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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1826
Saturna Capital
Washington
$430K – – –
CWP
1827
Capital Wealth Planning
Florida
$425K -$1.57M -10,742 -79%
HFS
1828
Haverford Financial Services
Pennsylvania
$419K -$2.48K -17 -0.6%
RA
1829
Rational Advisors
New York
$419K +$405K +2,775 New
MC
1830
Montag & Caldwell
Georgia
$417K – – –
AEPG
1831
American Economic Planning Group
New Jersey
$413K -$33.4K -229 -8%
IF
1832
IRON Financial
Illinois
$413K +$6.27K +43 +2%
TB
1833
Terril Brothers
Missouri
$410K +$7.44K +51 +2%
HS
1834
Huntington Steele
Pennsylvania
$408K -$16.8K -115 -4%
ESBC
1835
E.S. Barr & Co
Kentucky
$408K -$8.9K -61 -2%
PCM
1836
Prelude Capital Management
New York
$407K -$740K -5,075 -65%
GA
1837
Geller Advisors
New York
$407K +$146 +1 +0%
EA
1838
Evanston Advisors
Illinois
$407K +$729 +5 +0.2%
VAM
1839
Verity Asset Management
North Carolina
$407K +$20.3K +139 +5%
LGC
1840
Laurel Grove Capital
California
$406K – – –
IFB
1841
iAB Financial Bank
Indiana
$404K +$36.5K +250 +10%
APSP
1842
Asset Planning Services (Pennsylvania)
Pennsylvania
$403K – – –
GC
1843
Garde Capital
Washington
$402K -$23.2K -159 -6%
BJ
1844
Brouwer & Janachowski
California
$402K +$65.8K +451 +20%
SSIA
1845
Spero-Smith Investment Advisers
Ohio
$399K +$3.79K +26 +1%
FC
1846
Financial Consulate
Maryland
$398K -$8.17K -56 -2%
WA
1847
WealthTrust-Arizona
Arizona
$398K +$110K +755 +40%
WCM
1848
Windsor Capital Management
Arizona
$396K -$148K -1,016 -28%
AAM
1849
Auxier Asset Management
Oregon
$396K -$132K -908 -26%
LCP
1850
Legacy Capital Partners
Wisconsin
$395K – – –
72 73
74
75 76