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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1776
Naples Global Advisors
Florida
$306K -$2.62K -60 -0.9%
RBCM
1777
Raub Brock Capital Management
California
$304K – – –
IF
1778
Intrua Financial
Texas
$304K +$9.17K +210 +3%
FMTC
1779
Farmers & Merchants Trust Company
California
$302K -$43.7K -1,000 -14%
VIM
1780
Vista Investment Management
Pennsylvania
$302K +$271K +6,200 New
BG
1781
Bahl & Gaynor
Ohio
$301K -$13.1K -300 -5%
RCG
1782
Ruane, Cunniff & Goldfarb
New York
$299K -$259K -5,930 -49%
CCFM
1783
Clear Creek Financial Management
Washington
$299K +$3.93K +90 +1%
SSCM
1784
Spectrum Strategic Capital Management
Oregon
$297K +$267K +6,110 New
6F
1785
626 Financial
Michigan
$297K – – –
WFPG
1786
Waller Financial Planning Group
Ohio
$296K +$265K +6,070 New
OWP
1787
Obermeyer Wealth Partners
Colorado
$295K -$104K -2,380 -28%
AMR
1788
Asset Management Resources
Massachusetts
$295K -$49.8K -1,140 -16%
TA
1789
TruWealth Advisors
Louisiana
$295K +$437 +10 +0.2%
BIA
1790
Benchmark Investment Advisors
Illinois
$295K +$20.5K +470 +8%
BA
1791
Ballast Advisors
Minnesota
$293K -$6.55K -150 -2%
TCMP
1792
Thrive Capital Management (Pennsylvania)
Pennsylvania
$293K +$263K +6,020 New
MRCM
1793
M&R Capital Management
New Jersey
$293K +$31.9K +730 +14%
CWS
1794
Cypress Wealth Services
California
$292K -$31.4K -720 -11%
SFPG
1795
Stonebridge Financial Planning Group
Florida
$292K -$6.11K -140 -2%
RWA
1796
Redhawk Wealth Advisors
Minnesota
$292K -$1.75K -40 -0.7%
PAM
1797
Paradigm Asset Management
New York
$292K – – –
WIC
1798
Whitegate Investment Counselors
New Hampshire
$292K – – –
SOAMC
1799
Spirit of America Management Corp
New York
$292K +$131K +3,000 +100%
NBT
1800
Northwest Bank & Trust
Iowa
$292K +$262K +6,000 New
70 71
72
73 74