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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1651
Simon Quick Advisors
New Jersey
$258K +$18.4K +245 +8%
TI
1652
tru Independence
Oregon
$257K -$57K -758 -18%
AW
1653
Alpha Windward
Massachusetts
$256K +$64.3K +855 +33%
POIA
1654
Pin Oak Investment Advisors
Texas
$256K +$66.5K +885 +34%
TAM
1655
Tradition Asset Management
Virginia
$255K -$99.5K -1,324 -28%
WCWM
1656
Willow Creek Wealth Management
California
$254K -$10.5K -140 -4%
WOC
1657
West Oak Capital
California
$254K -$3.76K -50 -1%
HIS
1658
Harvest Investment Services
Illinois
$254K +$260K +3,454 New
CG
1659
Cutler Group
California
$252K -$1.64M -21,847 -86%
CIC
1660
Cutler Investment Counsel
Oregon
$252K – – –
FNBOSM
1661
First National Bank of South Miami
Florida
$251K -$9.39K -125 -4%
TFS
1662
TrustCore Financial Services
Tennessee
$251K +$28.9K +385 +13%
CCM
1663
Carlson Capital Management
Minnesota
$251K +$41.6K +554 +20%
RTS
1664
Round Table Services
New Jersey
$251K +$256K +3,413 New
FNBOH
1665
First National Bank of Hutchinson
Kansas
$250K -$24.6K -328 -9%
WPP
1666
Whalerock Point Partners
Rhode Island
$250K -$1.13K -15 -0.4%
ER
1667
Enlightenment Research
Florida
$250K +$256K +3,400 New
EAM
1668
Evanson Asset Management
California
$249K – – –
WB
1669
Webster Bank
Connecticut
$248K +$27K +359 +12%
MG
1670
Mather Group
Illinois
$248K +$253K +3,370 New
ZF
1671
Zhang Financial
Michigan
$246K – – –
TAM
1672
Trust Asset Management
Texas
$245K +$250K +3,323 New
PWPS
1673
Pinnacle Wealth Planning Services
Ohio
$244K -$32.1K -427 -11%
RWA
1674
River Wealth Advisors
Pennsylvania
$244K +$12.4K +165 +5%
MFG
1675
Merit Financial Group
Georgia
$244K +$249K +3,319 New
65 66
67
68 69