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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3501
Steward Financial Group
Texas
$570K +$127K +1,001 +25%
TA
3502
TrueWealth Advisors
Alabama
$569K +$32.2K +255 +5%
HCA
3503
Horan Capital Advisors
Ohio
$567K +$1.9K +15 +0.3%
SAM
3504
Stone Asset Management
Texas
$567K +$25.3K +200 +4%
SCA
3505
Southern Capital Advisors
Tennessee
$567K +$119K +940 +23%
CWM
3506
Campbell Wealth Management
Virginia
$567K +$134K +1,060 +27%
TIM
3507
Total Investment Management
Arizona
$566K -$17.7K -140 -3%
FNBTCON
3508
First National Bank & Trust Co of Newtown
Pennsylvania
$566K +$6.32K +50 +1%
HFA
3509
Highland Financial Advisors
New Jersey
$565K – – –
JWBC
3510
John W. Brooker & Co
California
$565K – – –
DFA
3511
DHJJ Financial Advisors
Illinois
$565K +$2.02K +16 +0.3%
ARIS
3512
Advanced Research Investment Solutions
California
$563K +$263K +2,080 +72%
TFA
3513
Tranquilli Financial Advisor
New Jersey
$561K +$88.4K +699 +16%
SFP
3514
Sterling Financial Planning
New Jersey
$560K +$22.1K +175 +4%
CCA
3515
Conservest Capital Advisors
Pennsylvania
$559K -$643K -5,089 Closed
PCMF
3516
Private Capital Management (Florida)
Florida
$558K -$85.9K -680 -12%
RB
3517
Rodgers Brothers
Pennsylvania
$558K +$1.9K +15 +0.3%
CIA
3518
Citadel Investment Advisory
Ohio
$557K – – –
MC
3519
Merlin Capital
Rhode Island
$553K +$45.3K +358 +8%
T
3520
TRUADVICE
Florida
$553K +$68K +538 +10%
FMP
3521
Financial Management Professionals
Texas
$552K -$76.8K -608 -11%
VDI
3522
Vaughan David Investments
Illinois
$551K +$18.7K +148 +3%
WFA
3523
Wade Financial Advisory
California
$550K +$3.79K +30 +0.6%
CCA
3524
Cottonwood Capital Advisors
Utah
$550K +$314K +2,486 +104%
MF
3525
Meridian Financial
Massachusetts
$549K +$15.2K +120 +3%
139 140
141
142 143