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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1651
Landmark Financial Advisors
Kentucky
$228K +$237K +1,491 New
CAI
1652
Capital Advisors Inc
Oklahoma
$226K – – –
1IA
1653
1834 Investment Advisors
Wisconsin
$226K -$2M -12,577 -89%
F
1654
FutureAdvisor
California
$226K +$235K +1,475 New
CPS
1655
Counsel Portfolio Services
Ontario, Canada
$225K – – –
HC
1656
Hourglass Capital
Texas
$225K – – –
NEPWA
1657
New England Private Wealth Advisors
Massachusetts
$225K +$231K +1,453 New
SIM
1658
SSI Investment Management
California
$222K -$795 -5 -0.3%
APU
1659
Alpine Partners USVI
U.S. Virgin Islands
$222K +$230K +1,445 New
HHGA
1660
Halbert Hargrove Global Advisors
California
$219K -$18.9K -119 -8%
RWM
1661
Rench Wealth Management
Texas
$219K +$1.75K +11 +0.8%
OCM
1662
One Capital Management
California
$217K -$16.7K -105 -7%
TCM
1663
TD Capital Management
Tennessee
$216K – – –
CRC
1664
Curi RMB Capital
Illinois
$214K -$32.6K -205 -13%
GGI
1665
Godsey & Gibb Inc
Virginia
$213K -$32.8K -206 -13%
AWA
1666
ARS Wealth Advisors
Florida
$212K -$33.3K -209 -13%
AWM
1667
Affinity Wealth Management
Delaware
$211K +$219K +1,377 New
WPP
1668
Whalerock Point Partners
Rhode Island
$210K -$253K -1,590 -54%
CAW
1669
Cornerstone Advisors (Washington)
Washington
$210K +$135K +846 +163%
ST
1670
Sabal Trust
Florida
$206K -$312K -1,961 -59%
WIS
1671
Wright Investors Service
Connecticut
$202K +$210K +1,318 New
LSC
1672
Lesa Sroufe & Co
Washington
$201K – – –
MAM
1673
Marquette Asset Management
Minnesota
$201K – – –
MCM
1674
McMillion Capital Management
North Carolina
$201K – – –
LC
1675
Lincoln Capital
Nebraska
$201K +$208K +1,308 New
65 66
67
68 69