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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
2076
Van Strum & Towne
California
$228K – – –
DI
2077
Disciplined Investments
Oklahoma
$228K +$222K +4,125 New
CCP
2078
Cardan Capital Partners
Colorado
$227K – – –
OFW
2079
Omnia Family Wealth
Florida
$226K – – –
NQWM
2080
Northwest Quadrant Wealth Management
Oregon
$226K +$968 +18 +0.4%
SFPM
2081
Sensible Financial Planning & Management
Massachusetts
$225K +$219K +4,072 New
GHAM
2082
Gilman Hill Asset Management
Connecticut
$224K -$55.9K -1,040 -20%
AWM
2083
Argent Wealth Management
Massachusetts
$224K +$218K +4,056 New
AIP
2084
Ahrens Investment Partners
Louisiana
$223K +$753 +14 +0.3%
OSNBOA
2085
Old Second National Bank of Aurora
Illinois
$223K +$13.5K +251 +7%
FSG
2086
Financial Strategies Group
Michigan
$223K +$216K +4,020 New
CIA
2087
Cascade Investment Advisors
Oregon
$222K -$76.2K -1,417 -26%
NCM
2088
New Capital Management
Texas
$222K -$8.76K -163 -4%
BCM
2089
BTC Capital Management
Iowa
$222K – – –
FCA
2090
FLC Capital Advisors
California
$222K – – –
WPC
2091
White Pine Capital
Minnesota
$222K – – –
BFG
2092
Barber Financial Group
Kansas
$222K +$538 +10 +0.2%
CCA
2093
Column Capital Advisors
Indiana
$222K +$216K +4,013 New
OBWP
2094
O'Brien Wealth Partners
Massachusetts
$221K -$69.4K -1,290 -24%
HI
2095
Human Investing
Oregon
$221K -$1.02K -19 -0.5%
SRC
2096
Sage Rhino Capital
California
$221K +$3.55K +66 +2%
FFIC
2097
First Fiduciary Investment Counsel
Ohio
$221K +$215K +4,000 New
FSA
2098
Fort Sheridan Advisors
Illinois
$220K – – –
MWM
2099
MinichMacGregor Wealth Management
New York
$220K +$269 +5 +0.1%
WCMN
2100
Westchester Capital Management (Nebraska)
Nebraska
$220K +$108K +2,000 +102%
82 83
84
85 86