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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2801
Vaughan David Investments
Illinois
$6.43M +$499K +2,746 +8%
AFA
2802
American Financial Advisors
Georgia
$6.42M -$294K -1,617 -4%
WLIM
2803
White Lighthouse Investment Management
Massachusetts
$6.42M -$14.5K -80 -0.2%
NCM
2804
NCM Capital Management
New Jersey
$6.41M -$112K -618 -2%
BWA
2805
Burt Wealth Advisors
Maryland
$6.41M +$1.53M +8,427 +29%
CC
2806
Constitution Capital
Connecticut
$6.4M -$6.74M -37,085 -50%
BIA
2807
Beacon Investment Advisors
Maryland
$6.39M +$9.27K +51 +0.1%
OCM
2808
Orser Capital Management
Texas
$6.39M -$110K -607 -2%
PCI
2809
Planning Center Inc
Illinois
$6.39M -$390K -2,143 -5%
TFF
2810
The Family Firm
Maryland
$6.38M -$15.3K -84 -0.2%
RVPG
2811
Relative Value Partners Group
$6.38M -$4.91K -27 -0.1%
WA
2812
Waddell & Associates
Tennessee
$6.36M +$107K +589 +2%
MFS
2813
Madrona Financial Services
Washington
$6.36M +$167K +921 +3%
WW
2814
Windle Wealth
Oklahoma
$6.36M +$309K +1,699 +5%
IPAM
2815
Investment Partners Asset Management
New Jersey
$6.36M -$77.5K -426 -1%
DWG
2816
Darden Wealth Group
Michigan
$6.36M -$220K -1,208 -3%
OL
2817
OneFund LLC
Florida
$6.35M -$237K -1,303 -3%
ACM
2818
AUA Capital Management
Pennsylvania
$6.34M -$382K -2,100 -5%
WBCM
2819
Wilson & Boucher Capital Management
California
$6.34M -$332K -1,825 -5%
CFSG
2820
Clark Financial Services Group
Missouri
$6.33M -$177K -974 -3%
HWM
2821
Hohimer Wealth Management
Washington
$6.32M -$118K -648 -2%
PI
2822
Pettee Investors
Connecticut
$6.32M -$577K -3,175 -8%
S
2823
Sachetta
Massachusetts
$6.31M – – –
WAM
2824
WFA Asset Management
Wisconsin
$6.3M -$269K -1,479 -4%
SIC
2825
Shoker Investment Counsel
Ohio
$6.3M -$24.2K -133 -0.4%
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113
114 115