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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2201
Alethea Capital Management
Washington
$311K +$52K +1,000 +20%
LAM
2202
Lingohr Asset Management
Germany
$311K +$312K +6,000 New
CS
2203
Capital Square
Tennessee
$308K +$69.2K +1,332 +29%
FFS
2204
Founders Financial Securities
Maryland
$307K -$113K -2,175 -27%
LFA
2205
Landmark Financial Advisors
Kentucky
$307K -$1.04K -20 -0.3%
OAM
2206
Oberweis Asset Management
Illinois
$307K +$52 +1 +0%
JSC
2207
Jackson Square Capital
California
$306K -$917K -17,632 -75%
PAS
2208
Professional Advisory Services
Florida
$306K – – –
SCG
2209
Sonata Capital Group
Washington
$304K -$85.8K -1,650 -22%
EWA
2210
ERTS Wealth Advisors
Michigan
$303K -$30.2K -580 -9%
ECM
2211
Ensemble Capital Management
California
$302K – – –
PHAM
2212
Palisades Hudson Asset Management
Florida
$302K – – –
VAS
2213
Valicenti Advisory Services
New York
$302K – – –
AWM
2214
Aprio Wealth Management
Georgia
$302K +$1.87K +36 +0.6%
MLFP
2215
MPS Loria Financial Planners
Illinois
$302K +$25.7K +495 +9%
SFS
2216
Summit Financial Strategies
Ohio
$300K -$20.8K -400 -6%
BDF
2217
Black Diamond Financial
Maryland
$300K – – –
BCP
2218
Berkeley Capital Partners
Georgia
$300K +$2.03K +39 +0.7%
RIA
2219
RPG Investment Advisory
California
$299K -$9.36K -180 -3%
VCM
2220
Vigilant Capital Management
Maine
$297K -$80.3K -1,544 -21%
FIA
2221
Foundations Investment Advisors
Arizona
$297K -$1.92K -37 -0.6%
IAP
2222
Indie Asset Partners
Indiana
$297K – – –
T
2223
TRUADVICE
Florida
$296K +$292K +5,620 New
EWG
2224
Executive Wealth Group
Washington
$295K +$780 +15 +0.3%
OMC
2225
Overbrook Management Corp
New York
$295K -$556K -10,700 -65%
87 88
89
90 91