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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2076
Coho Partners
Pennsylvania
$395K – – –
MCIA
2077
Mountain Capital Investment Advisors
Colorado
$394K +$98.6K +449 +30%
NCM
2078
Northside Capital Management
Oregon
$393K -$22K -100 -5%
FA
2079
Financial Advisors
Massachusetts
$393K -$3.29K -15 -0.7%
AWM
2080
Absher Wealth Management
North Carolina
$393K – – –
HHGA
2081
Halbert Hargrove Global Advisors
California
$393K +$20K +91 +5%
VFPI
2082
Vantage Financial Partners (Illinois)
Illinois
$392K +$65.9K +300 +17%
C
2083
Certuity
Florida
$391K -$118K -537 -21%
MCG
2084
MACRO Consulting Group
New Jersey
$391K +$90.2K +411 +32%
EDRIA
2085
Edmonds Duncan Registered Investment Advisors
Kansas
$390K -$16.5K -75 -3%
FDS
2086
Freedom Day Solutions
Texas
$389K +$239K +1,088 +109%
WCG
2087
Weaver Consulting Group
California
$388K -$81.7K -372 -15%
CFSG
2088
Community Financial Services Group
Vermont
$388K -$18.7K -85 -4%
PFA
2089
Pathway Financial Advisors
Vermont
$388K – – –
AA
2090
Advisory Alpha
Michigan
$386K +$89.3K +407 +27%
ANB
2091
Amarillo National Bank
Texas
$384K – – –
PP
2092
PDS Planning
Ohio
$382K +$1.54K +7 +0.3%
PCM
2093
Poehling Capital Management
Wisconsin
$382K +$191K +870 +74%
OSAM
2094
O'Shaughnessy Asset Management
Connecticut
$381K -$585K -2,665 -57%
GAM
2095
Gemmer Asset Management
California
$380K +$26.6K +121 +6%
GCA
2096
Gradient Capital Advisors
California
$379K -$106K -484 -19%
SL
2097
Summitry LLC
California
$378K +$220K +1,000 +98%
PG
2098
Prostatis Group
Maryland
$377K +$37.3K +170 +9%
FA
2099
FCG Advisors
New Jersey
$374K +$77.7K +354 +21%
SAM
2100
Summit Asset Management
Tennessee
$374K +$84.1K +383 +24%
82 83
84
85 86