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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3476
Carson Advisory
Georgia
$533K +$248K +1,980 +65%
NCM
3477
Northside Capital Management
Oregon
$533K +$628K +5,020 New
HCA
3478
Horan Capital Advisors
Ohio
$532K -$39.4K -315 -6%
BWM
3479
BCGM Wealth Management
Indiana
$532K +$62.6K +500 +15%
JWBC
3480
John W. Brooker & Co
California
$531K +$2.5K +20 +0.4%
RIM
3481
Reynolds Investment Management
South Carolina
$531K +$93K +743 +17%
HFA
3482
Highland Financial Advisors
New Jersey
$531K +$626K +5,000 New
SSCA
3483
South Shore Capital Advisors
Massachusetts
$529K -$62.6K -500 -9%
DFA
3484
DHJJ Financial Advisors
Illinois
$529K +$2.38K +19 +0.4%
FTA
3485
Financial & Tax Architects
Missouri
$529K -$7.63K -61 -1%
RCM
3486
Requisite Capital Management
Texas
$527K -$17.5K -140 -3%
HP
3487
HT Partners
Connecticut
$527K – – –
FNBTCON
3488
First National Bank & Trust Co of Newtown
Pennsylvania
$526K – – –
ASI
3489
Advisory Services & Investments
Oregon
$524K -$8.38K -67 -1%
RIG
3490
Renaissance Investment Group
Massachusetts
$523K -$546K -4,360 -47%
OPCM
3491
Osborne Partners Capital Management
California
$523K -$17.5K -140 -3%
RB
3492
Rodgers Brothers
Pennsylvania
$523K – – –
SWG
3493
Summit Wealth Group
Vermont
$523K +$40.3K +322 +7%
MTIM
3494
Marathon Trading Investment Management
Pennsylvania
$523K +$226K +1,809 +58%
EA
3495
Eclectic Associates
California
$522K +$26.5K +212 +5%
LFS
3496
Legacy Financial Strategies
Kansas
$520K +$222K +1,773 +57%
OGF
3497
Orin Green Financial
California
$518K – – –
KNW
3498
Kesler Norman & Wride
Utah
$518K +$87.5K +699 +17%
PFG
3499
PAX Financial Group
Texas
$516K -$470K -3,758 -44%
BCM
3500
Beddow Capital Management
Wyoming
$516K – – –
138 139
140
141 142