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Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
3426
Droms Strauss Advisors
Missouri
$210K -$165K -4,980 -50%
WA
3427
Waterford Advisors
New York
$210K +$165K +4,960 New
EC
3428
Estate Counselors
Wisconsin
$210K +$165K +4,960 New
BAM
3429
Bellevue Asset Management
Washington
$209K – – –
ZAM
3430
Zevin Asset Management
Massachusetts
$209K +$164K +4,930 New
CWM
3431
Cedar Wealth Management
California
$209K – – –
GCAC
3432
Guardian Capital Advisors (Canada)
Ontario, Canada
$209K +$158K +4,750 New
AA
3433
AF Advisors
California
$208K +$163K +4,920 New
SF
3434
Safeguard Financial
Wisconsin
$208K +$164K +4,930 New
CH
3435
Canton Hathaway
Rhode Island
$207K +$138K +4,150 +553%
PIA
3436
Powell Investment Advisors
Florida
$206K +$162K +4,870 New
CAM
3437
Chesapeake Asset Management
New York
$206K -$23.9K -720 -13%
PSCM
3438
Per Stirling Capital Management
Texas
$206K -$330K -9,930 -67%
AWM
3439
Absher Wealth Management
North Carolina
$205K +$161K +4,840 New
TBNY
3440
Trustco Bank (New York)
New York
$205K +$161K +4,840 New
AIM
3441
Athena Investment Management
California
$204K +$160K +4,820 New
BDS
3442
Banco de Sabadell
Florida
$204K -$114K -3,420 -41%
MIM
3443
Morningstar Investment Management
Illinois
$204K +$160K +4,820 New
RIM
3444
Rockbridge Investment Management
New York
$204K +$160K +4,820 New
AC
3445
Avant Capital
Louisiana
$203K +$159K +4,800 New
CWP
3446
Capital Wealth Planning
Florida
$203K -$1.33M -40,000 -89%
PP
3447
PrairieView Partners
Minnesota
$203K +$118K +3,550 +284%
IFA
3448
Index Fund Advisors
California
$203K +$159K +4,790 New
AWM
3449
AllSquare Wealth Management
New York
$203K – – –
CWM
3450
CCG Wealth Management
California
$202K +$159K +4,780 New
136 137
138
139 140