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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2801
Litman Gregory Wealth Management
California
$2.28M – – –
LFS
2802
Legacy Financial Strategies
Kansas
$2.28M +$8.95K +82 +0.4%
WFM
2803
Wolff Financial Management
Michigan
$2.27M +$3.38K +31 +0.2%
OAJ
2804
Ogorek Anthony Joseph
New York
$2.27M +$1.96K +18 +0.1%
RSS
2805
Rosenblum Silverman Sutton
California
$2.27M -$103K -947 -5%
SGA
2806
Sustainable Growth Advisers
Connecticut
$2.27M – – –
TFA
2807
Tobias Financial Advisors
Florida
$2.26M +$94.2K +863 +5%
EFL
2808
ERn Financial LLC
Wisconsin
$2.26M +$1.53K +14 +0.1%
SM
2809
SG3 Management
Puerto Rico
$2.26M +$1.04M +9,500 +95%
VIM
2810
Veritas Investment Management
United Kingdom
$2.25M -$245K -2,249 -10%
CCM
2811
Crestwood Capital Management
New York
$2.25M +$2.12M +19,440 New
HWMG
2812
Hurlow Wealth Management Group
Indiana
$2.25M -$2.95K -27 -0.1%
MAM
2813
Marquette Asset Management
Minnesota
$2.25M – – –
CCM
2814
Corsair Capital Management
New York
$2.24M -$13.9K -127 -0.7%
IRC
2815
Investors Research Corp
Georgia
$2.24M +$81.3K +745 +4%
MAA
2816
Mraz Amerine & Associates
California
$2.22M -$1.36M -12,472 -39%
MWA
2817
Marshall Wace Asia
Hong Kong
$2.22M +$969K +8,877 +86%
JGIA
2818
Jackson Grant Investment Advisers
Connecticut
$2.2M +$2.62K +24 +0.1%
VR
2819
Viridian RIA
Washington
$2.19M +$5.46K +50 +0.3%
AA
2820
Alesco Advisors
New York
$2.18M -$124K -1,139 -6%
OPPTF
2821
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.18M -$64K -587 -3%
PFA
2822
Pathway Financial Advisors
Vermont
$2.16M -$32.2K -295 -2%
DA
2823
Detalus Advisors
Missouri
$2.16M -$241K -2,210 -11%
KBFS
2824
Kohmann Bosshard Financial Services
Ohio
$2.16M +$279K +2,561 +16%
VCM
2825
Versant Capital Management
Arizona
$2.15M +$14.7K +135 +0.7%
111 112
113
114 115