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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
3201
Horan Capital Advisors
Ohio
$822K – – –
BMA
3202
Brooks Moore & Associates
Tennessee
$819K +$113K +680 +17%
FBFS
3203
First Business Financial Services
Wisconsin
$819K +$216K +1,300 +38%
CAM
3204
Concorde Asset Management
Michigan
$815K -$9.97K -60 -1%
JWBC
3205
John W. Brooker & Co
California
$815K – – –
AWM
3206
Avondale Wealth Management
Texas
$812K -$233K -1,400 -23%
AFS
3207
Annapolis Financial Services
Maryland
$812K +$3.32K +20 +0.4%
TCWA
3208
Ten Capital Wealth Advisors
Washington
$812K +$69.8K +420 +10%
CCA
3209
Conservest Capital Advisors
Pennsylvania
$808K -$9.97K -60 -1%
LFGH
3210
Lee Financial Group Hawaii
Hawaii
$808K -$3.32K -20 -0.4%
FNBTCON
3211
First National Bank & Trust Co of Newtown
Pennsylvania
$808K +$19.9K +120 +3%
FVCM
3212
F&V Capital Management
Florida
$805K -$49.9K -300 -6%
SWAG
3213
Spectrum Wealth Advisory Group
California
$802K – – –
HCA
3214
Hyperion Capital Advisors
New York
$798K – – –
HI
3215
Humankind Investments
New York
$798K +$332K +2,000 +76%
SIC
3216
Samalin Investment Counsel
New York
$794K -$36.6K -220 -5%
OAJ
3217
Ogorek Anthony Joseph
New York
$794K +$29.9K +180 +4%
DWMG
3218
DB Wealth Management Group
California
$791K -$6.65K -40 -0.9%
SA
3219
Shilanski & Associates
Alaska
$791K +$3.32K +20 +0.4%
COCM
3220
Charter Oak Capital Management
New Hampshire
$791K +$99.7K +600 +15%
AAM
3221
Auxier Asset Management
Oregon
$777K – – –
PPWM
3222
PFG Private Wealth Management
Florida
$777K +$9.97K +60 +1%
TIM
3223
Total Investment Management
Arizona
$774K -$369K -2,220 -33%
RRA
3224
Round Rock Advisors
Connecticut
$774K -$163K -980 -18%
OWA
3225
Outlook Wealth Advisors
Texas
$774K -$43.2K -260 -5%
127 128
129
130 131