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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1901
Evermay Wealth Management
Virginia
$134K – – –
CYG
1902
Clean Yield Group
Vermont
$131K +$6.38K +72 +5%
FA
1903
Fortis Advisors
Pennsylvania
$129K – – –
TSWM
1904
Tyler-Stone Wealth Management
Ohio
$129K – – –
FRA
1905
Front Row Advisors
California
$124K -$443 -5 -0.3%
CWM
1906
Castle Wealth Management
Florida
$123K +$709 +8 +0.6%
CWC
1907
Carolinas Wealth Consulting
North Carolina
$122K +$3.02K +34 +2%
CC
1908
Corsicana & Co
Texas
$121K – – –
AA
1909
AlphaMark Advisors
Kentucky
$119K +$8.87K +100 +8%
GG
1910
Gleason Group
Kentucky
$117K – – –
VCM
1911
Versant Capital Management
Arizona
$117K +$5.67K +64 +5%
MAWCM
1912
Mine & Arao Wealth Creation & Management
California
$115K -$46.6K -525 -28%
TFA
1913
Toth Financial Advisory
Virginia
$113K -$6.21K -70 -5%
SC
1914
SouthState Corp
Florida
$110K -$14.1K -159 -11%
PMFA
1915
Plante Moran Financial Advisors
Michigan
$110K -$9.31K -105 -8%
BFPW
1916
BOK Financial Private Wealth
Colorado
$110K +$113K +1,279 New
SIC
1917
SJS Investment Consulting
Ohio
$109K +$112K +1,266 New
PA
1918
PSI Advisors
Florida
$108K -$42.1K -475 -28%
PP
1919
Peconic Partners
New York
$108K +$44.3K +500 +67%
SOW
1920
State of Wyoming
Wyoming
$107K +$72.7K +820 +194%
NIMI
1921
Natixis Investment Managers International
France
$105K -$480K -5,411 -82%
CAL
1922
Capital Advisors Ltd
Ohio
$105K +$10.6K +119 +11%
JMF
1923
Johnson Midwest Financial
Iowa
$105K +$108K +1,223 New
M
1924
MOTCO
Texas
$104K -$10K -113 -9%
PP
1925
Pacifica Partners
Canada
$99K -$5.59K -63 -5%
75 76
77
78 79