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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2076
AmeriServ Wealth Advisors
Pennsylvania
$206K -$74.3K -738 -30%
FFA
2077
Fi3 Financial Advisors
Indiana
$205K +$176K +1,751 New
NWA
2078
New World Advisors
Massachusetts
$205K +$176K +1,749 New
SAM
2079
SP Asset Management
California
$204K +$176K +1,747 New
WFAG
2080
Wescott Financial Advisory Group
Pennsylvania
$204K +$176K +1,746 New
VFA
2081
Voya Financial Advisors
Connecticut
$204K +$175K +1,741 New
BBA
2082
BLB&B Advisors
Pennsylvania
$204K +$176K +1,745 New
KWM
2083
KFG Wealth Management
Indiana
$204K +$176K +1,744 New
CCA
2084
Cottonwood Capital Advisors
Utah
$204K +$176K +1,744 New
HP
2085
Hyperion Partners
Pennsylvania
$204K +$176K +1,744 New
VWA
2086
Visionary Wealth Advisors
Illinois
$204K +$176K +1,746 New
SPIO
2087
Seven Post Investment Office
California
$204K +$175K +1,740 New
WG
2088
Welch Group
Alabama
$203K +$175K +1,735 New
LA
2089
LexAurum Advisors
Kansas
$203K +$175K +1,734 New
GA
2090
Greenspring Advisors
Maryland
$203K +$175K +1,733 New
HCM
2091
Hengehold Capital Management
Ohio
$203K +$174K +1,731 New
WIM
2092
Westside Investment Management
California
$202K +$47.7K +474 +14%
WW
2093
Westshore Wealth
California
$201K +$173K +1,721 New
EP
2094
Edgestream Partners
New Jersey
$201K -$19.9M -197,908 -99%
SGCA
2095
Steel Grove Capital Advisors
Tennessee
$201K +$173K +1,718 New
WB
2096
Webster Bank
Connecticut
$198K – – –
OC
2097
Oakworth Capital
Alabama
$197K +$7.35K +73 +5%
GI
2098
Gradient Investments
Minnesota
$194K -$4.23K -42 -2%
IRAG
2099
Investment Research & Advisory Group
Georgia
$193K +$604 +6 +0.4%
FMB
2100
Field & Main Bank
Kentucky
$190K -$50.9K -505 -24%
82 83
84
85 86