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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3601
Financial Advantage
Maryland
$661K – – –
BC
3602
Barnett & Company
Tennessee
$659K -$66.4K -451 -9%
AR
3603
Advisory Research
Illinois
$658K -$4.86K -33 -0.7%
ACM
3604
Argyle Capital Management
Pennsylvania
$656K – – –
SSC
3605
Syverson Strege & Co
Iowa
$652K +$5.15K +35 +0.8%
KFP
3606
KB Financial Partners
New Jersey
$648K -$8.69K -59 -1%
FC
3607
FCA Corp
Texas
$647K -$1.3M -8,800 -66%
SSG
3608
Summit Securities Group
New York
$642K -$1.02M -6,929 -60%
SCM
3609
Shapiro Capital Management
Georgia
$637K – – –
SA
3610
Springowl Associates
New York
$637K – – –
GG
3611
Gleason Group
Kentucky
$624K +$883 +6 +0.1%
ARS
3612
Adirondack Retirement Specialists
New York
$624K +$309K +2,098 +91%
VST
3613
Van Strum & Towne
California
$616K – – –
KS
3614
Karpas Strategies
Connecticut
$615K – – –
MWM
3615
McNaughton Wealth Management
California
$612K +$883 +6 +0.1%
AF
3616
AtlasMark Financial
Texas
$611K – – –
IWP
3617
Insight Wealth Partners
Texas
$610K -$3.68K -25 -0.6%
GWAM
3618
Guardian Wealth Advisors (Minnesota)
Minnesota
$609K -$44.2K -300 -7%
TC
3619
Tacita Capital
Ontario, Canada
$606K -$42.7K -290 -6%
WG
3620
Watchman Group
Texas
$604K -$200K -1,360 -24%
CIM
3621
Contravisory Investment Management
Massachusetts
$604K +$23.4K +159 +4%
JFS
3622
JD Financial Services
Pennsylvania
$599K +$43.7K +297 +8%
RBCM
3623
Raub Brock Capital Management
California
$598K +$294 +2 +0%
BA
3624
BCM Advisors
Louisiana
$596K – – –
LWA
3625
LWS Wealth Advisors
New Jersey
$590K -$35.3K -240 -5%
143 144
145
146 147