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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2351
Liberty Wealth Management
California
$339K -$1.61K -4 -0.5%
SCA
2352
Stonebridge Capital Advisors
Minnesota
$339K – – –
WC
2353
Woodstock Corp
Massachusetts
$338K – – –
FI
2354
Financial Insights
Washington
$338K -$4.42K -11 -1%
WPC
2355
Waters Parkerson & Co
Louisiana
$337K -$36.9K -92 -10%
IVP
2356
Intrinsic Value Partners
Arizona
$337K -$7.63K -19 -2%
IA
2357
Insight Advisors
Pennsylvania
$337K -$20.1K -50 -6%
NAS
2358
NWF Advisory Services
California
$336K -$67.4K -168 -17%
MF
2359
Montis Financial
Massachusetts
$335K +$7.22K +18 +2%
RCG
2360
Rock Creek Group
District of Columbia
$335K -$152K -378 -31%
OWA
2361
Outlook Wealth Advisors
Texas
$334K +$55K +137 +19%
AFG
2362
Albion Financial Group
Utah
$334K -$120K -300 -26%
FMI
2363
F/M Investments
District of Columbia
$334K +$11.6K +29 +4%
HCP
2364
Hexagon Capital Partners
Arkansas
$333K -$6.02K -15 -2%
CCT
2365
Chemung Canal Trust
New York
$333K +$20.9K +52 +7%
CWS
2366
Cypress Wealth Services
California
$333K -$4.42K -11 -1%
KSWA
2367
Kathleen S. Wright Associates
Pennsylvania
$331K +$321K +800 +1,739%
OFS
2368
Oldfather Financial Services
Nebraska
$329K -$2.01K -5 -0.6%
DIP
2369
DT Investment Partners
Pennsylvania
$329K – – –
LFG
2370
Lockerman Financial Group
California
$329K +$9.63K +24 +3%
WAS
2371
WESPAC Advisors SoCal
California
$327K +$332K +827 New
TA
2372
Trellis Advisors
Washington
$327K +$803 +2 +0.2%
OAM
2373
Oberweis Asset Management
Illinois
$327K -$48.2K -120 -13%
CCWM
2374
Cassaday & Co Wealth Management
Virginia
$326K +$19.7K +49 +6%
WDC
2375
Woodward Diversified Capital
California
$326K – – –
93 94
95
96 97