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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2251
Doyle Wealth Management
Florida
$217K +$192K +927 New
GC
2252
Garde Capital
Washington
$216K -$34.2K -165 -15%
AF
2253
Allworth Financial
California
$216K +$20.3K +98 +12%
DP
2254
Dearborn Partners
Illinois
$215K +$190K +916 New
JAG
2255
Journey Advisory Group
Kentucky
$215K +$190K +916 New
ARG
2256
Advisory Resource Group
Oklahoma
$215K +$190K +919 New
TYCC
2257
Texas Yale Capital Corp
Florida
$215K +$190K +919 New
PNC
2258
Park National Corp
Ohio
$214K +$189K +913 New
DSC
2259
Duncker Streett & Co
Missouri
$213K +$829 +4 +0.4%
WI
2260
Wedgewood Investors
Pennsylvania
$213K +$189K +911 New
TCWM
2261
Total Clarity Wealth Management
Illinois
$212K +$188K +906 New
CRIG
2262
Charter Research & Investment Group
Connecticut
$211K -$62.2K -300 -25%
I
2263
INVST
Indiana
$211K +$186K +899 New
CCM
2264
Compass Capital Management
Minnesota
$211K +$186K +900 New
WDL
2265
Well Done LLC
Michigan
$211K +$187K +901 New
BIM
2266
Baldwin Investment Management
Pennsylvania
$211K +$187K +902 New
DAM
2267
Delta Asset Management
Tennessee
$209K -$207 -1 -0.1%
GL
2268
Graypoint LLC
New York
$209K +$185K +891 New
LWP
2269
Legacy Wealth Planning
Nevada
$209K +$185K +894 New
SWA
2270
Sax Wealth Advisors
New Jersey
$207K +$183K +882 New
CWM
2271
CCG Wealth Management
California
$205K -$82.9K -400 -31%
WOC
2272
West Oak Capital
California
$205K – – –
AO
2273
Advisor OS
Illinois
$205K +$181K +875 New
FA
2274
Financial Advisors
Massachusetts
$205K +$181K +875 New
LIA
2275
LBMC Investment Advisors
Tennessee
$205K +$181K +875 New
89 90
91
92 93