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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2626
Fragasso Financial Advisors
Pennsylvania
$698K -$139K -1,440 -17%
AP
2627
Adero Partners
California
$698K +$79.4K +820 +13%
FPB
2628
First PREMIER Bank
South Dakota
$694K – – –
FC
2629
Financial Consulate
Maryland
$694K +$1.94K +20 +0.3%
LWP
2630
Legacy Wealth Planning
Nevada
$694K +$94.9K +980 +16%
SLT
2631
St Louis Trust
Missouri
$692K -$358K -3,700 -34%
WTFG
2632
Wells Trecaso Financial Group
Ohio
$692K +$143K +1,480 +26%
FA
2633
FMA Advisory
Pennsylvania
$690K -$77.4K -800 -10%
EMFAT
2634
Emerald Mutual Fund Advisers Trust
Pennsylvania
$688K +$98.7K +1,020 +17%
NCL
2635
Nishkama Capital LLC
Puerto Rico
$682K -$1.06M -11,000 -61%
PC
2636
Permanens Capital
New York
$682K -$523K -5,400 -44%
FWM
2637
FFT Wealth Management
Pennsylvania
$682K – – –
AGA
2638
Accuvest Global Advisors
Utah
$679K +$674K +6,960 New
GIA
2639
GHP Investment Advisors
Colorado
$673K +$194K +2,000 +41%
AAM
2640
American Asset Management
Florida
$670K -$780K -8,060 -60%
NCM
2641
New Capital Management
Texas
$669K +$108K +1,120 +20%
SPIO
2642
Seven Post Investment Office
California
$659K +$96.8K +1,000 +17%
TCM
2643
Towercrest Capital Management
Pennsylvania
$659K +$654K +6,760 New
SIM
2644
Sadoff Investment Management
Wisconsin
$657K – – –
IC
2645
Investment Counsel
Michigan
$657K +$67.8K +700 +12%
LRIA
2646
Leonard Rickey Investment Advisors
Washington
$655K +$54.2K +560 +9%
TIM
2647
Total Investment Management
Arizona
$655K +$87.1K +900 +15%
TVAMP
2648
Tennessee Valley Asset Management Partners
Tennessee
$655K +$366K +3,780 +129%
CT
2649
Chicago Trust
Illinois
$651K -$348K -3,600 -35%
MCIA
2650
Mountain Capital Investment Advisors
Colorado
$650K +$345K +3,560 +127%
104 105
106
107 108