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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2151
Keudell/Morrison Wealth Management
Oregon
$735K -$3.49K -25 -0.5%
HCM
2152
Horan Capital Management
Maryland
$735K – – –
CS
2153
Cannell & Spears
New York
$733K +$79.4K +569 +13%
MC
2154
Miramar Capital
Illinois
$728K -$17.4K -125 -2%
IA
2155
Independence Advisors
Pennsylvania
$724K -$36K -258 -5%
DIP
2156
DT Investment Partners
Pennsylvania
$723K +$698K +5,000 New
NJBEST
2157
New Jersey Better Educational Savings Trust
New Jersey
$716K -$258K -1,850 -27%
GSC
2158
G&S Capital
Colorado
$713K -$17.6K -126 -2%
BL
2159
BFSG LLC
California
$713K +$16.7K +120 +2%
TIA
2160
Tiemann Investment Advisors
California
$711K -$12.6K -90 -2%
WOC
2161
West Oak Capital
California
$708K -$11.2K -80 -2%
OC
2162
Oarsman Capital
Wisconsin
$705K – – –
AWA
2163
Arkadios Wealth Advisors
Georgia
$704K +$698K +4,998 New
CGA
2164
Crescent Grove Advisors
Illinois
$704K +$94.9K +680 +16%
NICM
2165
Neo Ivy Capital Management
New York
$702K +$677K +4,852 New
PCFFS
2166
Pacific Center for Financial Services
California
$700K -$14K -100 -2%
CC
2167
Cedar Capital
Illinois
$700K +$22.8K +163 +3%
SDAM
2168
Shulman DeMeo Asset Management
New York
$698K +$2.09K +15 +0.3%
TF
2169
TRH Financial
Iowa
$697K +$667K +4,782 New
W
2170
Wealthquest
Ohio
$696K -$11.4K -82 -2%
BWA
2171
Burt Wealth Advisors
Maryland
$696K -$10.5K -75 -2%
WA
2172
Wealth Architects
California
$696K +$72K +516 +12%
IF
2173
IRON Financial
Illinois
$692K +$101K +724 +18%
BHA
2174
Beech Hill Advisors
New York
$691K -$3.35K -24 -0.5%
CYG
2175
Clean Yield Group
Vermont
$690K – – –
85 86
87
88 89