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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1926
Kozak & Associates
Colorado
$291K +$878 +9 +0.3%
WA1
1927
Wimmer Associates 1
California
$290K -$9.76K -100 -3%
HCM
1928
Hengehold Capital Management
Ohio
$289K +$23K +236 +8%
LGA
1929
Lebenthal Global Advisors
New York
$289K +$110K +1,124 +56%
PFC
1930
Phocas Financial Corp
California
$288K – – –
CWS
1931
Cypress Wealth Services
California
$288K +$293 +3 +0.1%
GHAM
1932
Gilman Hill Asset Management
Connecticut
$288K +$107K +1,092 +54%
PCG
1933
Private Capital Group
Connecticut
$287K -$79K -809 -21%
OA
1934
Operose Advisors
Wisconsin
$287K – – –
WFAG
1935
Wescott Financial Advisory Group
Pennsylvania
$287K +$302K +3,098 New
AT
1936
Arvest Trust
Oklahoma
$286K -$3.81K -39 -1%
SSW
1937
Stone Summit Wealth
Florida
$285K -$15K -154 -5%
MCM
1938
Murphy Capital Management
New Jersey
$285K +$9.17K +94 +3%
CYG
1939
Clean Yield Group
Vermont
$284K -$48.7K -499 -14%
TSWM
1940
Tyler-Stone Wealth Management
Ohio
$284K -$8.39K -86 -3%
FPWM
1941
FSB Premier Wealth Management
Iowa
$284K -$1.27K -13 -0.4%
BPFA
1942
Barnes Pettey Financial Advisors
Mississippi
$284K – – –
QP
1943
Quilter Plc
United Kingdom
$284K – – –
KWM
1944
KerberRose Wealth Management
Wisconsin
$284K +$300K +3,070 New
C
1945
Covestor
United Kingdom
$283K -$7.42K -76 -2%
AIM
1946
Acropolis Investment Management
Missouri
$282K +$2.63K +27 +0.9%
CPA
1947
Cardiff Park Advisors
California
$282K +$9.66K +99 +3%
HS
1948
Horan Securities
United States
$281K -$61.2K -627 -18%
CCA
1949
Cobblestone Capital Advisors
New York
$281K -$2.05K -21 -0.7%
BW
1950
Bison Wealth
Georgia
$281K +$75.6K +775 +34%
76 77
78
79 80