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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
5126
AJ Advisors
Tennessee
$782K +$458 +2 +0.1%
BHFP
5127
Blom & Howell Financial Planning
California
$778K +$771K +3,370 New
SCM
5128
SB Capital Management
California
$777K +$770K +3,366 New
SCM
5129
Stonehearth Capital Management
Massachusetts
$776K – – –
YCG
5130
Yeomans Consulting Group
Georgia
$773K +$57.4K +251 +8%
RYA
5131
Richard Young Associates
Georgia
$773K +$766K +3,347 New
SFB
5132
STAR Financial Bank
Indiana
$772K -$296K -1,292 -28%
EF
5133
Elite Financial
Idaho
$772K – – –
HIA
5134
HTG Investment Advisors
Connecticut
$772K -$86.5K -378 -10%
HWP
5135
Hibernia Wealth Partners
Louisiana
$771K +$269K +1,174 +54%
CCMW
5136
Cypress Capital Management (Wyoming)
Wyoming
$770K +$5.26K +23 +0.7%
SMF
5137
Sterling Manor Financial
New York
$769K -$22.9K -100 -3%
DFG
5138
Dynamic Financial Group
Iowa
$768K – – –
PWP
5139
Phillips Wealth Planners
Mississippi
$764K -$7.09K -31 -0.9%
TCM
5140
Tuttle Capital Management
Connecticut
$764K +$123K +537 +19%
FS
5141
Financial Symmetry
North Carolina
$763K -$25.9K -113 -3%
IFS
5142
Ifrah Financial Services
Arkansas
$763K -$8.46K -37 -1%
HCA
5143
Hyperion Capital Advisors
New York
$762K – – –
IWMO
5144
Integrated Wealth Management (Ohio)
Ohio
$761K +$754K +3,295 New
GJIA
5145
Glass Jacobson Investment Advisors
Maryland
$760K -$29.7K -130 -4%
CBOR
5146
Community Bank of Raymore
Missouri
$759K +$40K +175 +6%
MSWA
5147
Marshall & Sterling Wealth Advisors
New York
$759K -$179K -781 -19%
CAIMH
5148
Central Asset Investments & Management Holdings
Hong Kong
$758K +$58.3K +255 +8%
PF
5149
Prota Financial
Texas
$757K +$750K +3,279 New
KP
5150
Kitching Partners
Pennsylvania
$755K – – –
204 205
206
207 208