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Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1801
Barbara Oil Co
Illinois
$671K +$259K +1,800 +72%
TRAM
1802
Tuscan Ridge Asset Management
Illinois
$669K -$6.34K -44 -1%
LDFR
1803
Lehman & Derafelo Financial Resources
Pennsylvania
$669K – – –
AF
1804
Aldebaran Financial
$668K – – –
GIM
1805
Guild Investment Management
California
$667K +$615K +4,270 New
WCWM
1806
Willow Creek Wealth Management
California
$666K +$29.5K +205 +5%
TMAM
1807
Tokio Marine Asset Management
Japan
$666K +$80.1K +556 +15%
TPW
1808
Tiller Private Wealth
Pennsylvania
$663K -$43.7K -303 -7%
UBV
1809
United Bank (Virginia)
Virginia
$660K -$74.2K -515 -11%
AIP
1810
Almanack Investment Partners
Pennsylvania
$656K +$157K +1,089 +35%
BC
1811
Bartlett & Co
Ohio
$655K +$19.3K +134 +3%
BCWM
1812
Bartlett & Co Wealth Management
Ohio
$655K +$19.3K +134 +3%
VCA
1813
Verdence Capital Advisors
Maryland
$654K +$113K +784 +23%
PWMG
1814
Prestige Wealth Management Group
New Jersey
$652K -$117K -810 -16%
SIAS
1815
Shine Investment Advisory Services
Colorado
$648K – – –
EWA
1816
ERTS Wealth Advisors
Michigan
$648K +$57.6K +400 +11%
LDB
1817
Lee, Danner & Bass
Tennessee
$647K -$3.17K -22 -0.5%
NCL
1818
Nishkama Capital LLC
Puerto Rico
$647K +$597K +4,141 New
PSC
1819
Prentiss Smith & Co
Vermont
$644K +$18K +125 +3%
AA
1820
ALPS Advisors
Colorado
$643K -$580K -4,026 -49%
GCMG
1821
Gyroscope Capital Management Group
Florida
$642K – – –
RTC
1822
Riverview Trust Company
Washington
$642K – – –
SBA
1823
Secrest Blakey & Associates
North Carolina
$640K -$374K -2,593 -39%
GIA
1824
Guyasuta Investment Advisors
Pennsylvania
$638K – – –
JA
1825
JOYN Advisors
Georgia
$637K -$10.5K -73 -2%
71 72
73
74 75