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Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
2301
Creegan & Nassoura Financial Group
New Hampshire
$488K – – –
CCP
2302
Clarkston Capital Partners
Michigan
$488K +$4.79K +24 +1%
OCPWS
2303
One Charles Private Wealth Services
Massachusetts
$486K – – –
WAOI
2304
Wealth Advisors of Iowa
Iowa
$485K +$3.4K +17 +0.7%
HI
2305
Hudock Inc
Pennsylvania
$485K +$49.1K +246 +11%
LC
2306
LCNB Corp
Ohio
$483K -$2.2K -11 -0.5%
DWA
2307
Dougherty Wealth Advisers
Minnesota
$483K – – –
MA
2308
MONECO Advisors
Connecticut
$483K +$63.1K +316 +15%
VAG
2309
VisionPoint Advisory Group
Texas
$483K +$129K +645 +36%
SIG
2310
Sargent Investment Group
Maryland
$482K +$143K +715 +42%
CBN
2311
Cadence Bank NA
Texas
$481K – – –
TA
2312
Trellis Advisors
Washington
$479K -$4.79K -24 -1%
DTC
2313
Davidson Trust Company
Washington
$479K – – –
PWA
2314
Physician Wealth Advisors
Utah
$478K -$43.5K -218 -8%
1IA
2315
1834 Investment Advisors
Wisconsin
$478K +$9.99K +50 +2%
FFG
2316
Frisch Financial Group
New York
$478K +$18.6K +93 +4%
PFS
2317
Prospera Financial Services
Texas
$477K -$3.7M -18,532 -89%
WIP
2318
Wellesley Investment Partners
Massachusetts
$472K +$24.8K +124 +6%
RIM
2319
Rockbridge Investment Management
New York
$471K +$235K +1,175 +99%
WRM
2320
Weybosset Research & Management
Rhode Island
$469K -$160K -800 -25%
TCM
2321
Tuttle Capital Management
Connecticut
$469K -$59.1K -296 -11%
TPW
2322
Tiller Private Wealth
Pennsylvania
$468K +$4K +20 +0.9%
EI
2323
Ellevest Inc
New York
$465K +$40.5K +203 +10%
NG
2324
Northstar Group
New York
$461K – – –
BAAM
2325
Baker Avenue Asset Management
California
$460K -$115K -574 -20%
91 92
93
94 95