wealthcare Capital Partners
Pennsylvania
$360K -$1.11K -2 -0.3%
AFG
2879
Allegheny Financial Group
Pennsylvania
$359K +$14.9K +27 +4%
GA
2880
GoalVest Advisory
New York
$359K +$85.7K +155 +32%
SMFG
2881
Sumitomo Mitsui Financial Group
Japan
$358K +$359K +650 New
SIC
2882
Sage Investment Counsel
Tennessee
$357K – – –
LWP
2883
LeClair Wealth Partners
Ohio
$357K -$1.11K -2 -0.3%
MSFP
2884
Mark Sheptoff Financial Planning
Connecticut
$357K – – –
BCP
2885
Blue Chip Partners
Michigan
$356K +$59.2K +107 +20%
CAGAS
2886
Capital Advisory Group Advisory Services
Minnesota
$356K +$6.08K +11 +2%
WIM
2887
Warwick Investment Management
Texas
$356K -$33.2K -60 -9%
TPWA
2888
Twin Peaks Wealth Advisors
California
$355K +$59.7K +108 +21%
WIC
2889
WealthBridge Investment Counsel
Alberta, Canada
$355K – – –
SO
2890
Sierra Ocean
California
$355K +$16K +29 +5%
WAS
2891
Wealth Advisory Solutions
Indiana
$355K +$102K +184 +41%
IVP
2892
Intrinsic Value Partners
Arizona
$355K -$5.53K -10 -2%
MPIA
2893
Mountain Pacific Investment Advisers
Idaho
$354K – – –
FFG
2894
Frisch Financial Group
New York
$354K -$3.32K -6 -0.9%
CWM
2895
Chicago Wealth Management
Illinois
$353K – – –
HDIM
2896
Hanson & Doremus Investment Management
Vermont
$353K +$8.85K +16 +3%
FSA
2897
Franklin Street Advisors
North Carolina
$352K +$347K +627 New
WHCI
2898
W.H. Cornerstone Investments
Massachusetts
$352K -$63K -114 -15%
HPC
2899
Hobart Private Capital
North Carolina
$351K +$345K +624 New
AWM
2900
Alterna Wealth Management
Texas
$351K -$488K -883 -59%
114 115
116
117 118