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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
4201
DHK Financial Advisors
New Hampshire
$1.17M -$16.4K -130 -2%
PCMF
4202
Private Capital Management (Florida)
Florida
$1.17M -$11.3K -90 -1%
VR
4203
Valued Retirements
Texas
$1.16M -$36.9K -293 -4%
CC
4204
Cypress Capital
Tennessee
$1.16M +$5.66K +45 +0.6%
FCC
4205
Flower City Capital
New York
$1.16M -$131K -1,040 -12%
MPIA
4206
Milestones Private Investment Advisors
New York
$1.16M +$925K +7,353 New
TA
4207
Townsend & Associates
Colorado
$1.16M – – –
SC
4208
Scratch Capital
Idaho
$1.16M -$3.65K -29 -0.4%
AMG
4209
Asset Management Group
Connecticut
$1.16M +$2.64K +21 +0.3%
SC
4210
Schubert & Co
Texas
$1.16M +$242K +1,926 +36%
ICM
4211
Innovator Capital Management
Illinois
$1.16M -$3.77K -30 -0.4%
AWAP
4212
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.15M +$258K +2,051 +39%
MPW
4213
MASECO Private Wealth
$1.15M +$918K +7,297 New
NCG
4214
Newport Capital Group
New Jersey
$1.15M +$4.53K +36 +0.5%
JFL
4215
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.15M – – –
NERM
4216
New England Research & Management
Illinois
$1.15M +$134K +1,065 +17%
OGF
4217
Orin Green Financial
California
$1.14M +$180K +1,432 +25%
CC
4218
Copperleaf Capital
North Carolina
$1.14M – – –
TCM
4219
Towercrest Capital Management
Pennsylvania
$1.14M -$18.9K -150 -2%
Q1WB
4220
Quest 10 Wealth Builders
Virginia
$1.14M +$50K +397 +6%
PB
4221
Pinnacle Bancorp
Nebraska
$1.14M +$182K +1,444 +25%
KFP
4222
Keener Financial Planning
Texas
$1.14M +$503K +4,000 +125%
KG
4223
Kilter Group
New York
$1.13M +$244K +1,935 +37%
AGA
4224
Accuvest Global Advisors
Utah
$1.13M +$201K +1,594 +29%
EA
4225
Eclectic Associates
California
$1.13M -$1.52M -12,069 -63%
167 168
169
170 171