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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3451
Rovin Capital
Arizona
$331K -$9.51K -60 -3%
BIA
3452
Barry Investment Advisors
Massachusetts
$328K +$3.17K +20 +1%
SPC
3453
Stewart & Patten Company
California
$328K +$22.2K +140 +7%
RHJA
3454
Rice Hall James & Associates
California
$328K +$31.7K +200 +10%
NIM
3455
NuWave Investment Management
New Jersey
$328K +$206K +1,300 +159%
AA
3456
AF Advisors
California
$326K – – –
PA
3457
Parkside Advisors
California
$326K +$98.3K +620 +42%
CCA
3458
Cadent Capital Advisors
Oklahoma
$325K -$95.1K -600 -22%
HI
3459
Hendershot Investments
Virginia
$325K -$9.51K -60 -3%
MWM
3460
McNaughton Wealth Management
California
$325K +$25.4K +160 +8%
OCPWS
3461
One Charles Private Wealth Services
Massachusetts
$325K +$47.6K +300 +17%
ARG
3462
Advisory Resource Group
Oklahoma
$322K -$463K -2,920 -58%
MSWMA
3463
Market Street Wealth Management Advisors
Indiana
$322K +$12.7K +80 +4%
HAFS
3464
Hapanowicz & Associates Financial Services
Pennsylvania
$319K – – –
PD
3465
Planning Directions
Pennsylvania
$319K – – –
TCM
3466
Tandem Capital Management
New Jersey
$319K – – –
HGWM
3467
Horst & Graben Wealth Management
Oregon
$313K -$38K -240 -11%
EDRIA
3468
Edmonds Duncan Registered Investment Advisors
Kansas
$313K – – –
TAIM
3469
TD Ameritrade Investment Management
Nebraska
$313K – – –
HC
3470
Hatton Consulting
Arizona
$313K +$320K +2,020 New
BWM
3471
Birchcreek Wealth Management
Ohio
$309K -$12.7K -80 -4%
PS
3472
Portfolio Solutions
Michigan
$309K -$3.17K -20 -1%
BEI
3473
Benjamin Edwards Inc
Missouri
$309K – – –
BWM
3474
Brickley Wealth Management
California
$309K – – –
DWM
3475
Defined Wealth Management
Oregon
$309K – – –
137 138
139
140 141