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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
4101
Cook Wealth
North Carolina
$767K +$813K +2,507 New
GCM
4102
Graham Capital Management
Connecticut
$766K +$739K +2,279 New
HTC
4103
Hershey Trust Company
Pennsylvania
$764K – – –
IWA
4104
IVC Wealth Advisors
Pennsylvania
$763K -$1.62K -5 -0.2%
CIS
4105
Continental Investors Services
Washington
$760K +$800K +2,466 New
PWP
4106
Personal Wealth Partners
Minnesota
$755K -$81.1K -250 -10%
HCM
4107
Horrell Capital Management
Arkansas
$752K – – –
PFC
4108
Poplar Forest Capital
California
$747K +$54.5K +168 +8%
PIA
4109
Powell Investment Advisors
Florida
$746K -$16.2K -50 -2%
SPI
4110
Sutton Place Investors
New York
$746K +$719K +2,219 New
RIM
4111
Reliant Investment Management
Tennessee
$744K -$26.6K -82 -4%
OPWM
4112
Oakwell Private Wealth Management
Texas
$743K +$205K +631 +40%
BFG
4113
Baron Financial Group
New Jersey
$742K – – –
MFA
4114
Morling Financial Advisors
California
$741K +$715K +2,204 New
HC
4115
Hoese & Co
Minnesota
$740K -$9.4K -29 -1%
RWA
4116
Redmont Wealth Advisors
Illinois
$740K +$713K +2,200 New
CFC
4117
Coyle Financial Counsel
Illinois
$738K +$30.8K +95 +5%
PC
4118
Prairiewood Capital
North Dakota
$737K -$29.5K -91 -4%
PWS
4119
Private Wealth Strategies
Ohio
$735K -$6.16K -19 -0.9%
ACA
4120
Ascension Capital Advisors
Texas
$734K -$83.3K -257 -11%
SFP
4121
Sterling Financial Planning
New Jersey
$730K -$4.86K -15 -0.7%
ST
4122
Sageworth Trust
Pennsylvania
$730K – – –
CRCM
4123
Corbett Road Capital Management
Virginia
$728K -$73.3K -226 -9%
CAM
4124
Concorde Asset Management
Michigan
$726K -$690K -2,127 -50%
PWA
4125
PCG Wealth Advisors
Kansas
$724K +$702K +2,164 New
163 164
165
166 167