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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1776
Smithbridge Asset Management
Pennsylvania
$236K – – –
ZF
1777
Zhang Financial
Michigan
$234K +$219K +1,740 New
GJCM
1778
Grand Jean Capital Management
California
$230K -$59.3K -471 -22%
CFA
1779
Capstone Financial Advisors
Illinois
$229K +$215K +1,705 New
LIA
1780
LBMC Investment Advisors
Tennessee
$225K +$211K +1,673 New
CAL
1781
Capital Advisors Ltd
Ohio
$225K +$211K +1,677 New
TBA
1782
Train Babcock Advisors
New York
$224K +$210K +1,670 New
RPGK
1783
Retirement Planning Group (Kansas)
Kansas
$217K -$179K -1,425 -47%
TIM
1784
Tortoise Investment Management
New York
$217K – – –
PC
1785
Pecaut & Co
Iowa
$216K +$202K +1,607 New
FMP
1786
Financial Management Professionals
Texas
$215K -$42.1K -334 -17%
HCA
1787
Horan Capital Advisors
Ohio
$214K +$200K +1,591 New
NOCM
1788
Night Owl Capital Management
Connecticut
$212K +$199K +1,580 New
RCM
1789
Reynolds Capital Management
Nevada
$210K +$197K +1,565 New
GAM
1790
Gould Asset Management
California
$208K +$195K +1,548 New
CG
1791
Corundum Group
Colorado
$207K +$194K +1,539 New
PFA
1792
Pure Financial Advisors
California
$207K +$194K +1,540 New
AEPG
1793
American Economic Planning Group
New Jersey
$205K +$192K +1,526 New
DMC
1794
Drexel Morgan & Co
Pennsylvania
$203K -$10.3K -82 -5%
OCM
1795
Osterweis Capital Management
California
$200K +$187K +1,488 New
CIS
1796
Capital International Sarl
California
$188K +$68.3K +542 +63%
FA
1797
Financial Advantage
Maryland
$187K – – –
TDC
1798
Thompson Davis & Co
Virginia
$183K +$172K +1,364 New
SHWM
1799
Smith & Howard Wealth Management
Georgia
$182K -$37.8K -300 -18%
CFN
1800
Cordasco Financial Network
Florida
$177K +$166K +1,319 New
70 71
72
73 74