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Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
2176
Hummer Financial Advisory Services
Illinois
$463K – – –
AFG
2177
Allegheny Financial Group
Pennsylvania
$463K +$32.6K +657 +8%
CCM
2178
Carlson Capital Management
Minnesota
$463K +$40.6K +820 +10%
FAN
2179
Financial Advisors Network
California
$459K -$72.1K -1,454 -14%
APW
2180
Aurora Private Wealth
New Jersey
$459K -$70.6K -1,425 -13%
EBA
2181
Eagle Bay Advisors
New York
$458K +$4.41K +89 +1%
AAS
2182
Annex Advisory Services
Wisconsin
$458K +$11.1K +224 +2%
ICP
2183
Interchange Capital Partners
Pennsylvania
$457K +$38.3K +773 +9%
LFA
2184
Landmark Financial Advisors
Kentucky
$456K +$54K +1,089 +13%
RAM
2185
Roanoke Asset Management
New Jersey
$455K – – –
BFIC
2186
Bedell Frazier Investment Counselling
California
$454K +$24.8K +500 +6%
SSWM
2187
Sheets Smith Wealth Management
North Carolina
$454K +$32K +646 +8%
HGWM
2188
Horst & Graben Wealth Management
Oregon
$453K +$2.23K +45 +0.5%
AAM
2189
Autus Asset Management
Arizona
$451K -$154K -3,109 -25%
OL
2190
Optas LLC
Texas
$449K -$28.6K -578 -6%
HAS
2191
HBW Advisory Services
California
$449K -$3.02K -61 -0.7%
LWP
2192
Legacy Wealth Planning
Nevada
$448K -$54K -1,090 -11%
FHC
2193
First Heartland Consultants
Missouri
$447K +$16.6K +335 +4%
DA
2194
DSC Advisors
Illinois
$447K +$107K +2,156 +31%
CDIA
2195
Capital Directions Investment Advisors
Georgia
$446K -$64.8K -1,308 -13%
NIM
2196
Nexus Investment Management
Ontario, Canada
$446K – – –
SIM
2197
SSI Investment Management
California
$444K -$13.9K -281 -3%
MA
2198
MJP Associates
Connecticut
$443K +$101K +2,042 +30%
ZIG
2199
Zuckerman Investment Group
Illinois
$443K +$122K +2,463 +38%
FPCP
2200
Fort Point Capital Partners
California
$442K -$350K -7,060 -44%
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