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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1701
Gilbert & Cook
Iowa
$776K +$8.83K +224 +1%
CT
1702
Clearstead Trust
Maine
$775K -$31.6K -801 -4%
MVA
1703
Mount Vernon Associates
Maryland
$775K -$13.8K -350 -2%
OIM
1704
Oder Investment Management
California
$775K +$33.5K +849 +4%
TCMP
1705
Thrive Capital Management (Pennsylvania)
Pennsylvania
$773K +$101K +2,557 +15%
TF
1706
Trek Financial
Arizona
$773K +$15.3K +387 +2%
LJAC
1707
L.J. Altfest & Co
New York
$772K -$34.3K -869 -4%
RA
1708
Rational Advisors
New York
$770K +$781K +19,812 New
CA
1709
Cornerstone Advisory
Maryland
$770K +$195K +4,941 +33%
EFM
1710
Eley Financial Management
Vermont
$769K +$2.41K +61 +0.3%
BC
1711
Bowman & Company
Wisconsin
$768K +$169K +4,275 +28%
ST
1712
Somerset Trust
Pennsylvania
$767K -$52.7K -1,337 -6%
RIA
1713
Richwood Investment Advisors
Ohio
$767K -$9.15K -232 -1%
APA
1714
Astoria Portfolio Advisors
New York
$765K +$53.9K +1,366 +8%
SFA
1715
Souders Financial Advisors
Ohio
$765K +$187K +4,750 +32%
IFWM
1716
Institute for Wealth Management
Colorado
$757K -$1.18K -30 -0.2%
SW
1717
SlateStone Wealth
Florida
$757K +$181K +4,595 +31%
CST
1718
Charles Schwab Trust
Nevada
$756K -$219K -5,554 -22%
WI
1719
Wedgewood Investors
Pennsylvania
$755K -$35.5K -900 -4%
ASBI
1720
American State Bank (Iowa)
Iowa
$751K +$6.7K +170 +0.9%
FA
1721
Financial Advisors
Massachusetts
$750K +$68.8K +1,744 +10%
TBNY
1722
Trustco Bank (New York)
New York
$749K -$986 -25 -0.1%
FFA
1723
First Foundation Advisors
California
$746K -$84K -2,129 -10%
CFG
1724
Carr Financial Group
Massachusetts
$745K -$118 -3 -0%
TF
1725
Threadgill Financial
Texas
$743K +$753K +19,101 New
67 68
69
70 71