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Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1651
Bull Street Advisors
Georgia
$431K – – –
EWA
1652
EverSource Wealth Advisors
Alabama
$429K +$191K +1,616 +63%
LFA
1653
Legacy Financial Advisors
Kentucky
$427K -$61.5K -520 -11%
DWM
1654
Doyle Wealth Management
Florida
$426K -$17.1K -145 -3%
CASB
1655
Cape Ann Savings Bank
Massachusetts
$426K – – –
FOA
1656
Five Oceans Advisors
California
$426K +$78.2K +661 +19%
VWMG
1657
Virginia Wealth Management Group
Virginia
$425K +$11.2K +95 +2%
VC
1658
Veracity Capital
Georgia
$424K -$18.3K -155 -4%
KP
1659
Keel Point
Alabama
$424K +$24.8K +210 +6%
DFA
1660
DHJJ Financial Advisors
Illinois
$423K – – –
D
1661
Diversified
Delaware
$423K – – –
CA
1662
CoreCap Advisors
Michigan
$423K +$34.7K +293 +8%
OCM
1663
Orion Capital Management
California
$422K +$17.9K +151 +4%
SGK
1664
Steigerwald Gordon & Koch
Virginia
$421K -$7.1K -60 -1%
FAG
1665
Fortitude Advisory Group
Washington
$420K – – –
GD
1666
Grandfield & Dodd
New York
$420K – – –
AIM
1667
Alhambra Investment Management
Florida
$420K +$17.7K +150 +4%
SAM
1668
Secure Asset Management
Michigan
$419K -$1.89K -16 -0.4%
MCM
1669
Monarch Capital Management
Indiana
$419K – – –
EM
1670
Excalibur Management
Massachusetts
$419K +$10.6K +90 +2%
AF
1671
Allworth Financial
California
$419K +$68.4K +578 +16%
PFP
1672
Paragon Financial Partners
California
$416K – – –
CCA
1673
Childress Capital Advisors
Texas
$414K +$84.1K +711 +21%
DLA
1674
Douglas Lane & Associates
New York
$413K +$5.32K +45 +1%
CA
1675
Commerzbank Aktiengesellschaft
Germany
$411K -$103K -870 -18%
65 66
67
68 69