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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1601
West Oak Capital
California
$500K -$2.83K -15 -0.6%
MFA
1602
Morling Financial Advisors
California
$499K -$153K -810 -25%
FAG
1603
Fortitude Advisory Group
Washington
$499K +$4.72K +25 +1%
FFA
1604
Founders Financial Alliance
North Carolina
$499K -$24.5K -130 -5%
JFG
1605
Jefferies Financial Group
New York
$498K -$498K -2,640 -52%
MSAM
1606
Moloney Securities Asset Management
Missouri
$498K +$3.77K +20 +0.8%
VFA
1607
Values First Advisors
Tennessee
$496K -$116K -615 -20%
RA
1608
Riverstone Advisors
Texas
$496K -$9.43K -50 -2%
HI
1609
Hudock Inc
Pennsylvania
$496K +$455K +2,410 New
ANTB
1610
AMG National Trust Bank
Colorado
$494K -$22.6K -120 -5%
WPA
1611
Wealth Preservation Advisors
Tennessee
$493K – – –
CIM
1612
Contravisory Investment Management
Massachusetts
$493K +$4.72K +25 +1%
FFA
1613
Fi3 Financial Advisors
Indiana
$492K -$84K -445 -16%
SIM
1614
Seaview Investment Managers
Florida
$491K -$9.43K -50 -2%
AL
1615
Aspiriant LLC
California
$491K +$63.2K +335 +16%
FCA
1616
FLC Capital Advisors
California
$489K – – –
BFIM
1617
Beese Fulmer Investment Management
Ohio
$489K +$19.8K +105 +5%
LSWP
1618
Liberty Square Wealth Partners
Pennsylvania
$488K – – –
RFO
1619
RiverGlades Family Offices
Florida
$488K – – –
JWM
1620
Jackson Wealth Management
Florida
$488K +$448K +2,375 New
EW
1621
Evexia Wealth
Wisconsin
$486K +$123K +650 +35%
EFSCE
1622
Enterprise Financial Services Corp (EFSC)
Missouri
$484K +$87.7K +465 +25%
PCM
1623
Presidio Capital Management
California
$483K – – –
PJSIMP
1624
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K +$442K +2,345 New
R
1625
Rebalance
California
$481K +$441K +2,340 New
63 64
65
66 67