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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1501
Acropolis Investment Management
Missouri
$234K +$224K +35,560 New
DI
1502
Diligent Investors
California
$233K -$24.5K -3,880 -10%
KPW
1503
Kore Private Wealth
New York
$233K +$146K +23,080 +189%
VWA
1504
Visionary Wealth Advisors
Illinois
$233K +$223K +35,400 New
AF
1505
Allworth Financial
California
$231K +$2.02K +320 +0.9%
VHAM
1506
Van Hulzen Asset Management
California
$231K +$222K +35,120 New
CFG
1507
Cooper Financial Group
California
$230K +$220K +34,880 New
CIM
1508
Confluence Investment Management
Missouri
$229K -$223K -35,320 -50%
NIC
1509
Northwest Investment Counselors
Oregon
$228K +$252 +40 +0.1%
PAI
1510
Pittenger & Anderson Inc
Nebraska
$228K +$6.56K +1,040 +3%
YWP
1511
YorkBridge Wealth Partners
New York
$228K +$218K +34,600 New
CAM
1512
Columbia Asset Management
Michigan
$227K +$217K +34,400 New
TPA
1513
Trivium Point Advisory
Connecticut
$226K +$214K +33,880 New
BAS
1514
Brown Advisory Securities
Maryland
$223K +$209K +33,120 New
FA
1515
FCG Advisors
New Jersey
$223K +$214K +33,840 New
LC
1516
LCNB Corp
Ohio
$223K +$214K +33,840 New
GA
1517
Geller Advisors
New York
$221K +$211K +33,520 New
SMC
1518
Smith, Moore & Co
Missouri
$221K +$212K +33,560 New
CDH
1519
Charles D. Hyman
$219K +$209K +33,200 New
AFAS
1520
Acorn Financial Advisory Services
Virginia
$219K +$210K +33,320 New
LWM
1521
Lenox Wealth Management
Ohio
$218K +$31.5K +5,000 +18%
BFO
1522
Boston Family Office
Massachusetts
$217K +$208K +32,920 New
FCFC
1523
First Commonwealth Financial Corp
Pennsylvania
$217K +$208K +32,920 New
FDS
1524
First Dallas Securities
Texas
$217K +$208K +33,000 New
MHIC
1525
Marble Harbor Investment Counsel
Massachusetts
$216K +$207K +32,840 New
59 60
61
62 63