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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1501
SOA Wealth Advisors
New York
$316K -$55.4K -923 -17%
BBI
1502
Baxter Bros Inc
Connecticut
$315K -$12K -200 -4%
FNFDCM
1503
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$314K +$4.32K +72 +2%
IB
1504
Intrust Bank
Kansas
$314K -$63K -1,049 -19%
VWM
1505
Venturi Wealth Management
Texas
$314K -$114K -1,900 -30%
PA
1506
Procyon Advisors
Connecticut
$313K -$1.61M -26,765 -86%
CA
1507
CoreCap Advisors
Michigan
$313K +$32.2K +537 +14%
SIM
1508
Seaview Investment Managers
Florida
$312K +$39.5K +658 +18%
OL
1509
Optas LLC
Texas
$312K +$30.4K +507 +13%
MPI
1510
Mairs & Power Inc
Minnesota
$311K +$40.8K +679 +18%
YIM
1511
Yoffe Investment Management
Pennsylvania
$310K +$120 +2 +0%
WG
1512
Wealth Group
North Carolina
$308K +$1.68K +28 +0.6%
DT
1513
Diversified Trust
Tennessee
$308K -$82.5K -1,374 -24%
TA
1514
TFG Advisers
Michigan
$308K -$33.2K -553 -11%
WHC
1515
Wulff, Hansen & Co
California
$307K -$14.7K -245 -5%
HIP
1516
HUB Investment Partners
Texas
$306K +$12.3K +205 +5%
TWM
1517
Trueblood Wealth Management
Ohio
$306K +$16.6K +277 +7%
DE
1518
Diversified Enterprises
Delaware
$306K -$14.8K -246 -5%
SWTS
1519
Stonehaven Wealth & Tax Solutions
Wisconsin
$305K +$1.26K +21 +0.5%
DWM
1520
Defined Wealth Management
Oregon
$305K +$5.34K +89 +2%
IC
1521
Iconiq Capital
California
$304K -$16.4K -273 -6%
SFS
1522
Summit Financial Strategies
Ohio
$303K +$9.3K +155 +4%
NL
1523
NKCFO LLC
Illinois
$302K – – –
FBB
1524
Fulton Breakefield Broenniman
Maryland
$302K -$125K -2,085 -33%
OFG
1525
Oxford Financial Group
Indiana
$302K -$1.32K -22 -0.5%
59 60
61
62 63