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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2051
SkyOak Wealth
Michigan
$551K – – –
EFM
2052
E Fund Management
China
$550K -$65.3K -174 -11%
CC
2053
Callan Capital
California
$549K -$55.2K -147 -10%
LWIC
2054
Leith Wheeler Investment Counsel
British Columbia, Canada
$549K +$37.5K +100 +8%
PIC
2055
Portland Investment Counsel
Ontario, Canada
$547K – – –
NRC
2056
New Republic Capital
North Carolina
$544K +$57.8K +154 +13%
WB
2057
Webster Bank
Connecticut
$543K -$30K -80 -5%
TFO
2058
Tarbox Family Office
California
$543K – – –
ZF
2059
Zhang Financial
Michigan
$542K +$250K +666 +94%
BAM
2060
BOS Asset Management
Illinois
$542K +$41.3K +110 +9%
KWM
2061
Kolinsky Wealth Management
New Jersey
$542K -$11.3K -30 -2%
EWA
2062
ERTS Wealth Advisors
Michigan
$541K +$9.38K +25 +2%
EL
2063
Essex LLC
Illinois
$541K -$26.3K -70 -5%
OWM
2064
OneAscent Wealth Management
Alabama
$538K +$23.3K +62 +5%
IDA
2065
Intelligence Driven Advisers
California
$537K +$513K +1,367 New
GWM
2066
Gitterman Wealth Management
New Jersey
$537K +$195K +520 +62%
DSN
2067
D. Scott Neal
Kentucky
$536K +$4.88K +13 +1%
TSWM
2068
Triangle Securities Wealth Management
North Carolina
$535K -$11.3K -30 -2%
NB
2069
NBT Bank
New York
$535K +$33K +88 +7%
AWM
2070
Alterna Wealth Management
Texas
$533K – – –
GIP
2071
Granite Investment Partners
California
$532K +$5.63K +15 +1%
LSA
2072
Lion Street Advisors
Texas
$532K -$3K -8 -0.5%
MFG
2073
Midwest Financial Group
Kansas
$532K +$375 +1 +0.1%
VA
2074
Valmark Advisers
Ohio
$532K -$21.4K -57 -4%
CA
2075
Centerpoint Advisors
Massachusetts
$531K – – –
81 82
83
84 85