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Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
3126
AMJ Financial Wealth Management
Virginia
$536K +$469K +7,296 New
RHJA
3127
Rice Hall James & Associates
California
$526K – – –
CIC
3128
Chase Investment Counsel
Virginia
$517K -$14.9K -232 -3%
CCM
3129
Compass Capital Management
Minnesota
$515K – – –
MSWMA
3130
Market Street Wealth Management Advisors
Indiana
$515K +$4.38K +68 +1%
HCA
3131
Hyperion Capital Advisors
New York
$514K +$450K +6,996 New
T
3132
TrueFG
Texas
$514K +$451K +7,004 New
MECA
3133
Miller Equity Capital Advisors
Texas
$501K +$439K +6,824 New
RA
3134
Riverstone Advisors
Texas
$499K – – –
CCA
3135
Catalyst Capital Advisors
New York
$499K +$214K +3,324 +96%
MUAMU
3136
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$499K +$437K +6,800 New
HI
3137
Horizon Investments
North Carolina
$496K +$65.6K +1,020 +18%
SWM
3138
Southern Wealth Management
Texas
$493K +$432K +6,720 New
CMP
3139
Courage Miller Partners
Virginia
$492K – – –
LI
3140
LVZ Inc
Michigan
$491K +$21.4K +332 +5%
SPA
3141
Sentinel Pension Advisors
Massachusetts
$487K +$427K +6,632 New
BEI
3142
Benjamin Edwards Inc
Missouri
$485K -$66.9K -1,040 -14%
SHJ
3143
Sharkey, Howes & Javer
Colorado
$485K +$35K +544 +9%
SWP
3144
Summit Wealth Partners
Florida
$484K +$425K +6,600 New
EGWAG
3145
Elwood & Goetz Wealth Advisory Group
Georgia
$483K +$4.12K +64 +1%
CP
3146
Coho Partners
Pennsylvania
$483K +$4.38K +68 +1%
MFGP
3147
Marshall Financial Group (Pennsylvania)
Pennsylvania
$478K -$25.5K -396 -6%
WG
3148
Watchman Group
Texas
$477K +$418K +6,500 New
LA
3149
Lynch & Associates
Indiana
$471K -$1.29K -20 -0.3%
JHP
3150
James Hambro & Partners
United Kingdom
$471K – – –
124 125
126
127 128