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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1401
Sterneck Capital Management
Missouri
$510K +$121K +554 +26%
BRA
1402
Bender Robert & Associates
California
$510K -$6.56K -30 -1%
SWA
1403
SOA Wealth Advisors
New York
$508K – – –
IFPG
1404
Intrepid Financial Planning Group
Indiana
$507K -$15.3K -70 -3%
IIC
1405
Ironwood Investment Counsel
Arizona
$506K +$28.7K +131 +5%
ORAM
1406
One River Asset Management
Connecticut
$505K +$133K +608 +30%
CAC
1407
Core Alternative Capital
Georgia
$505K +$306K +1,397 +113%
KIC
1408
Kensington Investment Counsel
California
$505K +$14.9K +68 +3%
DFG
1409
Delta Financial Group
New Jersey
$502K +$574K +2,622 New
LRIA
1410
Leonard Rickey Investment Advisors
Washington
$501K +$125K +570 +28%
PCA
1411
Pallas Capital Advisors
Massachusetts
$501K +$13.1K +60 +2%
IA
1412
IFG Advisory
Georgia
$499K +$569K +2,602 New
HTC
1413
Haverford Trust Company
Pennsylvania
$499K -$116K -530 -17%
NRD
1414
Nebula Research & Development
New York
$497K +$567K +2,592 New
GCMG
1415
Gyroscope Capital Management Group
Florida
$496K +$566K +2,586 New
PP
1416
PDS Planning
Ohio
$495K -$875 -4 -0.2%
CP
1417
Coho Partners
Pennsylvania
$495K -$36.8K -168 -6%
MCCP
1418
Mission Creek Capital Partners
California
$494K -$34.1K -156 -6%
MIC
1419
Maxi Investments CY
Cyprus
$494K – – –
DF
1420
Donoghue Forlines
Massachusetts
$492K +$562K +2,568 New
LWM
1421
Lodestone Wealth Management
Washington
$491K -$1.09K -5 -0.2%
CWP
1422
CFM Wealth Partners
Texas
$491K -$110K -502 -16%
SIC
1423
Shoker Investment Counsel
Ohio
$490K – – –
AWA
1424
Aletheian Wealth Advisors
Washington
$489K +$558K +2,551 New
BCMLT
1425
Beacon Capital Management LLC (Tennessee)
Tennessee
$489K – – –
55 56
57
58 59