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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2151
Horan Capital Advisors
Ohio
$581K +$56.5K +680 +10%
FFW
2152
Fusion Family Wealth
New York
$580K -$241K -2,900 -27%
CGA
2153
Crescent Grove Advisors
Illinois
$578K +$39.9K +480 +7%
AF
2154
Affiance Financial
Minnesota
$575K – – –
LA
2155
Lynch & Associates
Indiana
$575K +$28.3K +340 +5%
FFG
2156
Ford Financial Group
California
$575K +$328K +3,940 +106%
TF
2157
TimeScale Financial
Massachusetts
$574K +$635K +7,640 New
BCM
2158
Boltwood Capital Management
California
$573K +$11.6K +140 +2%
SFWA
2159
Summit Financial Wealth Advisors
Louisiana
$571K +$632K +7,600 New
GIP
2160
Greatmark Investment Partners
Georgia
$566K +$59.9K +720 +11%
AAM
2161
AR Asset Management
California
$565K +$625K +7,520 New
BBA
2162
Braun-Bostich & Associates
Pennsylvania
$563K +$424K +5,100 +213%
CA
2163
Crewe Advisors
Utah
$560K – – –
SL
2164
Summitry LLC
California
$559K +$36.6K +440 +6%
OPCM
2165
Osborne Partners Capital Management
California
$559K +$94.8K +1,140 +18%
PVWM
2166
Point View Wealth Management
New Jersey
$557K – – –
WI
2167
WrapManager Inc
California
$556K -$21.6K -260 -3%
PCA
2168
Peddock Capital Advisors
Massachusetts
$556K +$83.1K +1,000 +16%
SI
2169
Scharf Investments
California
$556K +$615K +7,400 New
DA
2170
DSC Advisors
Illinois
$554K +$24.9K +300 +4%
HA
2171
Hamel Associates
New Jersey
$553K -$138K -1,660 -18%
AB
2172
AT Bancorp
Iowa
$551K +$610K +7,340 New
EFL
2173
ERn Financial LLC
Wisconsin
$551K +$610K +7,340 New
WA
2174
Waverly Advisors
Alabama
$550K -$2.05M -24,600 -77%
SFS
2175
Summit Financial Strategies
Ohio
$549K +$44.9K +540 +8%
85 86
87
88 89