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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1851
Cary Street Partners Asset Management
Virginia
$316K +$7.67K +73 +3%
DC
1852
DeDora Capital
California
$316K +$11.8K +112 +4%
PSIWM
1853
Paradigm Strategies in Wealth Management
Minnesota
$316K +$304K +2,894 New
ALAM
1854
Asahi Life Asset Management
Japan
$315K -$130K -1,240 -30%
WAOI
1855
Wealth Advisors of Iowa
Iowa
$315K -$15.7K -150 -5%
MFW
1856
Mosaic Family Wealth
Missouri
$315K -$14.6K -139 -5%
CCM
1857
Carlson Capital Management
Minnesota
$315K +$11.1K +106 +4%
SWM
1858
Sugarloaf Wealth Management
Georgia
$315K +$11.3K +108 +4%
ZIC
1859
ZWJ Investment Counsel
Georgia
$314K -$105K -1,003 -26%
FNBOO
1860
First National Bank of Omaha
Nebraska
$314K -$15.3K -146 -5%
LDFR
1861
Lehman & Derafelo Financial Resources
Pennsylvania
$314K – – –
PWA
1862
Physician Wealth Advisors
Utah
$314K – – –
CWM
1863
Connecticut Wealth Management
Connecticut
$314K +$840 +8 +0.3%
CSPIA
1864
Cary Street Partners Investment Advisory
Virginia
$310K -$242K -2,303 -45%
VAG
1865
VisionPoint Advisory Group
Texas
$309K -$20.8K -198 -7%
DOA
1866
D'Orazio & Associates
Virginia
$309K – – –
DWA
1867
Dougherty Wealth Advisers
Minnesota
$309K – – –
NJBEST
1868
New Jersey Better Educational Savings Trust
New Jersey
$309K – – –
AL
1869
Aspiriant LLC
California
$309K +$24.4K +232 +9%
IF
1870
IRON Financial
Illinois
$308K -$59.3K -565 -17%
POIA
1871
Pin Oak Investment Advisors
Texas
$307K -$66.1K -630 -18%
CIC
1872
Cornercap Investment Counsel
Georgia
$306K -$3.82M -36,425 -93%
EBSAM
1873
Eubel Brady & Suttman Asset Management
Ohio
$306K +$294K +2,800 New
SW
1874
StrongBox Wealth
Missouri
$305K +$2.21K +21 +0.8%
CWC
1875
Carolinas Wealth Consulting
North Carolina
$305K +$64.7K +616 +28%
73 74
75
76 77