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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2426
Okabena Investment Services
Minnesota
$11.4M +$3M +7,036 +35%
RS
2427
Retirement Solution
Washington
$11.4M -$5.3M -12,454 -32%
EM
2428
Excalibur Management
Massachusetts
$11.4M -$922K -2,165 -7%
EML
2429
Eos Management LP
New York
$11.4M – – –
MWM
2430
MGB Wealth Management
Texas
$11.4M +$246K +577 +2%
SL
2431
Sentry LLC
Tennessee
$11.3M -$809K -1,899 -7%
WA1
2432
Wimmer Associates 1
California
$11.3M -$129K -302 -1%
CCA
2433
Childress Capital Advisors
Texas
$11.3M +$60.9K +143 +0.5%
BWM
2434
BKM Wealth Management
Wisconsin
$11.3M +$925K +2,172 +9%
SEEDPG
2435
S.E.E.D. Planning Group
New York
$11.3M +$574K +1,347 +5%
SIM
2436
Seaview Investment Managers
Florida
$11.3M +$2.24M +5,252 +24%
PM
2437
Penbrook Management
New York
$11.3M -$138K -325 -1%
CCS
2438
Concentric Capital Strategies
Connecticut
$11.3M -$13.6M -31,820 -54%
PAM
2439
Pinpoint Asset Management
Hong Kong
$11.3M -$1.19M -2,786 -9%
LMKC
2440
L.M. Kohn & Company
Ohio
$11.3M -$148K -348 -1%
BCCM
2441
Bridge Creek Capital Management
Massachusetts
$11.3M -$104K -245 -0.9%
WTA
2442
Washington Trust Advisors
Massachusetts
$11.3M +$255K +599 +2%
WA
2443
Wambolt & Associates
Colorado
$11.3M -$2.33M -5,467 -17%
PSP
2444
Principal Street Partners
Tennessee
$11.3M -$10.9M -25,578 -49%
HAM
2445
Harmony Asset Management
Arizona
$11.2M -$528K -1,240 -4%
HCP
2446
Hamilton Capital Partners
Georgia
$11.2M +$11.4M +26,649 New
GWMIA
2447
Global Wealth Management Investment Advisory
Florida
$11.2M +$665K +1,562 +6%
BWS
2448
Buck Wealth Strategies
Colorado
$11.2M +$3.2M +7,514 +39%
TSWM
2449
Triangle Securities Wealth Management
North Carolina
$11.2M -$248K -582 -2%
SW
2450
Simplicity Wealth
New Jersey
$11.2M -$4.97M -11,671 -31%
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