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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3426
Dougherty Wealth Advisers
Minnesota
$105K +$111K +210 New
PCTC
3427
Perkins Coie Trust Company
Washington
$105K – – –
MFP
3428
Meramec Financial Planners
Missouri
$104K +$527 +1 +0.5%
DCM
3429
Dorato Capital Management
Colorado
$101K – – –
EF
3430
Entrust Financial
Pennsylvania
$101K – – –
FFA
3431
Frazier Financial Advisors
Ohio
$100K +$29.5K +56 +39%
GGI
3432
Godsey & Gibb Inc
Virginia
$99.9K -$259K -491 -71%
MCI
3433
MRP Capital Investments
Georgia
$99.9K -$158K -300 -60%
BSB
3434
Bangor Savings Bank
Maine
$99.9K -$3.16K -6 -3%
RFA
3435
Reyes Financial Architecture
California
$99.4K -$7.9K -15 -7%
AW
3436
Avion Wealth
Texas
$98K – – –
EA
3437
Evolution Advisers
Virginia
$98K – – –
ASCM
3438
Adkins Seale Capital Management
Louisiana
$97.9K – – –
DCM
3439
Davis Capital Management
Florida
$97.9K +$1.05K +2 +1%
NIM
3440
Nexus Investment Management
Ontario, Canada
$97.4K – – –
SC
3441
Steph & Co
Wisconsin
$96.9K +$15.3K +29 +18%
SWIM
3442
Smallwood Wealth Investment Management
New Jersey
$94.8K – – –
UFF
3443
USA Financial Formulas
Michigan
$93.4K -$208K -394 -68%
BW
3444
Basepoint Wealth
Iowa
$93.2K +$527 +1 +0.5%
PP
3445
PFS Partners
New Jersey
$89.3K -$10K -19 -10%
BIM
3446
Breakwater Investment Management
Washington
$88.9K – – –
GJIA
3447
Glass Jacobson Investment Advisors
Maryland
$87.4K +$19K +36 +26%
VWA
3448
Valued Wealth Advisors
Utah
$87.1K +$26.9K +51 +41%
JGCM
3449
Joseph Group Capital Management
Ohio
$86.4K +$50.6K +96 +125%
IWS
3450
Intentional Wealth Strategies
Colorado
$84.9K +$89.5K +170 New
136 137
138
139 140