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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1926
Elm Advisors
California
$214K – – –
FMB
1927
Field & Main Bank
Kentucky
$214K +$156K +700 +500%
EPWM
1928
Essex Private Wealth Management
Massachusetts
$214K +$186K +839 New
UWPG
1929
Ullmann Wealth Partners Group
Florida
$214K +$187K +840 New
GWM
1930
Greenhouse Wealth Management
Connecticut
$213K – – –
JWM
1931
Janiczek Wealth Management
Colorado
$213K +$445 +2 +0.2%
CWM
1932
Chronos Wealth Management
Florida
$213K +$186K +836 New
TFM
1933
TFC Financial Management
Massachusetts
$212K – – –
HS
1934
Horan Securities
United States
$211K +$109K +492 +146%
FCA
1935
FinTrust Capital Advisors
South Carolina
$210K -$4.67K -21 -2%
LBC
1936
Lawrence B. Cohen
$209K -$36.7K -165 -17%
CWC
1937
Carolinas Wealth Consulting
North Carolina
$209K +$6.45K +29 +4%
DS
1938
DRW Securities
Illinois
$209K +$182K +821 New
RG
1939
Retirement Group
California
$208K -$75.6K -340 -29%
CBT
1940
Central Bank & Trust
Kentucky
$208K -$7.11K -32 -4%
MRG
1941
Milestone Resources Group
British Virgin Islands
$208K +$57.6K +259 +46%
SCM
1942
Stordahl Capital Management
Colorado
$207K +$180K +812 New
AC
1943
Alley Company
Illinois
$207K +$181K +813 New
CMP
1944
Courage Miller Partners
Virginia
$207K +$181K +814 New
WAM
1945
WNY Asset Management
New York
$207K +$181K +816 New
PGA
1946
Portland Global Advisors
Maine
$206K +$179K +807 New
SIC
1947
Shoker Investment Counsel
Ohio
$206K +$180K +808 New
WWM
1948
Windsor Wealth Management
Indiana
$206K +$180K +809 New
HA
1949
Hamel Associates
New Jersey
$205K +$179K +805 New
OC
1950
Oarsman Capital
Wisconsin
$205K +$179K +806 New
76 77
78
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