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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1876
Optimum Investment Advisors
Illinois
$414K +$8.74K +50 +2%
DFA
1877
Delta Financial Advisors
Louisiana
$412K – – –
FIM
1878
Fernwood Investment Management
Massachusetts
$412K +$399K +2,280 New
DCM
1879
Donaldson Capital Management
Indiana
$410K -$56.8K -325 -13%
OCM
1880
Objective Capital Management
Ohio
$409K -$14.9K -85 -4%
DOA
1881
D'Orazio & Associates
Virginia
$409K +$22K +126 +6%
HWA
1882
Heritage Wealth Advisors
Virginia
$409K +$12.2K +70 +3%
DI
1883
Disciplined Investments
Oklahoma
$409K +$396K +2,266 New
SP
1884
Sequent Planning
Nebraska
$408K +$395K +2,262 New
WMWM
1885
Whitaker-Myers Wealth Managers
Ohio
$408K +$395K +2,259 New
ILI
1886
Invesco LLC (Illinois)
Illinois
$407K -$8.74K -50 -2%
BCG
1887
BayBridge Capital Group
California
$406K -$203K -1,162 -30%
SB
1888
Simmons Bank
Arkansas
$406K -$3.85K -22 -1%
JCM
1889
Jacobi Capital Management
Pennsylvania
$406K -$56.1K -321 -12%
GWM
1890
GoalFusion Wealth Management
Texas
$405K -$152K -870 -28%
MFG
1891
Menard Financial Group
Texas
$405K +$392K +2,245 New
CP
1892
Covenant Partners
Tennessee
$405K – – –
HCM
1893
Hodges Capital Management
Texas
$404K +$391K +2,238 New
1SB
1894
1ST Source Bank
Indiana
$403K +$42K +240 +12%
CSA
1895
Cottage Street Advisors
Massachusetts
$402K -$35K -200 -8%
AIS
1896
AM Investment Strategies
Tennessee
$401K +$30.9K +177 +9%
1CP
1897
17 Capital Partners
Arizona
$401K +$388K +2,220 New
SBF
1898
Sara-Bay Financial
Florida
$400K +$8.74K +50 +2%
CFO
1899
Collective Family Office
Pennsylvania
$400K +$18.5K +106 +5%
CG
1900
Cynosure Group
Utah
$400K +$388K +2,218 New
74 75
76
77 78