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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1876
Dougherty Wealth Advisers
Minnesota
$281K – – –
PIM
1877
Penobscot Investment Management
Massachusetts
$281K – – –
SCM
1878
Stonehearth Capital Management
Massachusetts
$280K – – –
WDG
1879
Wealth Dimensions Group
Ohio
$280K +$94 +1 +0%
VWM
1880
Venturi Wealth Management
Texas
$279K +$849 +9 +0.3%
MGIM
1881
M&G Investment Management
United Kingdom
$279K – – –
PK
1882
Pflug Koory
Nebraska
$278K – – –
CCS
1883
Concentric Capital Strategies
Connecticut
$277K +$264K +2,794 New
DCBT
1884
Dakota Community Bank & Trust
North Dakota
$277K -$6.61K -70 -2%
ICP
1885
Interchange Capital Partners
Pennsylvania
$277K -$333K -3,524 -56%
LA
1886
Latitude Advisors
Florida
$277K -$46.8K -496 -15%
CFA
1887
Compass Financial Advisors
Indiana
$276K -$13.1K -139 -5%
CFP
1888
Catalyst Financial Partners
Massachusetts
$275K +$262K +2,774 New
OCM
1889
Osterweis Capital Management
California
$275K -$1.6K -17 -0.6%
SMWM
1890
Silvia McColl Wealth Management
California
$274K +$261K +2,763 New
IFPG
1891
Intrepid Financial Planning Group
Indiana
$273K -$47.2K -500 -15%
VWMG
1892
Virginia Wealth Management Group
Virginia
$273K -$37K -392 -12%
CWP
1893
Concord Wealth Partners
Virginia
$273K -$10.7K -113 -4%
CIA
1894
Capital Impact Advisors
Massachusetts
$273K – – –
TFP
1895
Tilia Fiduciary Partners
North Carolina
$272K -$319K -3,383 -55%
CAMG
1896
CWA Asset Management Group
Florida
$272K -$32.6K -345 -11%
CWM
1897
Curi Wealth Management
North Carolina
$271K -$4.15K -44 -2%
THWM
1898
Taylor Hoffman Wealth Management
Virginia
$271K -$46.1K -488 -15%
HNWAG
1899
High Net Worth Advisory Group
Florida
$271K -$186K -1,975 -42%
SAF
1900
Smith Anglin Financial
Texas
$270K -$53.2K -564 -17%
74 75
76
77 78