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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2326
Hoese & Co
Minnesota
$859K +$7.3K +34 +0.9%
OWA
2327
Opal Wealth Advisors
New York
$858K +$146K +679 +21%
ASBI
2328
American State Bank (Iowa)
Iowa
$857K -$36.5K -170 -4%
MFG
2329
Monte Financial Group
Connecticut
$857K +$183K +852 +27%
EA
2330
Emerald Advisers
Pennsylvania
$856K -$36.9K -172 -4%
DLCIG
2331
D.L. Carlson Investment Group
New Hampshire
$854K -$5.63M -26,222 -87%
CCP
2332
Clarkston Capital Partners
Michigan
$853K +$6.01K +28 +0.7%
DP
2333
DDD Partners
Washington
$849K +$841K +3,916 New
EFA
2334
Evernest Financial Advisors
Indiana
$849K +$659K +3,070 New
MJP
2335
Michael J. Puzo
$848K -$81.6K -380 -9%
CDIA
2336
Capital Directions Investment Advisors
Georgia
$846K +$26.8K +125 +3%
EI
2337
Ellevest Inc
New York
$845K +$48.3K +225 +6%
HCP
2338
Holt Capital Partners
Texas
$844K -$4.51K -21 -0.5%
EWM
2339
Elmwood Wealth Management
California
$842K +$834K +3,885 New
SFG
2340
StrategIQ Financial Group
Indiana
$841K +$265K +1,234 +47%
AMCA
2341
Arthur M. Cohen & Associates
Illinois
$834K -$34.3K -160 -4%
BDS
2342
Banco de Sabadell
Florida
$834K +$823K +3,835 New
AWA
2343
Alta Wealth Advisors
Massachusetts
$833K -$591K -2,755 -42%
WFMPM
2344
Woodley Farra Manion Portfolio Management
Indiana
$832K -$24.5K -114 -3%
NEWAS
2345
N.E.W. Advisory Services
Wisconsin
$830K – – –
ACWM
2346
Adams Chetwood Wealth Management
North Carolina
$829K +$3.86K +18 +0.5%
PGWM
2347
Parisi Gray Wealth Management
New Jersey
$829K +$4.94K +23 +0.6%
KFGK
2348
Keystone Financial Group (Kentucky)
Kentucky
$829K +$12.7K +59 +2%
AFM
2349
Andesa Financial Management
Pennsylvania
$825K +$77.1K +359 +10%
SDWMA
2350
Schneider Downs Wealth Management Advisors
Pennsylvania
$822K -$41.9K -195 -5%
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