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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3426
Hamel Associates
New Jersey
$440K -$26.6K -160 -6%
HCL
3427
Heard Capital LLC
Illinois
$440K – – –
VST
3428
Van Strum & Towne
California
$440K – – –
OPWM
3429
Oakwell Private Wealth Management
Texas
$440K +$19.9K +120 +5%
WPIC
3430
White Pine Investment Company
Michigan
$437K -$13.3K -80 -3%
DWA
3431
Dougherty Wealth Advisers
Minnesota
$437K – – –
SFA
3432
Seneca Financial Advisors
New York
$437K – – –
CCM
3433
Colorado Capital Management
Colorado
$433K -$6.65K -40 -2%
HR
3434
Hardy Reed
Mississippi
$433K – – –
VIMU
3435
Veritas Investment Management (UK)
United Kingdom
$433K – – –
MIAS
3436
Mason Investment Advisory Services
Virginia
$430K – – –
FTA
3437
Financial & Tax Architects
Missouri
$430K +$49.9K +300 +14%
EBSAM
3438
Eubel Brady & Suttman Asset Management
Ohio
$430K -$462K -2,780 -50%
BBHBI
3439
B, B, H, & B Inc
Alabama
$430K +$9.97K +60 +2%
HI
3440
Hendershot Investments
Virginia
$430K +$66.5K +400 +19%
CWM
3441
Cahaba Wealth Management
Georgia
$429K -$173K -1,040 -29%
CM
3442
Capital Management
Virginia
$423K – – –
MPW
3443
MA Private Wealth
California
$423K – – –
MWC
3444
MKD Wealth Coaches
Michigan
$423K – – –
CP
3445
Coho Partners
Pennsylvania
$423K +$409K +2,460 New
GCIG
3446
Grand Central Investment Group
Florida
$420K – – –
SRIM
3447
Saratoga Research & Investment Management
California
$416K – – –
ARG
3448
Advisory Resource Group
Oklahoma
$416K +$56.5K +340 +16%
RWRC
3449
R.W. Roge & Company
New York
$416K +$99.7K +600 +37%
PWA
3450
Phoenix Wealth Advisors
North Carolina
$415K – – –
136 137
138
139 140