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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Mascoma Wealth Management
New Hampshire
$543K -$1.17M -19,578 -70%
DWM
2127
Dorchester Wealth Management
Quebec, Canada
$543K -$71.8K -1,204 -12%
FPIS
2128
Financial Planning & Information Services
Wisconsin
$543K -$8.04K -135 -2%
PS
2129
Planned Solutions
California
$542K +$60.8K +1,020 +14%
ZB
2130
Zions Bancorporation
Utah
$539K +$19.5K +327 +4%
ARMC
2131
American Research & Management Company
Massachusetts
$538K -$31.5K -529 -6%
CCM
2132
Carlson Capital Management
Minnesota
$537K +$99.4K +1,668 +25%
HC
2133
Hendley & Co
Ohio
$536K -$173K -2,905 -26%
HPIA
2134
Hamilton Point Investment Advisors
North Carolina
$536K – – –
IWS
2135
Insight Wealth Strategies
California
$536K +$4.47K +75 +0.9%
SSWM
2136
Sheets Smith Wealth Management
North Carolina
$535K -$15.7K -264 -3%
KP
2137
Keel Point
Alabama
$535K +$60.4K +1,013 +14%
LC
2138
Landaas & Company
Wisconsin
$533K – – –
AF
2139
AtlasMark Financial
Texas
$533K – – –
IGGA
2140
Iron Gate Global Advisors
Utah
$532K -$48.6K -815 -9%
WCM
2141
Weik Capital Management
Pennsylvania
$531K -$56.6K -950 -10%
HCA
2142
Horan Capital Advisors
Ohio
$531K -$26.3K -441 -5%
IF
2143
Ironwood Financial
Arizona
$530K +$32.4K +543 +7%
SSWM
2144
Smith Salley Wealth Management
North Carolina
$529K +$231K +3,870 +88%
NPPM
2145
North Point Portfolio Managers
Ohio
$528K +$26.8K +450 +6%
APW
2146
Austin Private Wealth
Texas
$528K +$27.3K +458 +6%
BEAM
2147
Baker Ellis Asset Management
Washington
$524K -$40.7K -683 -8%
DDPIC
2148
Deroy & Devereaux Private Investment Counsel
Michigan
$523K -$14.9K -250 -3%
NERM
2149
New England Research & Management
Illinois
$522K -$643K -10,785 -57%
ME
2150
McIlrath & Eck
Washington
$521K -$7.75K -130 -2%
84 85
86
87 88