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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2251
Allworth Financial
California
$216K +$20.3K +98 +12%
DP
2252
Dearborn Partners
Illinois
$215K +$190K +916 New
JAG
2253
Journey Advisory Group
Kentucky
$215K +$190K +916 New
ARG
2254
Advisory Resource Group
Oklahoma
$215K +$190K +919 New
TYCC
2255
Texas Yale Capital Corp
Florida
$215K +$190K +919 New
PNC
2256
Park National Corp
Ohio
$214K +$189K +913 New
DSC
2257
Duncker Streett & Co
Missouri
$213K +$829 +4 +0.4%
WI
2258
Wedgewood Investors
Pennsylvania
$213K +$189K +911 New
TCWM
2259
Total Clarity Wealth Management
Illinois
$212K +$188K +906 New
CRIG
2260
Charter Research & Investment Group
Connecticut
$211K -$62.2K -300 -25%
I
2261
INVST
Indiana
$211K +$186K +899 New
CCM
2262
Compass Capital Management
Minnesota
$211K +$186K +900 New
WDL
2263
Well Done LLC
Michigan
$211K +$187K +901 New
BIM
2264
Baldwin Investment Management
Pennsylvania
$211K +$187K +902 New
DAM
2265
Delta Asset Management
Tennessee
$209K -$207 -1 -0.1%
GL
2266
Graypoint LLC
New York
$209K +$185K +891 New
LWP
2267
Legacy Wealth Planning
Nevada
$209K +$185K +894 New
SWA
2268
Sax Wealth Advisors
New Jersey
$207K +$183K +882 New
CWM
2269
CCG Wealth Management
California
$205K -$82.9K -400 -31%
WOC
2270
West Oak Capital
California
$205K – – –
AO
2271
Advisor OS
Illinois
$205K +$181K +875 New
FA
2272
Financial Advisors
Massachusetts
$205K +$181K +875 New
LIA
2273
LBMC Investment Advisors
Tennessee
$205K +$181K +875 New
MWM
2274
MinichMacGregor Wealth Management
New York
$205K +$182K +877 New
CCA
2275
Conestoga Capital Advisors
Pennsylvania
$204K -$62.2K -300 -26%
89 90
91
92 93