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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1851
LexAurum Advisors
Kansas
$216K -$22.4K -292 -9%
WOC
1852
West Oak Capital
California
$216K -$1.92K -25 -0.9%
DWA
1853
Dougherty Wealth Advisers
Minnesota
$216K – – –
PIM
1854
Penobscot Investment Management
Massachusetts
$216K – – –
SWM
1855
Scissortail Wealth Management
Oklahoma
$216K +$142K +1,844 New
WDG
1856
Wealth Dimensions Group
Ohio
$215K -$2.15K -28 -1%
ZIC
1857
ZWJ Investment Counsel
Georgia
$215K +$2K +26 +0.9%
RTS
1858
Round Table Services
New Jersey
$214K – – –
PK
1859
Pflug Koory
Nebraska
$214K +$3.53K +46 +2%
JFA
1860
JNBA Financial Advisors
Minnesota
$213K -$53.3K -694 -20%
MWP
1861
Meridian Wealth Partners
Pennsylvania
$213K +$42.5K +553 +25%
CBTWT
1862
Community Bank & Trust (Waco, Texas)
Texas
$212K -$106K -1,382 -33%
OCM
1863
Osterweis Capital Management
California
$212K -$21.5K -280 -9%
WIA
1864
World Investment Advisors
California
$212K -$4.61K -60 -2%
FPCP
1865
Fort Point Capital Partners
California
$212K +$3.84K +50 +2%
CCA
1866
Catalyst Capital Advisors
New York
$212K +$8.37K +109 +4%
CIC
1867
Cornercap Investment Counsel
Georgia
$211K -$1.37M -17,783 -87%
JF
1868
Jump Financial
Illinois
$211K -$728K -9,473 -78%
CCM
1869
Chilton Capital Management
Texas
$211K -$201K -2,611 -49%
CFS
1870
CRA Financial Services
New Jersey
$211K -$1.15K -15 -0.5%
CH
1871
Canton Hathaway
Rhode Island
$210K – – –
SEP
1872
Southland Equity Partners
Missouri
$210K +$13.1K +171 +7%
CSIA
1873
Charles Schwab Investment Advisory
California
$209K +$33.6K +437 +19%
FAFN
1874
First Affirmative Financial Network
Colorado
$208K +$1.15K +15 +0.6%
CWP
1875
Concord Wealth Partners
Virginia
$207K +$34.2K +445 +20%
73 74
75
76 77