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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
3376
Squire Investment Management Company
Utah
$244K +$41K +268 +19%
BHA
3377
Beech Hill Advisors
New York
$244K – – –
AFP
3378
Alpha Financial Partners
Kentucky
$244K +$257K +1,682 New
PIAS
3379
PCA Investment Advisory Services
Ohio
$243K +$21.3K +139 +9%
CP
3380
Capital Planning
Washington
$243K +$34K +222 +15%
LAM
3381
Lingohr Asset Management
Germany
$243K +$260K +1,700 New
BI
3382
Ballast Inc
Kentucky
$241K – – –
WA
3383
Wealthstream Advisors
New York
$241K +$10.7K +70 +4%
AA
3384
ABC Arbitrage
France
$240K +$254K +1,657 New
BA
3385
Bluesphere Advisors
Pennsylvania
$240K +$918 +6 +0.4%
SHWM
3386
Smith & Howard Wealth Management
Georgia
$239K – – –
FWSM
3387
First Wilshire Securities Management
California
$239K – – –
PFG
3388
Prospect Financial Group
Virginia
$239K +$252K +1,648 New
KWM
3389
Kiker Wealth Management
Georgia
$239K +$252K +1,647 New
ETS
3390
ESL Trust Services
New York
$238K +$245K +1,600 +3,478%
IWP
3391
IAG Wealth Partners
Wisconsin
$238K -$112K -731 -31%
WCM
3392
WealthBridge Capital Management
Ohio
$237K -$37.5K -245 -13%
AFAS
3393
Acorn Financial Advisory Services
Virginia
$237K +$765 +5 +0.3%
SF
3394
Safeguard Financial
Wisconsin
$237K -$167K -1,091 -40%
GWM
3395
GDS Wealth Management
Texas
$237K -$40.7K -266 -14%
DI
3396
Disciplined Investors
Texas
$236K +$233K +1,520 New
RBCM
3397
Raub Brock Capital Management
California
$236K +$1.07K +7 +0.4%
CFG
3398
Clayton Financial Group
Missouri
$236K – – –
NCM
3399
Northwest Capital Management
Oregon
$236K – – –
AIA
3400
Alternative Investment Advisors
Florida
$236K +$249K +1,627 New
134 135
136
137 138