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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2426
SSI Investment Management
California
$401K -$3.54K -71 -0.9%
BP
2427
Broadleaf Partners
Ohio
$400K -$4.04K -81 -1%
RFN
2428
RDA Financial Network
Iowa
$400K +$31.4K +629 +9%
FWSM
2429
First Wilshire Securities Management
California
$397K – – –
RPCONE
2430
Retirement Planning Company of New England
Rhode Island
$397K -$32.5K -652 -8%
SVCP
2431
Silicon Valley Capital Partners
California
$397K +$2.99K +60 +0.8%
DI
2432
DAGCO Inc
Ohio
$396K +$245K +4,902 +161%
CAL
2433
Capital Advisors Ltd
Ohio
$396K -$159K -3,185 -29%
HTHT
2434
Hemenway Trust Hemenway Trust
New Hampshire
$396K -$22.4K -448 -5%
ITIM
2435
Indiana Trust & Investment Management
Indiana
$395K +$17.4K +348 +5%
PWM
2436
PBMares Wealth Management
Virginia
$394K -$28K -562 -7%
D
2437
Diversified
Delaware
$394K -$42.9K -860 -10%
HCA
2438
Horan Capital Advisors
Ohio
$394K – – –
RFA
2439
Resurgent Financial Advisors
Georgia
$392K -$1.17M -23,442 -75%
BWM
2440
Baron Wealth Management
Michigan
$392K +$8.93K +179 +2%
FA
2441
Fiducient Advisors
Illinois
$391K +$75.8K +1,519 +24%
PMSA
2442
Patrick M. Sweeney & Associates
Illinois
$391K – – –
RIM
2443
Reliant Investment Management
Tennessee
$391K -$9.08K -182 -2%
DFA
2444
Delta Financial Advisors
Louisiana
$390K -$20.4K -409 -5%
CWA
2445
Canvas Wealth Advisors
Kansas
$389K +$1.4K +28 +0.3%
ACM
2446
Armbruster Capital Management
New York
$388K -$5.24K -105 -1%
AWA
2447
Alta Wealth Advisors
Massachusetts
$388K -$2.99K -60 -0.8%
WCM
2448
Wedge Capital Management
North Carolina
$387K +$5.34K +107 +1%
CCB
2449
Cutter & Co Brokerage
Missouri
$387K +$249 +5 +0.1%
OWP
2450
Obermeyer Wealth Partners
Colorado
$386K -$60.2K -1,207 -13%
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98
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