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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
Sawyer & Company
Massachusetts
$30K – – –
WOC
2102
West Oak Capital
California
$30K – – –
FMB
2103
Field & Main Bank
Kentucky
$30K +$31.9K +500 New
AHIA
2104
Andrew Hill Investment Advisors
Florida
$30K +$32.6K +510 New
ST
2105
Sageworth Trust
Pennsylvania
$29K +$30.7K +480 New
SIC
2106
SJS Investment Consulting
Ohio
$28K +$30K +470 New
IAG
2107
Investmark Advisory Group
Connecticut
$28K +$30.7K +480 New
HFS
2108
HBC Financial Services
Washington
$26K – – –
AFG
2109
Albion Financial Group
Utah
$25K -$20.4K -320 -43%
NOI
2110
Newton One Investments
Delaware
$23K – – –
RG
2111
Retirement Group
California
$23K +$6.39K +100 +34%
ECM
2112
Estabrook Capital Management
New York
$22.9K +$24.3K +380 New
LWANC
2113
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
PK
2114
Pflug Koory
Nebraska
$22K – – –
BHWM
2115
Beaird Harris Wealth Management
Texas
$21K +$22.4K +350 New
CSWM
2116
Cassady Schiller Wealth Management
Ohio
$21K +$22.4K +350 New
OF
2117
Outfitter Financial
Maine
$21K +$22.4K +350 New
FRA
2118
Front Row Advisors
California
$20K – – –
JWBC
2119
John W. Brooker & Co
California
$20K +$21.1K +330 New
SC
2120
Stephens Consulting
Michigan
$19.3K +$20.4K +320 New
CWA
2121
Clearview Wealth Advisors
Oregon
$19K – – –
TCM
2122
Tradewinds Capital Management
Washington
$19K – – –
RDIA
2123
RE Dickinson Investment Advisors
Iowa
$18K +$19.2K +300 New
RK
2124
Rather & Kittrell
Tennessee
$18K +$19.8K +310 New
BAM
2125
Baldrige Asset Management
Pennsylvania
$17K – – –
83 84
85
86 87