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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
751
EverSource Wealth Advisors
Alabama
$264K +$98.9K +1,942 +61%
LC
752
Lincoln Capital
Nebraska
$263K -$2.29K -45 -0.9%
FFG
753
Frisch Financial Group
New York
$263K +$2.6K +51 +1%
AAM
754
Augustine Asset Management
Florida
$261K -$45.6K -895 -15%
KOCAA
755
Knights of Columbus Asset Advisors
Connecticut
$261K -$13.8K -270 -5%
PFS
756
Prospera Financial Services
Texas
$261K -$9.32K -183 -3%
LWA
757
Lineweaver Wealth Advisors
Ohio
$261K +$258K +5,063 New
OFS
758
OneAscent Financial Services
Alabama
$259K -$13.4K -263 -5%
HBW
759
Hazlett, Burt & Watson
West Virginia
$259K – – –
MA
760
Montag & Associates
Georgia
$259K – – –
HDIM
761
Hanson & Doremus Investment Management
Vermont
$259K +$101K +1,977 +65%
CP
762
Castleview Partners
Texas
$257K -$16.3K -321 -23%
P
763
Palladiem
Pennsylvania
$257K – – –
OL
764
Optas LLC
Texas
$256K +$253K +4,973 New
GWM
765
Graybill Wealth Management
Illinois
$254K +$1.38K +27 +0.6%
PHIC
766
Pine Haven Investment Counsel
Massachusetts
$254K +$4.08K +80 +2%
TIAM2
767
Tru Independence Asset Management 2
Oregon
$253K – – –
AB
768
Atlas Brown
Kentucky
$253K +$51 +1 +0%
CGL
769
Clarius Group LLC
Washington
$252K -$119K -2,336 -32%
E
770
Ergoteles
New York
$252K +$249K +4,881 New
FMII
771
Farmers & Merchants Investments Inc
Nebraska
$250K -$94.6K -1,858 -28%
RC
772
RegentAtlantic Capital
New Jersey
$249K -$21.9K -429 -8%
BFO
773
Boston Family Office
Massachusetts
$249K – – –
P
774
Pitcairn
Pennsylvania
$248K -$230K -4,512 -48%
SHWM
775
Smith & Howard Wealth Management
Georgia
$248K – – –
29 30
31
32 33