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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2301
Lipe & Dalton
New York
$354K – – –
IA
2302
Insight Advisors
Pennsylvania
$354K -$27.8K -74 -8%
GWCM
2303
Godshalk Welsh Capital Management
Pennsylvania
$354K -$18.8K -50 -5%
CC
2304
Constitution Capital
Connecticut
$354K – – –
AO
2305
Advisor OS
Illinois
$350K +$334K +890 New
LSIA
2306
LaSalle St. Investment Advisors
Illinois
$350K -$10.5K -28 -3%
PCG
2307
Prosperity Consulting Group
Maryland
$350K -$15.4K -41 -4%
JIC
2308
Joel Isaacson & Co
New York
$349K – – –
HCA
2309
Horan Capital Advisors
Ohio
$348K +$6.38K +17 +2%
RFG
2310
Range Financial Group
Oregon
$346K -$56.3K -150 -15%
CWS
2311
Cypress Wealth Services
California
$342K +$71.3K +190 +29%
GAA
2312
Global Assets Advisory
Florida
$342K -$61.5K -164 -16%
IVP
2313
Intrinsic Value Partners
Arizona
$342K -$1.88K -5 -0.6%
WRPWM
2314
Werba Rubin Papier Wealth Management
California
$342K +$9.38K +25 +3%
PL
2315
Parthenon LLC
Kentucky
$341K – – –
RDWM
2316
Red Door Wealth Management
Tennessee
$341K +$325K +866 New
CA
2317
Calton & Associates
Florida
$340K +$58.2K +155 +22%
CFA
2318
Capstone Financial Advisors
Illinois
$340K -$3.38K -9 -1%
CWM
2319
Campbell Wealth Management
Virginia
$339K -$30K -80 -8%
BCAM
2320
Boston Common Asset Management
Massachusetts
$339K – – –
LWM
2321
Liberty Wealth Management
California
$339K -$26.6K -71 -8%
TPM
2322
Triasima Portfolio Management
Quebec, Canada
$338K +$244K +650 New
HCA
2323
Heck Capital Advisors
Wisconsin
$338K – – –
LA
2324
Lakeside Advisors
Washington
$338K – – –
SF
2325
Slagle Financial
Illinois
$338K +$322K +858 New
91 92
93
94 95