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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1951
Pinion Investment Advisors
Kansas
$1M -$109K -239 -10%
GWSG
1952
GPS Wealth Strategies Group
Colorado
$1M -$2.28K -5 -0.2%
RWPA
1953
Richard W. Paul & Associates
Michigan
$997K +$38.3K +84 +4%
RSA
1954
River Street Advisors
Illinois
$995K +$30.5K +67 +3%
MGWM
1955
Marks Group Wealth Management
Minnesota
$993K – – –
CCA
1956
Childress Capital Advisors
Texas
$993K -$24.6K -54 -2%
ARG
1957
Advisory Resource Group
Oklahoma
$991K +$81.1K +178 +9%
PIA
1958
Perennial Investment Advisors
California
$990K +$15K +33 +1%
LI
1959
LRI Investments
Florida
$990K +$936K +2,054 +1,087%
EAM
1960
Evanson Asset Management
California
$988K -$31.4K -69 -3%
WIS
1961
Wright Investors Service
Connecticut
$985K -$1.53M -3,366 -60%
SWM
1962
Scissortail Wealth Management
Oklahoma
$979K +$54.7K +120 +6%
SCP
1963
Stamos Capital Partners
California
$979K +$1.01M +2,220 New
OFS
1964
Orrstown Financial Services
Pennsylvania
$978K +$45.1K +99 +5%
AIA
1965
Alera Investment Advisors
Illinois
$978K +$524K +1,150 +108%
SFP
1966
Sandbox Financial Partners
Maryland
$977K +$10.9K +24 +1%
CPA
1967
Capital Planning Advisors
California
$974K -$77.9K -171 -7%
AIC
1968
Argus Investors Counsel
New York
$973K +$50.1K +110 +5%
FWTB
1969
First Western Trust Bank
Colorado
$973K – – –
LC
1970
LCNB Corp
Ohio
$968K -$143K -315 -13%
FRM
1971
Fox Run Management
Connecticut
$967K +$999K +2,192 New
SAM
1972
SP Asset Management
California
$966K -$129K -283 -11%
PFG
1973
PAX Financial Group
Texas
$965K +$95.7K +210 +11%
LIM
1974
Lagoda Investment Management
New York
$963K – – –
MA
1975
MJP Associates
Connecticut
$963K +$105K +230 +12%
77 78
79
80 81