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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1926
KFA Private Wealth Group
Virginia
$540K +$5.22K +84 +0.9%
FRM
1927
Fox Run Management
Connecticut
$540K +$599K +9,637 New
JWM
1928
Jeppson Wealth Management
California
$538K -$1.49K -24 -0.2%
DMKJ
1929
David M. Knott Jr
$538K – – –
VCAM
1930
Van Cleef Asset Management
Ohio
$536K – – –
ZF
1931
Zhang Financial
Michigan
$536K +$24.5K +394 +4%
ACA
1932
Affinity Capital Advisors
California
$536K +$114K +1,838 +24%
GAAM
1933
Guinness Atkinson Asset Management
California
$536K +$595K +9,567 New
SWM
1934
Selective Wealth Management
Virginia
$535K -$277K -4,454 -32%
BA
1935
Ballast Advisors
Minnesota
$535K -$808 -13 -0.1%
RSWM
1936
Robertson Stephens Wealth Management
California
$534K -$86.3K -1,389 -13%
RIA
1937
Richwood Investment Advisors
Ohio
$534K -$9.32K -150 -2%
SN
1938
Sittner & Nelson
Oregon
$533K -$87K -1,400 -13%
IFS
1939
Ifrah Financial Services
Arkansas
$531K -$3.48K -56 -0.6%
LSA
1940
Lion Street Advisors
Texas
$529K -$99.7K -1,604 -15%
CCB
1941
Cutter & Co Brokerage
Missouri
$529K – – –
FZCM
1942
Flynn Zito Capital Management
New York
$528K -$7.33K -118 -1%
MFC
1943
Morris Financial Concepts
South Carolina
$528K +$1.3K +21 +0.2%
VCM
1944
Vivaldi Capital Management
Illinois
$528K +$14.5K +233 +2%
CFD
1945
Creative Financial Designs
Indiana
$527K -$28.8K -463 -5%
RRA
1946
Round Rock Advisors
Connecticut
$527K +$585K +9,406 New
GITFIT
1947
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$527K -$18.6K -300 -3%
LFA
1948
Laraway Financial Advisors
Minnesota
$526K +$622 +10 +0.1%
BA
1949
Birinyi Associates
Connecticut
$526K +$162K +2,601 +38%
KA
1950
KLCM Advisors
Wisconsin
$525K -$61.5K -990 -10%
76 77
78
79 80