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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1951
InceptionR
California
$601K +$587K +9,688 New
OAM
1952
Occidental Asset Management
California
$601K +$545 +9 +0.1%
JWM
1953
Jeppson Wealth Management
California
$601K +$4.54K +75 +0.8%
SL
1954
Summitry LLC
California
$600K +$9.63K +159 +2%
OL
1955
Owen LaRue
Kentucky
$599K – – –
RW
1956
Regimen Wealth
Georgia
$599K +$563K +9,300 +170%
GAAM
1957
Guinness Atkinson Asset Management
California
$598K +$12.5K +207 +2%
DMKJ
1958
David M. Knott Jr
$595K – – –
PMA
1959
Prudent Man Advisors
Illinois
$594K -$10.7K -176 -2%
SIS
1960
Strategic Investment Solutions
Illinois
$593K – – –
VCAM
1961
Van Cleef Asset Management
Ohio
$593K – – –
ICP
1962
Interchange Capital Partners
Pennsylvania
$592K +$322K +5,319 +127%
RFA
1963
Register Financial Advisors
Georgia
$591K -$5.27K -87 -0.9%
DA
1964
Detalus Advisors
Missouri
$590K – – –
WHCI
1965
W.H. Cornerstone Investments
Massachusetts
$590K -$3.03K -50 -0.5%
FNA
1966
First National Advisers
Nebraska
$588K +$26.9K +444 +5%
ARMT
1967
Amica Retiree Medical Trust
Rhode Island
$586K +$109K +1,796 +23%
SWM
1968
Stockman Wealth Management
Montana
$586K +$4.36K +72 +0.8%
AWAG
1969
ARS Wealth Advisors Group
Florida
$585K +$91.7K +1,515 +19%
WF
1970
Warner Financial
Maryland
$583K +$570K +9,407 New
RIA
1971
Richwood Investment Advisors
Ohio
$582K +$9.02K +149 +2%
CAM
1972
Chesapeake Asset Management
New York
$582K +$568K +9,382 New
IFS
1973
Ifrah Financial Services
Arkansas
$580K -$5.87K -97 -1%
FBA
1974
Front Barnett Associates
Illinois
$580K – – –
AIP
1975
Almanack Investment Partners
Pennsylvania
$579K – – –
77 78
79
80 81