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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2076
West Oak Capital
California
$166K -$982 -10 -0.5%
JFGIW
2077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K -$44.6K -454 -20%
SAI
2078
Systematic Alpha Investments
New Jersey
$162K – – –
USB
2079
Union Savings Bank
Connecticut
$162K +$5.89K +60 +4%
CT
2080
Clearstead Trust
Maine
$159K – – –
IHWM
2081
Iron Horse Wealth Management
Iowa
$155K +$1.86K +19 +1%
VCM
2082
Versant Capital Management
Arizona
$152K -$2.45K -25 -1%
GFPC
2083
Global Financial Private Client
Florida
$149K – – –
SCM
2084
Silvant Capital Management
Georgia
$146K – – –
LIA
2085
Luken Investment Analytics
Tennessee
$146K – – –
RFA
2086
Resurgent Financial Advisors
Georgia
$142K -$38.2K -389 -20%
LAS
2087
LWM Advisory Services
Florida
$139K +$150K +1,526 New
GBT
2088
Grove Bank & Trust
Florida
$135K +$31.4K +320 +28%
EBA
2089
Eagle Bay Advisors
New York
$132K +$3.34K +34 +2%
BCMLT
2090
Beacon Capital Management LLC (Tennessee)
Tennessee
$132K – – –
SIS
2091
Sound Income Strategies
Florida
$132K -$17.4K -177 -11%
OP
2092
ORG Partners
Indiana
$129K -$46.5K -474 -25%
AF
2093
Advisornet Financial
Minnesota
$129K -$38.2K -389 -22%
SFFS
2094
Stonehage Fleming Financial Services
Jersey
$123K – – –
MTIC
2095
Missouri Trust & Investment Company
Missouri
$117K -$34.4K -350 -22%
BHWM
2096
Beaird Harris Wealth Management
Texas
$116K -$17.3K -176 -12%
JEST
2097
JTC Employer Solutions Trustee
Jersey
$114K – – –
JSAM
2098
J. Safra Asset Management
New York
$114K – – –
LS
2099
Livforsakringsbolaget Skandia
Sweden
$113K – – –
RFG
2100
RFP Financial Group
Georgia
$110K – – –
82 83
84
85 86