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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2501
AR Asset Management
California
$9.11M – – –
CH
2502
Canton Hathaway
Rhode Island
$9.1M +$3.1M +7,600 +46%
WPA
2503
Wealth Preservation Advisors
Tennessee
$9.09M +$9.87M +24,216 New
MIS
2504
Morningstar Investment Services
Illinois
$9.07M -$9.04M -22,171 -48%
TCM
2505
Tandem Capital Management
New Jersey
$9.06M -$49.7K -122 -0.5%
CPA
2506
Capital Performance Advisors
California
$9.06M +$3.47M +8,520 +55%
RFP
2507
Root Financial Partners
California
$9.05M +$3.3M +8,087 +51%
HA
2508
Hamel Associates
New Jersey
$9.04M -$273K -670 -3%
FCAS
2509
First Command Advisory Services
Texas
$9.03M -$57.9K -142 -0.6%
GDP
2510
Great Diamond Partners
Maine
$9.02M -$565K -1,387 -5%
HWMG
2511
Hurlow Wealth Management Group
Indiana
$9M -$8.15K -20 -0.1%
SI
2512
Symmetry Investments
Jersey
$9M -$3.44M -8,427 -26%
CCC
2513
Chelsea Counsel Company
California
$8.96M -$273K -670 -3%
PAA
2514
Peregrine Asset Advisers
Oregon
$8.95M -$159K -390 -2%
CCM
2515
Carderock Capital Management
Maryland
$8.94M -$2.49M -6,110 -20%
KCG
2516
Kinsale Capital Group
Virginia
$8.94M +$603K +1,479 +7%
RCA
2517
Roberts Capital Advisors
Colorado
$8.93M -$2.45M -6,000 -20%
AB
2518
Atlas Brown
Kentucky
$8.91M -$189K -464 -2%
CFFP
2519
Center for Financial Planning
Michigan
$8.91M -$2.52M -6,193 -21%
MA
2520
Mezzasalma Advisors
New Jersey
$8.88M -$964K -2,365 -9%
CCG
2521
Ceeto Capital Group
Florida
$8.88M +$408K +1,000 +4%
LF
2522
Lantz Financial
Illinois
$8.87M -$1.05M -2,581 -10%
CIM
2523
CIM Investment Management
Pennsylvania
$8.87M -$211K -518 -2%
RCIM
2524
Red Cedar Investment Management
Michigan
$8.87M – – –
AB
2525
ANB Bank
Colorado
$8.86M +$3.26K +8 +0%
99 100
101
102 103