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Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
2051
Atlas Private Wealth Advisors
New Jersey
$191K +$21.5K +157 +13%
BDWM
2052
Brewin Dolphin Wealth Management
Ireland
$186K -$10.8K -79 -6%
COCM
2053
Charter Oak Capital Management
New Hampshire
$180K +$137 +1 +0.1%
CBT
2054
Central Bank & Trust
Kentucky
$177K – – –
TI
2055
Truehand Inc
New Hampshire
$176K – – –
HS
2056
Horan Securities
United States
$176K +$410 +3 +0.2%
PFA
2057
Professional Financial Advisors
Nebraska
$171K +$24.6K +180 +17%
NFSG
2058
Newbridge Financial Services Group
Florida
$169K -$13.9K -102 -8%
CIA
2059
Cascade Investment Advisors
Oregon
$169K – – –
POIA
2060
Pin Oak Investment Advisors
Texas
$168K – – –
SSC
2061
Syverson Strege & Co
Iowa
$168K +$1.5K +11 +0.9%
IFAM
2062
Institutional & Family Asset Management
Colorado
$163K +$684 +5 +0.4%
EWM
2063
Elmwood Wealth Management
California
$160K +$13.7K +100 +10%
PK
2064
Pflug Koory
Nebraska
$157K -$12.7K -93 -8%
PWP
2065
Personal Wealth Partners
Minnesota
$156K +$152K +1,113 New
IP
2066
Isthmus Partners
Wisconsin
$150K +$146K +1,069 New
Q
2067
QVR
California
$148K +$145K +1,060 New
HFA
2068
HC Financial Advisors
California
$147K – – –
VC
2069
Vestor Capital
Illinois
$147K – – –
FGAM
2070
Financial Gravity Asset Management
Texas
$147K +$273 +2 New
SFA
2071
Semmax Financial Advisors
North Carolina
$146K +$4.38K +32 +3%
RDFA
2072
Ritter Daniher Financial Advisory
Ohio
$144K – – –
FFA
2073
Freedman Financial Associates
Massachusetts
$143K +$3.97K +29 +3%
SN
2074
Sittner & Nelson
Oregon
$142K -$37.2K -272 -21%
LFG
2075
Larson Financial Group
Missouri
$142K +$3.56K +26 +3%
81 82
83
84 85