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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2076
Ashford Capital Management
Delaware
$357K – – –
DC
2077
DeDora Capital
California
$357K +$15.9K +134 +5%
LFA
2078
Landmark Financial Advisors
Kentucky
$356K – – –
VNA
2079
Valley National Advisers
Pennsylvania
$356K +$27.8K +235 +9%
PHAM
2080
Palisades Hudson Asset Management
Florida
$355K -$81.6K -690 -19%
GWS
2081
Glassman Wealth Services
Virginia
$355K +$26.4K +223 +8%
LC
2082
Lindbrook Capital
California
$354K – – –
SCA
2083
Stillwater Capital Advisors
Pennsylvania
$354K +$12.9K +109 +4%
AIM
2084
Arcadia Investment Management
Michigan
$353K – – –
SFG
2085
Sather Financial Group
Texas
$351K -$88.6K -749 -21%
NWM
2086
Northwest Wealth Management
Iowa
$350K -$828 -7 -0.2%
BJ
2087
Brouwer & Janachowski
California
$350K +$39.9K +337 +13%
SIMM
2088
Stillwater Investment Management (Minnesota)
Minnesota
$349K +$3.19K +27 +1%
AWM
2089
Aevitas Wealth Management
Massachusetts
$349K +$14K +118 +4%
FFC
2090
First Financial Corp
Indiana
$348K -$3.55K -30 -1%
FAG
2091
Financial Advisory Group
Texas
$348K +$828 +7 +0.2%
SNB
2092
Security National Bank
Nebraska
$347K +$87K +735 +35%
PO
2093
Private Ocean
California
$347K +$125K +1,053 +60%
ACP
2094
Aviance Capital Partners
Florida
$346K -$28.4K -240 -8%
WCWM
2095
Wooster Corthell Wealth Management
Connecticut
$345K -$21.2K -179 -6%
LIA
2096
LSP Investment Advisors
New York
$342K – – –
NPPM
2097
North Point Portfolio Managers
Ohio
$342K – – –
SCM
2098
Smith Capital Management
Arkansas
$342K +$44.2K +374 +16%
AAS
2099
Annex Advisory Services
Wisconsin
$342K +$75.5K +638 +30%
MPPLM
2100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$340K +$19K +161 +6%
82 83
84
85 86