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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2201
Dougherty Wealth Advisers
Minnesota
$171K -$89.5K -962 -34%
USB
2202
Union Savings Bank
Connecticut
$170K -$8.28K -89 -5%
WOC
2203
West Oak Capital
California
$166K – – –
CT
2204
Clearstead Trust
Maine
$163K +$4.65K +50 +3%
EC
2205
EntryPoint Capital
New York
$161K +$52.9K +569 +48%
PMFA
2206
Plante Moran Financial Advisors
Michigan
$160K -$193K -2,078 -54%
GWP
2207
Gen-Wealth Partners
Michigan
$158K +$161K +1,728 New
GFPC
2208
Global Financial Private Client
Florida
$157K +$7.25K +78 +5%
CWM
2209
Compass Wealth Management
Connecticut
$156K +$60.1K +646 +61%
ACM
2210
Aquatic Capital Management
Illinois
$155K -$13.8M -148,400 -99%
OPTFSNA
2211
Old Point Trust & Financial Services N A
Virginia
$153K +$9.67K +104 +7%
VCM
2212
Versant Capital Management
Arizona
$152K +$11.3K +122 +8%
SCM
2213
Silvant Capital Management
Georgia
$147K – – –
LIA
2214
Luken Investment Analytics
Tennessee
$146K – – –
RA
2215
Rise Advisors
New York
$140K +$63.8K +686 +81%
BIM
2216
Breakwater Investment Management
Washington
$138K +$141K +1,513 New
CLOS
2217
Compagnie Lombard Odier SCmA
Switzerland
$133K +$39.4K +424 +41%
CPG
2218
Cornerstone Planning Group
New Jersey
$130K -$23.5K -253 -12%
SWC
2219
Spectrum Wealth Counsel
Indiana
$128K -$5.49K -59 -4%
QL
2220
Quarry LP
New York
$126K +$24.2K +260 +23%
RFG
2221
RFP Financial Group
Georgia
$124K +$10.7K +115 +9%
BHWM
2222
Beaird Harris Wealth Management
Texas
$121K +$3.72K +40 +3%
W
2223
WealthCollab
Washington
$119K – – –
ATC
2224
Advantage Trust Company
Kansas
$118K – – –
HCP
2225
Hexagon Capital Partners
Arkansas
$114K +$4.84K +52 +4%
87 88
89
90 91