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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2101
Aufman Associates
Pennsylvania
$564K -$23.4K -392 -4%
PPP
2102
Private Portfolio Partners
New Jersey
$561K -$12.5K -210 -2%
TI
2103
Truepoint Inc
Ohio
$561K -$297K -4,976 -36%
GIP
2104
Granite Investment Partners
California
$561K – – –
HGWM
2105
Horst & Graben Wealth Management
Oregon
$560K +$536 +9 +0.1%
SIM
2106
Sadoff Investment Management
Wisconsin
$559K -$11.9K -200 -2%
TCMP
2107
Thrive Capital Management (Pennsylvania)
Pennsylvania
$558K +$106K +1,785 +26%
CAN
2108
Claraphi Advisory Network
United States
$557K -$1.41M -23,688 -73%
FFA
2109
Fragasso Financial Advisors
Pennsylvania
$557K +$14.4K +241 +3%
JGIA
2110
Jackson Grant Investment Advisers
Connecticut
$556K +$775 +13 +0.1%
LG
2111
Leuthold Group
Minnesota
$555K -$13K -218 -2%
GAM
2112
Garrison Asset Management
Arkansas
$555K +$89.7K +1,505 +21%
AAS
2113
Annex Advisory Services
Wisconsin
$554K -$43K -721 -8%
HIM
2114
Hotaling Investment Management
Pennsylvania
$554K +$6.79K +114 +1%
RIA
2115
RPG Investment Advisory
California
$552K -$1.37K -23 -0.3%
EDRIA
2116
Edmonds Duncan Registered Investment Advisors
Kansas
$551K – – –
CCM
2117
Canal Capital Management
Virginia
$551K +$6.62K +111 +1%
BDWM
2118
Brewin Dolphin Wealth Management
Ireland
$550K -$69.6K -1,168 -12%
AFA
2119
American Financial Advisors
Georgia
$549K -$27.2K -457 -5%
WMP
2120
Wealth Management Partners
Arizona
$549K +$23.5K +395 +5%
AI
2121
Aperture Investors
New York
$549K +$512K +8,584 New
WI
2122
WrapManager Inc
California
$548K -$131K -2,205 -20%
AP
2123
Adero Partners
California
$547K -$75.2K -1,262 -13%
MAA
2124
Mraz Amerine & Associates
California
$546K -$41.5K -697 -8%
HIS
2125
Harvest Investment Services
Illinois
$546K +$509K +8,537 New
83 84
85
86 87