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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1501
Investors Research Corp
Georgia
$353K -$32.5K -590 -9%
RCS
1502
Retirement Capital Strategies
California
$352K – – –
DI
1503
DFPG Investments
Utah
$352K +$51.2K +930 +20%
PI
1504
PFS Investments
Georgia
$352K +$298K +5,410 New
MWA
1505
Meridian Wealth Advisors
Texas
$351K +$29.7K +540 +10%
FBB
1506
Fulton Breakefield Broenniman
Maryland
$350K -$19.3K -350 -6%
FBFS
1507
First Business Financial Services
Wisconsin
$349K – – –
AI
1508
Accredited Investors
Minnesota
$349K +$2.2K +40 +0.7%
GDP
1509
Great Diamond Partners
Maine
$349K +$2.75K +50 +0.9%
WSTAM
1510
Wilbanks Smith & Thomas Asset Management
Virginia
$348K -$47.3K -860 -13%
WT
1511
Washington Trust
Rhode Island
$347K +$211K +3,830 +206%
AIM
1512
Alhambra Investment Management
Florida
$345K – – –
BA
1513
Ballast Advisors
Minnesota
$345K – – –
PL
1514
Plancorp LLC
Missouri
$345K +$11.6K +210 +4%
NFG
1515
Northeast Financial Group
Pennsylvania
$344K – – –
MBT
1516
Montecito Bank & Trust
California
$344K -$5.5K -100 -2%
1SB
1517
1ST Source Bank
Indiana
$344K – – –
CAM
1518
Cidel Asset Management
Ontario, Canada
$344K – – –
TFA
1519
Tranquilli Financial Advisor
New Jersey
$344K +$6.05K +110 +2%
TA
1520
TFG Advisers
Michigan
$344K +$13.8K +250 +5%
RDWM
1521
Red Door Wealth Management
Tennessee
$342K +$14.3K +260 +5%
DIP
1522
DT Investment Partners
Pennsylvania
$342K +$308K +5,600 New
LFF
1523
Level Four Financial
Texas
$342K +$309K +5,610 New
CG
1524
Clarus Group
Texas
$339K -$30.8K -560 -9%
HCA
1525
Horan Capital Advisors
Ohio
$339K -$4.95K -90 -2%
59 60
61
62 63