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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
801
Trust Company of Toledo
Ohio
$234K +$277K +6,690 New
EDRH
802
Edmond de Rothschild Holding
Switzerland
$232K -$165K -3,990 -38%
MWM
803
Merriman Wealth Management
Washington
$232K +$275K +6,630 New
APP
804
Avantax Planning Partners
Iowa
$230K +$273K +6,585 New
HS
805
Haafor (Singapore)
Singapore
$230K +$273K +6,585 New
B
806
Barings
North Carolina
$228K +$270K +6,525 New
PL
807
Plancorp LLC
Missouri
$228K +$270K +6,525 New
BS
808
Boenning & Scattergood
Pennsylvania
$225K +$267K +6,450 New
BFG
809
Barber Financial Group
Kansas
$224K +$266K +6,405 New
GIA
810
Guyasuta Investment Advisors
Pennsylvania
$224K +$266K +6,405 New
LA
811
LexAurum Advisors
Kansas
$224K +$266K +6,405 New
HI
812
Human Investing
Oregon
$223K +$59.1K +1,425 +29%
AI
813
Atria Investments
North Carolina
$223K +$264K +6,375 New
PGWM
814
Parisi Gray Wealth Management
New Jersey
$223K +$264K +6,375 New
RW
815
RVW Wealth
California
$223K +$264K +6,375 New
SWA
816
Sutton Wealth Advisors
Florida
$220K -$2.49K -60 -0.9%
CAM
817
Crestone Asset Management
Colorado
$217K +$258K +6,225 New
DY
818
Dowling & Yahnke
California
$217K +$258K +6,225 New
WA
819
Wealth Alliance
New York
$216K +$256K +6,180 New
MJRIC
820
Mogy Joel R Investment Counsel
California
$216K +$257K +6,195 New
RP
821
Riverbridge Partners
Minnesota
$215K +$255K +6,150 New
CWC
822
Carolinas Wealth Consulting
North Carolina
$215K +$256K +6,165 New
WC
823
Weil Company
California
$214K +$254K +6,135 New
EI
824
Ellevest Inc
New York
$213K +$213K +5,145 +544%
AFAS
825
Acorn Financial Advisory Services
Virginia
$212K +$251K +6,045 New
31 32
33
34 35