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Name Holding Trade Value Shares
Change 		Change in
Stake
FBA
3026
Front Barnett Associates
Illinois
$265K -$1.8K -5 -0.6%
CGA
3027
Crescent Grove Advisors
Illinois
$265K – – –
ST
3028
Sabal Trust
Florida
$264K -$36K -100 -11%
UWPG
3029
Ullmann Wealth Partners Group
Florida
$264K +$9K +25 +3%
BA
3030
Bridge Advisory
California
$264K +$45.4K +126 +19%
TWM
3031
Triton Wealth Management
Arizona
$260K +$11.2K +31 +4%
WCWM
3032
Willow Creek Wealth Management
California
$259K -$50.8K -141 -16%
FRM
3033
Fox Run Management
Connecticut
$259K +$275K +764 New
MCM
3034
Monarch Capital Management
Indiana
$258K – – –
WAS
3035
Wealth Advisory Solutions
Indiana
$258K +$35.7K +99 +15%
Q
3036
QVR
California
$256K +$272K +754 New
RB
3037
Rodgers Brothers
Pennsylvania
$255K -$8.64K -24 -3%
MCA
3038
Mercer Capital Advisers
New Jersey
$255K – – –
PWP
3039
Personal Wealth Partners
Minnesota
$254K – – –
AAM
3040
Augustine Asset Management
Florida
$254K +$60.5K +168 +29%
SCA
3041
St. Clair Advisors
Ohio
$254K +$269K +748 New
RRCM
3042
Rappaport Reiches Capital Management
Illinois
$253K -$201K -557 -43%
TCOO
3043
Trust Company of Oklahoma
Oklahoma
$253K -$86.4K -240 -24%
BCM
3044
BTR Capital Management
California
$251K -$36K -100 -12%
WCM
3045
Wealthcare Capital Management
Virginia
$251K -$720 -2 -0.3%
WFMPM
3046
Woodley Farra Manion Portfolio Management
Indiana
$251K – – –
CCM
3047
Chickasaw Capital Management
Tennessee
$251K +$267K +740 New
LWMM
3048
Legacy Wealth Management (Mississippi)
Mississippi
$251K – – –
CTFG
3049
Capstone Triton Financial Group
Oklahoma
$250K -$133K -368 -33%
MJP
3050
Michael J. Puzo
$250K -$50.4K -140 -16%
120 121
122
123 124