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Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2976
STAR Financial Bank
Indiana
$950K +$1.12M +11,309 New
PIM
2977
Perpetual Investment Management
Australia
$949K -$198K -2,000 -15%
SC
2978
Searle & Co
Connecticut
$949K – – –
LRIA
2979
Leonard Rickey Investment Advisors
Washington
$948K -$9.78K -99 -0.9%
CHA
2980
Cooper/Haims Advisors
New York
$948K -$61.7K -625 -5%
MCWS
2981
McKinley Carter Wealth Services
West Virginia
$947K -$189K -1,910 -14%
S
2982
SimplyRich
California
$947K – – –
KIC
2983
Kensington Investment Counsel
California
$947K -$15.8K -160 -1%
CPA
2984
Capital Performance Advisors
California
$946K +$80.4K +814 +8%
C
2985
CEDRUS
Colorado
$945K +$80.1K +811 +8%
SOW
2986
State of Wyoming
Wyoming
$945K +$141K +1,426 +15%
WCM
2987
Wedge Capital Management
North Carolina
$943K -$112K -1,131 -9%
EWM
2988
Echo Wealth Management
Minnesota
$940K -$34.5K -349 -4%
IFPG
2989
Intrepid Financial Planning Group
Indiana
$939K -$398K -4,025 -26%
CFA
2990
Compass Financial Advisors
Indiana
$937K -$74.1K -750 -6%
LFASL
2991
Lugano Financial Advisors SA (LFA)
Switzerland
$937K -$269K -2,728 -20%
VAFP
2992
Vahanian & Associates Financial Planning
New York
$935K – – –
HCC
2993
Hirtle Callaghan & Co
Pennsylvania
$934K -$15.8K -160 -1%
TPW
2994
Tiller Private Wealth
Pennsylvania
$934K -$37.9K -384 -3%
PCI
2995
Planning Center Inc
Illinois
$932K +$5.93K +60 +0.5%
DCM
2996
Dimension Capital Management
Florida
$932K +$123K +1,248 +13%
NRC
2997
New Republic Capital
North Carolina
$930K +$1.09M +11,069 New
CFA
2998
CWS Financial Advisors
Michigan
$928K -$738K -7,466 -96%
MLFP
2999
MPS Loria Financial Planners
Illinois
$927K -$11.8K -119 -1%
WPC
3000
Waters Parkerson & Co
Louisiana
$924K +$78.7K +797 +8%
118 119
120
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