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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2476
Alesco Advisors
New York
$335K – – –
LI
2477
Lafayette Investments
Maryland
$335K +$33.5K +360 +11%
TAM
2478
Tradition Asset Management
Virginia
$335K +$330K +3,540 New
HCM
2479
Hudson Capital Management
New Jersey
$333K -$5.59K -60 -2%
IDA
2480
Intelligence Driven Advisers
California
$333K -$74.5K -800 -19%
MA
2481
MCF Advisors
Kentucky
$333K -$39.1K -420 -11%
KTA
2482
Keeley-Teton Advisors
Illinois
$333K – – –
CAL
2483
Capital Advisors Ltd
Ohio
$333K +$48.4K +520 +17%
DACG
2484
Donor Advised Charitable Giving
California
$331K +$326K +3,500 New
FLA
2485
Financial Life Advisors
Texas
$329K +$52.2K +560 +19%
IA
2486
Independence Advisors
Pennsylvania
$328K -$46.6K -500 -13%
SFA
2487
Semmax Financial Advisors
North Carolina
$324K +$173K +1,860 +119%
HI
2488
Human Investing
Oregon
$322K -$16.8K -180 -5%
CFIA
2489
Cantor Fitzgerald Investment Advisors
New York
$322K – – –
PC
2490
Peavine Capital
Nevada
$322K – – –
RFO
2491
RiverGlades Family Offices
Florida
$322K +$46.6K +500 +17%
ASA
2492
Armstrong Shaw Associates
Connecticut
$322K +$317K +3,400 New
FTC
2493
Farmers Trust Company
Ohio
$320K -$7.45K -80 -2%
GAM
2494
Gould Asset Management
California
$320K – – –
SAM
2495
Shamrock Asset Management
Texas
$320K +$93.2K +1,000 +42%
GA
2496
Gateway Advisory
New Jersey
$316K +$70.8K +760 +29%
BA
2497
Ballew Advisors
Mississippi
$309K -$22.4K -240 -7%
GCA
2498
Gradient Capital Advisors
California
$309K – – –
DPI
2499
Diversified Portfolios Inc
Michigan
$307K -$16.8K -180 -5%
TIM
2500
Thompson Investment Management
Wisconsin
$307K +$302K +3,240 New
98 99
100
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