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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
951
Gofen & Glossberg
Illinois
$353K +$8.77K +60 +2%
TSWM
952
Tyler-Stone Wealth Management
Ohio
$353K +$374K +2,560 New
BAS
953
Brown Advisory Securities
Maryland
$352K -$224K -1,530 -37%
FA
954
Fiducient Advisors
Illinois
$351K – – –
CPC
955
Congress Park Capital
New York
$351K +$36.5K +250 +11%
ARG
956
Advisory Resource Group
Oklahoma
$351K +$130K +890 +32%
H
957
HoyleCohen
California
$347K +$80.4K +550 +28%
VWA
958
Visionary Wealth Advisors
Illinois
$346K +$19K +130 +5%
PWS
959
Private Wealth Strategies
Ohio
$345K – – –
BW
960
Basepoint Wealth
Iowa
$344K +$365K +2,500 New
IA
961
Insight Advisors
Pennsylvania
$344K – – –
SCH
962
Springs Capital (HK)
Hong Kong
$344K +$365K +2,500 New
HR
963
Hayden Royal
North Carolina
$343K – – –
ACM
964
AlphaStar Capital Management
North Carolina
$341K -$1.46K -10 -0.3%
CB
965
CNB Bank
Pennsylvania
$340K +$14.6K +100 +4%
BFS
966
Bard Financial Services
Connecticut
$337K +$14.6K +100 +4%
ADL
967
Asset Dedication LLC
California
$337K +$146K +1,000 +69%
SOW
968
State of Wyoming
Wyoming
$335K +$7.31K +50 +2%
RS
969
Retirement Solution
Washington
$335K +$355K +2,430 New
SF
970
Symphony Financial
Texas
$334K -$24.8K -170 -6%
OAC
971
OMERS Administration Corp
Ontario, Canada
$333K – – –
YIA
972
YHB Investment Advisors
Connecticut
$333K +$1.46K +10 +0.4%
TNA
973
True North Advisors
Texas
$333K +$4.38K +30 +1%
OGC
974
Oak Grove Capital
New Hampshire
$333K +$87.7K +600 +33%
PCM
975
Presidio Capital Management
California
$332K +$352K +2,410 New
37 38
39
40 41