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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1926
IAM Advisory
Pennsylvania
$508K +$473K +4,743 New
AAI
1927
American Assets Inc
California
$507K – – –
BEAM
1928
Baker Ellis Asset Management
Washington
$506K -$59.7K -599 -11%
HWM
1929
Hohimer Wealth Management
Washington
$506K -$44.4K -445 -8%
LSA
1930
L & S Advisors
California
$505K -$1.47M -14,735 -75%
PWM
1931
PBMares Wealth Management
Virginia
$505K -$33.8K -339 -6%
NED
1932
Nancy E. Dempze
$505K – – –
ACM
1933
Antonetti Capital Management
Florida
$505K +$496K +4,975 New
AIA
1934
Angeles Investment Advisors
California
$505K +$496K +4,977 New
NRI
1935
NFP Retirement Inc
California
$504K +$161K +1,619 +48%
HFAS
1936
Hummer Financial Advisory Services
Illinois
$504K – – –
SG
1937
Stonnington Group
California
$503K +$69.7K +699 +18%
MSCM
1938
McElhenny Sheffield Capital Management
Texas
$503K +$495K +4,961 New
BFM
1939
Boothbay Fund Management
New York
$502K +$493K +4,944 New
MPPLM
1940
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$501K +$10.2K +102 +2%
FNBOH
1941
First National Bank of Hutchinson
Kansas
$501K +$212K +2,121 +75%
DAM
1942
Derbend Asset Management
Georgia
$500K -$1.4K -14 -0.3%
DI
1943
DFPG Investments
Utah
$500K +$5.29K +53 +1%
OCG
1944
Opus Capital Group
Ohio
$499K -$125K -1,250 -20%
HFA
1945
HC Financial Advisors
California
$499K -$8.98K -90 -2%
KC
1946
Kingfisher Capital
North Carolina
$499K +$6.68K +67 +1%
HI
1947
Hendershot Investments
Virginia
$497K – – –
PPG
1948
Peak Planning Group
Colorado
$497K +$488K +4,894 New
AIC
1949
Argus Investors Counsel
New York
$496K +$488K +4,888 New
BA
1950
Ballast Advisors
Minnesota
$495K -$11.7K -117 -2%
76 77
78
79 80