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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2076
Martin Capital Advisors
Texas
$250K +$7.4K +46 +3%
CAL
2077
Capital Advisors Ltd
Ohio
$250K +$4.99K +31 +2%
PFM
2078
Peak Financial Management
Massachusetts
$250K -$164K -1,020 -40%
SWA
2079
Sax Wealth Advisors
New Jersey
$249K +$247K +1,533 New
YWS
2080
Yarger Wealth Strategies
Ohio
$248K +$2.41K +15 +1%
CKAIS
2081
Christensen King & Associates Investment Services
Washington
$247K +$6.6K +41 +3%
DCM
2082
Dudley Capital Management
Virginia
$247K +$44.2K +275 +22%
NCFG
2083
New Century Financial Group
New Jersey
$246K +$244K +1,519 New
PW
2084
Peninsula Wealth
California
$246K -$1.93K -12 -0.9%
ZIMP
2085
Zimmermann Investment Management & Planning
Pennsylvania
$246K +$7.72K +48 +3%
OWA
2086
One Wealth Advisors
California
$246K +$31K +193 +12%
HA
2087
Hofer & Associates
California
$246K +$244K +1,514 New
3F
2088
360 Financial
Minnesota
$245K – – –
DIM
2089
Delta Investment Management
California
$244K -$50.8K -316 -17%
HCMG
2090
Howard Capital Management Group
California
$244K – – –
NJBEST
2091
New Jersey Better Educational Savings Trust
New Jersey
$243K -$112K -699 -32%
BAM
2092
BOCHK Asset Management
Hong Kong
$243K -$9.56M -59,430 -98%
EFG
2093
Ethos Financial Group
Pennsylvania
$243K -$582K -3,620 -71%
AWAP
2094
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$9.65K +60 +4%
PNC
2095
Park National Corp
Ohio
$242K -$17.1K -106 -7%
UBV
2096
United Bank (Virginia)
Virginia
$242K +$54.2K +337 +29%
LNB
2097
Ledyard National Bank
$241K -$8.85K -55 -4%
OC
2098
Oakworth Capital
Alabama
$241K -$23.2K -144 -9%
FMP
2099
Financial Management Professionals
Texas
$241K -$49.2K -306 -17%
RA
2100
Rational Advisors
New York
$241K +$163K +1,011 +214%
82 83
84
85 86