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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Planning Alternatives
Michigan
$475K – – –
AG
752
Ascent Group
Virginia
$475K +$7.57K +541 +2%
VHAM
753
Van Hulzen Asset Management
California
$475K +$31.5K +2,250 +6%
CCB
754
Cutter & Co Brokerage
Missouri
$474K +$8.59K +614 +1%
CCA
755
Checchi Capital Advisers
California
$473K +$10.4K +743 +2%
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$471K +$588K +42,030 New
PMFA
757
Plante Moran Financial Advisors
Michigan
$470K +$994 +71 +0.2%
SIC
758
Sigma Investment Counselors
Michigan
$468K +$266 +19 +0%
DPIM
759
Duff & Phelps Investment Management
Illinois
$466K – – –
TWP
760
Tempus Wealth Planning
California
$466K +$85K +6,072 +17%
FWM
761
Finer Wealth Management
Massachusetts
$463K – – –
1W
762
1776 Wealth
Georgia
$463K +$420 +30 +0.1%
ACI
763
Alpha Cubed Investments
California
$461K +$159K +11,396 +38%
SC
764
Searle & Co
Connecticut
$459K – – –
OFG
765
Oxford Financial Group
Indiana
$459K +$40.8K +2,917 +8%
FRM
766
Fox Run Management
Connecticut
$459K +$366K +26,122 +176%
B
767
Bensler
Washington
$458K +$5.82K +416 +1%
MSAM
768
Moloney Securities Asset Management
Missouri
$456K +$31.1K +2,219 +6%
EWS
769
Evergreen Wealth Solutions
Pennsylvania
$455K +$73.6K +5,262 +15%
CA
770
Cullinan Associates
Kentucky
$454K – – –
BCP
771
Berkeley Capital Partners
Georgia
$454K +$64.8K +4,631 +13%
RWA
772
Redmont Wealth Advisors
Illinois
$453K +$60.2K +4,303 +12%
QCM
773
Quantinno Capital Management
New York
$453K +$194K +13,850 +52%
WEG
774
World Equity Group
Illinois
$447K -$18.3K -1,307 -3%
SDIC
775
South Dakota Investment Council
South Dakota
$445K – – –
29 30
31
32 33