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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
4526
Anchor Capital Advisors
Massachusetts
$267K – – –
EGWAG
4527
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$223K +361 New
LWA
4528
Lifelong Wealth Advisors
Minnesota
$266K +$222K +360 New
SAM
4529
Sequent Asset Management
Texas
$265K -$1.24K -2 -0.6%
HAC
4530
Harbor Advisory Corp
New Hampshire
$265K – – –
KA
4531
Kure Advisory
Minnesota
$264K +$2.47K +4 +1%
CWM
4532
ClientFirst Wealth Management
Arkansas
$263K – – –
KC
4533
Kinloch Capital
Virginia
$263K -$1.85K -3 -0.8%
GAM
4534
GEM Asset Management
Michigan
$263K +$226K +365 New
LRIC
4535
Long Road Investment Counsel
Michigan
$262K – – –
MC
4536
Miramar Capital
Illinois
$262K +$219K +355 New
AIM
4537
AHL Investment Management
Florida
$261K – – –
AM
4538
Atwater Malick
Pennsylvania
$261K – – –
PWA
4539
Providence Wealth Advisors
Illinois
$261K -$60.6K -98 -22%
HDIM
4540
Hanson & Doremus Investment Management
Vermont
$261K – – –
PFM
4541
Peak Financial Management
Massachusetts
$261K -$95.2K -154 -30%
EAM
4542
Everstar Asset Management
North Carolina
$261K -$6.8K -11 -3%
PWM
4543
Penobscot Wealth Management
Maine
$260K -$8.65K -14 -4%
SHIM
4544
Stone House Investment Management
Pennsylvania
$260K +$42K +68 +24%
NFG
4545
Northeast Financial Group
Pennsylvania
$258K +$216K +350 New
NPA
4546
Nichols & Pratt Advisers
Massachusetts
$258K +$216K +350 New
KFSN
4547
Keystone Financial Services (Nebraska)
Nebraska
$258K +$216K +350 New
FWMP
4548
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258K +$216K +349 New
LWP
4549
LMG Wealth Partners
Louisiana
$258K – – –
WAN
4550
Wealth Advisors Northwest
Oregon
$258K – – –
180 181
182
183 184