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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2601
Garde Capital
Washington
$527K – – –
WC
2602
Weil Company
California
$527K -$41.4K -136 -8%
ACM
2603
Armbruster Capital Management
New York
$526K +$11.3K +37 +2%
MC
2604
Matisse Capital
Oregon
$526K +$507K +1,664 New
LAM
2605
LifePro Asset Management
California
$525K +$507K +1,663 New
NRC
2606
New Republic Capital
North Carolina
$525K +$506K +1,661 New
SIS
2607
Sound Income Strategies
Florida
$524K -$22.8K -75 -4%
DFG
2608
Demars Financial Group
Washington
$524K -$50.3K -165 -9%
CIS
2609
Connors Investor Services
Pennsylvania
$522K -$42.6K -140 -8%
OL
2610
Optas LLC
Texas
$521K +$5.79K +19 +1%
HS
2611
Horan Securities
United States
$520K +$61.2K +201 +14%
UCB
2612
United Community Bank
South Carolina
$519K +$25.9K +85 +5%
TI
2613
Truepoint Inc
Ohio
$519K -$221K -727 -31%
LAS
2614
Lloyd Advisory Services
Georgia
$517K +$6.4K +21 +1%
CCM
2615
Chilton Capital Management
Texas
$516K -$16.8K -55 -3%
LWM
2616
LJI Wealth Management
Indiana
$516K +$497K +1,633 New
RA
2617
Riverstone Advisors
Texas
$512K – – –
CPA
2618
Cardiff Park Advisors
California
$512K -$76.8K -252 -13%
EWA
2619
Encompass Wealth Advisors
Oregon
$512K +$12.2K +40 +3%
BMC
2620
Benin Management Corp
Connecticut
$511K +$80.7K +265 +20%
CCMI
2621
Creative Capital Management Investments
California
$511K +$493K +1,618 New
TFF
2622
The Family Firm
Maryland
$511K +$63.4K +208 +15%
DCM
2623
Difesa Capital Management
New York
$510K +$491K +1,613 New
PWA
2624
Primoris Wealth Advisors
Florida
$509K – – –
PMG
2625
Private Management Group
California
$509K +$48.1K +158 +11%
103 104
105
106 107