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Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1601
Hamilton Point Investment Advisors
North Carolina
$239K – – –
HCA
1602
Horan Capital Advisors
Ohio
$238K -$672 -5 -0.3%
NCMW
1603
Northern Capital Management (Wisconsin)
Wisconsin
$236K +$241K +1,794 New
OCM
1604
One Capital Management
California
$235K +$2.28K +17 +1%
LA
1605
LVW Advisors
New York
$234K +$43.3K +322 +22%
NEPPG
1606
New England Professional Planning Group
Rhode Island
$233K – – –
VCM
1607
Versant Capital Management
Arizona
$233K +$238K +1,772 New
RHFI
1608
Reilly Herbert Faulkner III
$232K -$96.3K -717 -29%
HJA
1609
Hugh Johnson Advisors
New York
$231K -$8.46K -63 -3%
IWA
1610
Intercontinental Wealth Advisors
Texas
$231K +$236K +1,756 New
KL
1611
Kinsight LLC
Alabama
$230K – – –
NCM
1612
Nelson Capital Management
California
$230K – – –
RL
1613
Ruffer LLP
United Kingdom
$230K – – –
CPIG
1614
Chicago Partners Investment Group
Illinois
$228K +$12.4K +92 +6%
ACM
1615
Armbruster Capital Management
New York
$226K +$230K +1,715 New
AIS
1616
Accurate Investment Solutions
Pennsylvania
$225K +$230K +1,710 New
AIM
1617
Advantage Investment Management
Iowa
$224K -$216K -1,606 -49%
UFA
1618
US Financial Advisors
Massachusetts
$224K +$33.7K +251 +17%
BA
1619
Bristlecone Advisors
Washington
$224K +$229K +1,705 New
SHWM
1620
Smith & Howard Wealth Management
Georgia
$223K – – –
DA
1621
Dillon & Associates
Michigan
$221K -$225K -1,673 -50%
JRP
1622
Jasper Ridge Partners
California
$220K – – –
NPPM
1623
North Point Portfolio Managers
Ohio
$220K – – –
SAM
1624
Selway Asset Management
$220K – – –
PFG
1625
Piershale Financial Group
Illinois
$220K +$84.4K +628 +60%
63 64
65
66 67