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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
2151
Element Pointe Advisors
Florida
$402K – – –
GWM
2152
GSB Wealth Management
Connecticut
$402K – – –
GA
2153
Gateway Advisory
New Jersey
$401K – – –
HHGA
2154
Halbert Hargrove Global Advisors
California
$400K -$35.6K -302 -8%
IGGA
2155
Iron Gate Global Advisors
Utah
$400K -$18.5K -157 -5%
CA
2156
Cornerstone Advisory
Maryland
$399K -$20.7K -176 -5%
HCA
2157
Horan Capital Advisors
Ohio
$399K – – –
WFM
2158
Wolff Financial Management
Michigan
$398K +$18.3K +155 +5%
WBG
2159
Wharton Business Group
Pennsylvania
$397K -$700K -5,940 -64%
GM
2160
GeoWealth Management
Illinois
$397K -$198K -1,683 -34%
AP
2161
Adero Partners
California
$396K +$387K +3,283 New
ACM
2162
Armbruster Capital Management
New York
$395K – – –
FNBOH
2163
First National Bank of Hutchinson
Kansas
$395K +$96.7K +821 +33%
HJGA
2164
Hardman Johnston Global Advisors
Connecticut
$394K – – –
SDH
2165
Sloy Dahl & Holst
Washington
$394K +$386K +3,273 New
SC
2166
Steph & Co
Wisconsin
$394K +$386K +3,273 New
GC
2167
Gibson Capital
Pennsylvania
$393K – – –
FDS
2168
First Dallas Securities
Texas
$392K – – –
F
2169
F3Logic
Minnesota
$391K +$1.65K +14 +0.4%
TIM
2170
Tortoise Investment Management
New York
$390K +$50.9K +432 +15%
NG
2171
Northstar Group
New York
$389K +$1.53K +13 +0.4%
CW
2172
CreativeOne Wealth
Kansas
$386K +$72.8K +618 +24%
TH
2173
Timber Hill
Connecticut
$386K +$378K +3,207 New
GWS
2174
Glassman Wealth Services
Virginia
$384K -$2.36K -20 -0.6%
CG
2175
Cynosure Group
Utah
$384K – – –
85 86
87
88 89