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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1826
Horan Capital Management
Maryland
$523K – – –
BFA
1827
Beaumont Financial Advisors
Massachusetts
$523K +$4.66K +41 +0.9%
IWS
1828
Insight Wealth Strategies
California
$522K +$541K +4,762 New
OCM
1829
Orleans Capital Management
Louisiana
$520K +$540K +4,745 New
PAS
1830
Partnervest Advisory Services
California
$519K -$33.5K -295 -6%
BFC
1831
Blue Fin Capital
Rhode Island
$519K -$28.9K -254 -5%
F
1832
Filament
Washington
$519K -$27.9K -245 -5%
TIA
1833
Tiemann Investment Advisors
California
$518K – – –
LW
1834
Linscomb Wealth
Texas
$518K +$18.3K +161 +4%
SSA
1835
South Street Advisors
New York
$516K – – –
CP
1836
Camelot Portfolios
Ohio
$514K +$148K +1,305 +39%
W
1837
Wealthquest
Ohio
$514K +$534K +4,694 New
CYG
1838
Clean Yield Group
Vermont
$513K – – –
CCM
1839
Cribstone Capital Management
Maine
$509K -$60.8K -535 -10%
PAM
1840
Peninsula Asset Management
Florida
$509K – – –
CPC
1841
Cookson Peirce & Co
Pennsylvania
$509K +$207K +1,820 +65%
BWA
1842
Burt Wealth Advisors
Maryland
$505K +$37K +325 +8%
LB
1843
Legacy Bridge
Iowa
$503K +$522K +4,587 New
CMI
1844
Clare Market Investments
Texas
$500K +$518K +4,560 New
PCFFS
1845
Pacific Center for Financial Services
California
$499K -$9.66K -85 -2%
HH
1846
Hilltop Holdings
Texas
$496K +$31.9K +281 +7%
DDC
1847
DF Dent & Co
Maryland
$496K +$49.3K +434 +11%
ONST
1848
Old North State Trust
North Carolina
$492K -$8.19K -72 -2%
GRQ
1849
Gardner Russo & Quinn
Pennsylvania
$490K – – –
JF
1850
JSF Financial
California
$489K +$507K +4,459 New
72 73
74
75 76