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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1676
Conestoga Capital Advisors
Pennsylvania
$625K – – –
HJMC
1677
Hellman Jordan Management Company
Massachusetts
$625K +$106K +169 +18%
SLWA
1678
San Luis Wealth Advisors
California
$622K +$680K +1,080 New
PP
1679
PDS Planning
Ohio
$617K +$1.26K +2 +0.2%
TW
1680
TrinityPoint Wealth
Connecticut
$616K – – –
1SB
1681
1ST Source Bank
Indiana
$616K +$123K +195 +22%
CIC
1682
Cutler Investment Counsel
Oregon
$615K +$672K +1,068 New
GIM
1683
Groesbeck Investment Management
New Jersey
$611K +$7.55K +12 +1%
PM
1684
Parametrica Management
Hong Kong
$611K +$668K +1,062 New
PCMK
1685
Paragon Capital Management (Kansas)
Kansas
$609K -$9.44K -15 -1%
HCM
1686
Hollencrest Capital Management
California
$606K +$663K +1,053 New
KWMG
1687
King Wealth Management Group
Florida
$605K -$3.15K -5 -0.5%
OL
1688
Optas LLC
Texas
$604K -$13.2K -21 -2%
GAB
1689
German American Bancorp
Indiana
$604K +$12.6K +20 +2%
WAOI
1690
Wealth Advisors of Iowa
Iowa
$603K – – –
AIC
1691
Archer Investment Corporation
Indiana
$602K – – –
VCG
1692
Vantage Consulting Group
Virginia
$602K -$130K -207 -17%
HHGA
1693
Halbert Hargrove Global Advisors
California
$598K +$15.1K +24 +2%
JIP
1694
Jaffetilchin Investment Partners
Florida
$597K +$56K +89 +9%
CCP
1695
Cardan Capital Partners
Colorado
$596K +$21.4K +34 +3%
RC
1696
Roundview Capital
New Jersey
$594K +$17K +27 +3%
APC
1697
Aspire Private Capital
North Carolina
$592K +$20.8K +33 +3%
SRIM
1698
Saratoga Research & Investment Management
California
$592K +$648K +1,029 New
HTHT
1699
Hemenway Trust Hemenway Trust
New Hampshire
$587K +$47.2K +75 +8%
AF
1700
Advisornet Financial
Minnesota
$587K +$61.7K +98 +11%
66 67
68
69 70