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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
2701
WFA of San Diego
California
$534K +$4.49K +14 +0.9%
DE
2702
Day & Ennis
Georgia
$533K +$82.1K +256 +20%
PMA
2703
Prudent Man Advisors
Illinois
$531K -$124K -385 -20%
BA
2704
Ballast Advisors
Minnesota
$530K -$16.7K -52 -3%
VCM
2705
Versant Capital Management
Arizona
$529K -$53.3K -166 -10%
APC
2706
Aspire Private Capital
North Carolina
$529K +$90.5K +282 +23%
SPP
2707
Single Point Partners
Massachusetts
$529K +$488K +1,522 New
EDRIA
2708
Edmonds Duncan Registered Investment Advisors
Kansas
$528K – – –
PB
2709
Pinnacle Bancorp
Nebraska
$526K – – –
KPWG
2710
KFA Private Wealth Group
Virginia
$526K +$9.62K +30 +2%
TNA
2711
True North Advisors
Texas
$526K +$29.8K +93 +7%
DCM
2712
Donaldson Capital Management
Indiana
$525K +$86.9K +271 +22%
FNT
2713
First Nebraska Trust
Nebraska
$525K – – –
IPW
2714
Inlet Private Wealth
Florida
$523K – – –
TAM
2715
Trillium Asset Management
Massachusetts
$522K -$227K -709 -32%
LB
2716
Legacy Bridge
Iowa
$522K -$19.9K -62 -4%
PP
2717
Patten & Patten
Tennessee
$521K -$26.9K -84 -5%
4WM
2718
44 Wealth Management
Oregon
$521K -$3.53K -11 -0.7%
GCP
2719
Gill Capital Partners
Colorado
$521K +$23.7K +74 +5%
TWM
2720
Tradition Wealth Management
Minnesota
$520K +$1.6K +5 +0.3%
TCM
2721
Triumph Capital Management
Colorado
$520K +$480K +1,496 New
AWA
2722
Acorn Wealth Advisors
Michigan
$519K – – –
AAP
2723
Aristotle Atlantic Partners
Florida
$514K +$29.2K +91 +7%
PWM
2724
Prentice Wealth Management
New York
$513K -$48.4K -151 -9%
EIM
2725
Essex Investment Management
Massachusetts
$513K +$449K +1,400 +1,867%
107 108
109
110 111