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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1576
Prelude Capital Management
New York
$548K -$104K -554 -15%
SS
1577
Simplicity Solutions
Minnesota
$546K -$169K -902 -23%
FC
1578
Ferris Capital
Massachusetts
$546K -$106K -565 -16%
MAS
1579
Managed Account Services
Florida
$545K – – –
BB
1580
Bell Bank
North Dakota
$541K -$751 -4 -0.1%
BW
1581
Biegel & Waller
Maryland
$540K -$74.7K -398 -12%
LIA
1582
LBMC Investment Advisors
Tennessee
$540K +$23.8K +127 +4%
MIS
1583
Morningstar Investment Services
Illinois
$539K -$2.63K -14 -0.5%
WCM
1584
Windsor Capital Management
Arizona
$537K -$112K -595 -16%
CCA
1585
Cobblestone Capital Advisors
New York
$537K -$28.1K -150 -5%
HJA
1586
Hugh Johnson Advisors
New York
$534K +$1.31K +7 +0.2%
AOWM
1587
Alpha Omega Wealth Management
Virginia
$529K – – –
CWM
1588
Chesapeake Wealth Management
Virginia
$528K +$555K +2,959 New
TFF
1589
The Family Firm
Maryland
$527K +$11.4K +61 +2%
RGC
1590
Roberts, Glore & Co
Illinois
$525K – – –
EFSCE
1591
Enterprise Financial Services Corp (EFSC)
Missouri
$525K +$5.25K +28 +1%
KLI
1592
Kelman-Lazarov Inc
Tennessee
$524K -$37.5K -200 -6%
CWM
1593
Cornerstone Wealth Management
Missouri
$523K -$666K -3,552 -54%
EIG
1594
Ellenbecker Investment Group
Wisconsin
$523K -$751 -4 -0.1%
EF
1595
Empirical Finance
Pennsylvania
$522K +$510K +2,720 New
DG
1596
Delek Group
Israel
$521K -$150K -800 -22%
CIS
1597
Connors Investor Services
Pennsylvania
$521K – – –
PIA
1598
Pinion Investment Advisors
Kansas
$520K +$547K +2,916 New
BWM
1599
BerganKDV Wealth Management
Minnesota
$519K -$37.9K -202 -6%
ITIM
1600
Indiana Trust & Investment Management
Indiana
$515K +$104K +553 +24%
62 63
64
65 66