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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
4876
Roble Belko & Company
Pennsylvania
$413K +$285K +2,261 +646%
EP
4877
Essential Planning
New Hampshire
$413K -$498K -3,958 -60%
FAC
4878
Financial Advisory Corporation
Michigan
$412K -$18.9K -150 -5%
IFA
4879
Independence Financial Advisors
New Hampshire
$412K +$1.38K +11 +0.4%
RG
4880
Renaissance Group
Kentucky
$411K – – –
AA
4881
AJ Advisors
Tennessee
$409K -$6.17K -49 -2%
VWA
4882
Valued Wealth Advisors
Utah
$409K +$106K +844 +48%
TFM
4883
Trademark Financial Management
Minnesota
$409K -$68K -540 -17%
WHCFA
4884
William Howard & Co Financial Advisors
Tennessee
$408K +$1.26K +10 +0.4%
CL
4885
COWA LLC
Oklahoma
$407K +$326K +2,587 New
SIAM
4886
Sterling Investment Advisors (Missouri)
Missouri
$406K -$281K -2,232 -72%
HM
4887
Harvest Management
New York
$406K +$18.9K +150 +6%
FFIC
4888
First Fiduciary Investment Counsel
Ohio
$405K -$11.3K -90 -3%
DFG
4889
Dupree Financial Group
Kentucky
$405K +$323K +2,563 New
BMA
4890
Brooks Moore & Associates
Tennessee
$405K +$6.29K +50 +2%
LGWM
4891
Litman Gregory Wealth Management
California
$404K -$242K -1,925 -43%
PIM
4892
Pinnacle Investment Management
Hong Kong
$403K -$434K -3,450 -58%
BWM
4893
Benchmark Wealth Management
Connecticut
$403K -$56.6K -450 -15%
BIG
4894
Bush Investment Group
Georgia
$403K +$6.04K +48 +2%
BF
4895
Blankinship & Foster
California
$398K – – –
PFA
4896
Professional Financial Advisors
Nebraska
$397K +$316K +2,512 New
KSWWM
4897
Keyes Stange & Wooten Wealth Management
Florida
$396K – – –
PI
4898
Parkside Investments
Illinois
$395K -$692K -5,500 -69%
GCM
4899
Glaxis Capital Management
Florida
$395K +$315K +2,500 New
VCM
4900
Violich Capital Management
California
$393K +$62.9K +500 +25%
194 195
196
197 198