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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1801
Golden Green
South Carolina
$647K +$19.3K +53 +3%
CIC
1802
Crawford Investment Counsel
Georgia
$645K -$191K -526 -22%
OFA
1803
Oak Family Advisors
Illinois
$644K -$727 -2 -0.1%
VBCG
1804
Valley Brook Capital Group
Pennsylvania
$644K – – –
OCM
1805
One Capital Management
California
$644K +$171K +470 +34%
SFA
1806
Sequoia Financial Advisors
Ohio
$641K -$1.39M -3,818 -67%
CPA
1807
Capital Planning Advisors
California
$640K – – –
CAM
1808
CenterStar Asset Management
Illinois
$640K – – –
SWA
1809
Stratos Wealth Advisors
Ohio
$640K +$91.3K +251 +16%
BCA
1810
Bay Colony Advisors
Massachusetts
$636K – – –
BS
1811
Boenning & Scattergood
Pennsylvania
$636K +$58.2K +160 +10%
CA
1812
CGN Advisors
Kansas
$635K +$74.5K +205 +13%
RHAM
1813
Round Hill Asset Management
California
$633K – – –
RCIM
1814
Red Cedar Investment Management
Michigan
$631K -$1.3M -3,580 -66%
TAM
1815
Taurus Asset Management
New York
$631K -$17.5K -48 -3%
PPP
1816
Private Portfolio Partners
New Jersey
$629K +$18.5K +51 +3%
LSA
1817
L & S Advisors
California
$629K -$22.2K -61 -3%
WKWM
1818
Walter & Keenan Wealth Management
Indiana
$628K +$28.4K +78 +5%
FH
1819
FWG Holdings
Florida
$626K +$57.5K +158 +10%
OPA
1820
Old Port Advisors
Maine
$625K -$15.3K -42 -2%
TC
1821
TwinBeech Capital
New York
$625K +$653K +1,797 New
TCM
1822
Tanaka Capital Management
New York
$623K -$1.82K -5 -0.3%
CA
1823
Calton & Associates
Florida
$621K -$154K -424 -19%
PMFA
1824
Plante Moran Financial Advisors
Michigan
$621K +$12.4K +34 +2%
TIS
1825
Tortoise Index Solutions
Kansas
$615K +$30.5K +84 +5%
71 72
73
74 75