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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2676
LifePlan Financial Group
Ohio
$52K – – –
RWM
2677
Raffa Wealth Management
District of Columbia
$50.3K +$53.8K +580 New
CCM
2678
Copeland Capital Management
Pennsylvania
$45K – – –
PK
2679
Pflug Koory
Nebraska
$45K – – –
AFIA
2680
America First Investment Advisors
Nebraska
$43K – – –
PRC
2681
Pearl River Capital
Michigan
$43K +$46.4K +500 New
MCM
2682
MV Capital Management
Maryland
$38K – – –
GT
2683
Glenmede Trust
Pennsylvania
$36.5K +$1.72M +18,600 +5%
HWM
2684
Holloway Wealth Management
Florida
$36K – – –
LWA
2685
Lowe Wealth Advisors
Maryland
$35K – – –
BAMG
2686
Brand Asset Management Group
Missouri
$30K – – –
HRC
2687
Hoertkorn Richard Charles
$30K – – –
MIM
2688
Macroview Investment Management
Maryland
$28K +$18.5K +200 +167%
LGWM
2689
Litman Gregory Wealth Management
California
$26K -$24.1K -260 -46%
CA
2690
Centerpoint Advisors
Massachusetts
$26K – – –
WC
2691
Westwind Capital
New Mexico
$24K -$20.4K -220 -44%
JGIA
2692
Jackson Grant Investment Advisers
Connecticut
$24K – – –
FEG
2693
Financial Enhancement Group
Indiana
$17K – – –
FCH
2694
Freestone Capital Holdings
Washington
$16.8K -$3.88M -41,880 -18%
HS
2695
Horan Securities
United States
$16K – – –
MFT
2696
Moisand Fitzgerald Tamayo
Florida
$14K – – –
AMCA
2697
Arthur M. Cohen & Associates
Illinois
$13.9K +$775K +8,360 +6%
DRS
2698
Deane Retirement Strategies
Louisiana
$12K – – –
AM
2699
Atwater Malick
Pennsylvania
$12K +$13K +140 New
PCA
2700
Providence Capital Advisors
North Carolina
$10K -$7.42K -80 -40%
106 107
108
109 110