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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
2351
Annex Advisory Services
Wisconsin
$245K +$236K +681 New
AP
2352
Adero Partners
California
$244K -$50.5K -146 -18%
FB
2353
First Bancorp
Maine
$244K – – –
WCG
2354
Weaver Consulting Group
California
$244K – – –
AUB
2355
Atlantic Union Bankshares
Virginia
$243K -$14.2K -41 -6%
ST
2356
Somerset Trust
Pennsylvania
$243K +$13.5K +39 +6%
BCP
2357
Berkeley Capital Partners
Georgia
$243K +$17.3K +50 +8%
CAI
2358
Capital Advisors Inc
Oklahoma
$241K -$35.3K -102 -13%
TAM
2359
Townsend Asset Management
North Carolina
$241K -$4.15K -12 -2%
G
2360
GenTrust
Florida
$240K -$64.3K -186 -23%
SIC
2361
Salem Investment Counselors
North Carolina
$240K +$59.5K +172 +35%
NW
2362
NewEdge Wealth
Pennsylvania
$240K +$231K +667 New
GAG
2363
Goodman Advisory Group
Massachusetts
$240K +$231K +669 New
SLWA
2364
San Luis Wealth Advisors
California
$239K -$316K -913 -58%
HCA
2365
Horan Capital Advisors
Ohio
$239K – – –
TCM
2366
Tandem Capital Management
New Jersey
$239K +$230K +664 New
CVM
2367
Cheviot Value Management
California
$238K -$2.42K -7 -1%
EWM
2368
Endowment Wealth Management
Wisconsin
$237K +$229K +661 New
MCM
2369
Morton Capital Management
California
$236K +$227K +657 New
IBOK
2370
Independence Bank of Kentucky
Kentucky
$236K -$32.9K -95 -13%
CYG
2371
Clean Yield Group
Vermont
$235K – – –
WWMSC
2372
Wagner Wealth Management (South Carolina)
South Carolina
$235K – – –
RCM
2373
RNC Capital Management
California
$235K +$22.5K +65 +11%
BFS
2374
Bickling Financial Services
Massachusetts
$235K +$226K +653 New
BFWA
2375
Benchmark Financial Wealth Advisors
Florida
$233K -$2.08K -6 -0.9%
93 94
95
96 97