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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2251
Investors Research Corp
Georgia
$671K – – –
DWM
2252
Defined Wealth Management
Oregon
$671K +$4.27K +13 +0.6%
SFI
2253
SPC Financial Inc
Maryland
$671K +$41.7K +127 +7%
CMANY
2254
Capital Management Associates (New York)
New York
$670K – – –
MKC
2255
M. Kraus & Co
Vermont
$670K +$985 +3 +0.1%
FA
2256
Financial Advisors
Massachusetts
$669K – – –
AA
2257
Apriem Advisors
California
$669K +$47.3K +144 +8%
BP
2258
Broadleaf Partners
Ohio
$668K -$45K -137 -6%
BFWA
2259
Benchmark Financial Wealth Advisors
Florida
$668K -$39.4K -120 -6%
CAM
2260
Claret Asset Management
Quebec, Canada
$668K +$19K +58 +3%
RWRC
2261
R.W. Roge & Company
New York
$667K – – –
SL
2262
Stevard LLC
Illinois
$667K +$10.5K +32 +2%
ACP
2263
Arcus Capital Partners
Georgia
$666K +$5.25K +16 +0.8%
AI
2264
AXS Investments
New York
$666K +$66.3K +202 +11%
CAS
2265
Cascadia Advisory Services
Oregon
$665K -$7.55K -23 -1%
HR
2266
Howe & Rusling
New York
$663K +$2.3K +7 +0.3%
TI
2267
Truepoint Inc
Ohio
$663K +$36.1K +110 +6%
FSC
2268
Full Sail Capital
Oklahoma
$661K – – –
GLLW
2269
Graves Light Lenhart Wealth
Virginia
$661K +$985 +3 +0.1%
PFBT
2270
Parkside Financial Bank & Trust
Missouri
$660K -$121K -370 -16%
MPW
2271
Monterey Private Wealth
California
$656K +$657 +2 +0.1%
OIA
2272
Optimum Investment Advisors
Illinois
$655K -$169K -515 -21%
ACA
2273
Affinity Capital Advisors
California
$648K -$328 -1 -0.1%
ACWM
2274
Adams Chetwood Wealth Management
North Carolina
$646K +$84.7K +258 +15%
CPA
2275
Clear Perspective Advisors
Illinois
$638K -$95.2K -290 -13%
89 90
91
92 93