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Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
2676
LaSalle St. Investment Advisors
Illinois
$520K -$39K -277 -7%
CRIG
2677
Charter Research & Investment Group
Connecticut
$520K – – –
T
2678
Transce3nd
Texas
$519K +$57.1K +405 +13%
EPW
2679
Endeavor Private Wealth
Kansas
$519K -$50.5K -358 -9%
LWM
2680
Lakeridge Wealth Management
Ohio
$519K -$27.2K -193 -5%
EWM
2681
Elite Wealth Management
Washington
$519K -$16.2K -115 -3%
GAAM
2682
Guinness Atkinson Asset Management
California
$519K – – –
BWA
2683
Blodgett Wealth Advisors
California
$518K – – –
EFG
2684
Ethos Financial Group
Pennsylvania
$517K -$282K -2,001 -36%
APG
2685
Abacus Planning Group
South Carolina
$517K -$16.6K -118 -3%
VDBMI
2686
Van Den Berg Management I
Texas
$515K -$2.54K -18 -0.5%
KFA
2687
Kapstone Financial Advisors
Ohio
$513K -$21.1K -150 -4%
SFS
2688
Sharp Financial Services
Pennsylvania
$513K -$90.2K -640 -15%
VW
2689
Vance Wealth
California
$513K +$27.3K +194 +6%
JE
2690
JMAC Enterprises
Pennsylvania
$512K – – –
HWA
2691
HHM Wealth Advisors
Tennessee
$511K +$7.33K +52 +1%
HVP
2692
Hudson Value Partners
Florida
$510K -$131K -928 -21%
SDIC
2693
South Dakota Investment Council
South Dakota
$510K – – –
S
2694
Sachetta
Massachusetts
$510K -$4.09K -29 -0.8%
RHJA
2695
Rice Hall James & Associates
California
$509K +$12.7K +90 +3%
FGC
2696
Financial Gravity Companies
Texas
$509K +$501K +3,553 New
CPCM
2697
Cardinal Point Capital Management
Ontario, Canada
$508K +$500K +3,550 New
BA
2698
Birinyi Associates
Connecticut
$508K – – –
ONST
2699
Old North State Trust
North Carolina
$508K +$126K +897 +34%
CNTOF
2700
Canandaigua National Trust of Florida
New York
$508K +$72.6K +515 +17%
106 107
108
109 110