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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1676
Donaldson Capital Management
Indiana
$351K +$46.4K +274 +17%
CCG
1677
Cypress Capital Group
Florida
$351K +$10.7K +63 +4%
OTL
1678
Oak Thistle LLC
New York
$350K +$315K +1,857 New
DFG
1679
Dupree Financial Group
Kentucky
$350K – – –
AFGAS
1680
Allegiance Financial Group Advisory Services
Virginia
$350K +$314K +1,856 New
FB
1681
Fulton Bank
Pennsylvania
$350K +$24.2K +143 +8%
TVAMP
1682
Tennessee Valley Asset Management Partners
Tennessee
$350K +$34.4K +203 +12%
SHGA
1683
Sand Hill Global Advisors
California
$349K -$53.9K -318 -15%
FC
1684
Financial Council
Maryland
$348K – – –
CGA
1685
Crescent Grove Advisors
Illinois
$348K – – –
TSMHT
1686
Thurston Springer Miller Herd & Titak
Indiana
$348K +$79K +466 +34%
FFA
1687
Fi3 Financial Advisors
Indiana
$347K +$18.8K +111 +6%
FOFP
1688
Fee-Only Financial Planning
South Carolina
$345K – – –
SSWG
1689
Seven Springs Wealth Group
Tennessee
$345K – – –
CP
1690
Camelot Portfolios
Ohio
$344K -$407K -2,400 -57%
RCM
1691
RB Capital Management
Nevada
$344K +$39.3K +232 +15%
LIA
1692
LS Investment Advisors
Michigan
$344K – – –
LRPA
1693
L. Roy Papp & Associates
Arizona
$343K – – –
SIMG
1694
Sonora Investment Management Group
Arizona
$342K -$38K -224 -11%
OWA
1695
One Wealth Advisors
California
$341K +$25.4K +150 +9%
FCA
1696
FinTrust Capital Advisors
South Carolina
$341K +$21K +124 +7%
VDI
1697
Vaughan David Investments
Illinois
$341K -$42.4K -250 -12%
LF
1698
LifeSteps Financial
California
$341K – – –
ACP
1699
Aviance Capital Partners
Florida
$340K -$678 -4 -0.2%
CWM
1700
Centurion Wealth Management
Virginia
$340K +$305K +1,802 New
66 67
68
69 70