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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1951
Fragasso Financial Advisors
Pennsylvania
$297K +$19.4K +150 +7%
OC
1952
Oarsman Capital
Wisconsin
$297K -$24.4K -189 -8%
LIG
1953
Lokken Investment Group
Delaware
$296K -$19.1K -148 -6%
FCA
1954
FinTrust Capital Advisors
South Carolina
$296K – – –
ORAM
1955
One River Asset Management
Connecticut
$295K -$259K -2,008 -48%
LMKC
1956
L.M. Kohn & Company
Ohio
$294K +$83K +643 +41%
SFP
1957
Sterling Financial Planning
New Jersey
$292K +$387 +3 +0.1%
TSS
1958
Two Sigma Securities
New York
$291K +$281K +2,178 New
TIA
1959
Tiemann Investment Advisors
California
$291K -$46.1K -357 -14%
HWM
1960
Hemington Wealth Management
Virginia
$291K -$36.5K -283 -11%
TFA
1961
Transamerica Financial Advisors
Florida
$290K +$279K +2,160 +216,000%
BWP
1962
Balboa Wealth Partners
Arizona
$290K +$49K +380 +21%
RWM
1963
Revisor Wealth Management
Ohio
$290K +$6.84K +53 +3%
FMN
1964
Financial Management Network
California
$290K -$16.9K -131 -6%
BCB
1965
Brian C. Broderick
$289K – – –
CCA
1966
Catalyst Capital Advisors
New York
$289K – – –
EIP
1967
Ellis Investment Partners
Pennsylvania
$289K +$3.35K +26 +1%
FM
1968
Family Management
New York
$288K – – –
PIM
1969
Progressive Investment Management
Oregon
$288K – – –
OCBCO
1970
Oversea-Chinese Banking Corp (OCBC)
Singapore
$287K -$31K -240 -10%
PWA
1971
Phoenix Wealth Advisors
North Carolina
$287K – – –
HA
1972
HFG Advisors
Ohio
$287K +$277K +2,145 New
DMKJ
1973
David M. Knott Jr
$287K – – –
I2I
1974
Insight 2811 Inc
Illinois
$286K +$645 +5 +0.2%
MIS
1975
Morningstar Investment Services
Illinois
$285K +$275K +2,134 New
77 78
79
80 81