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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1726
Walkner Condon Financial Advisors
Wisconsin
$335K +$6.52K +560 +2%
CT
1727
Chicago Trust
Illinois
$335K +$288K +24,760 New
MCG
1728
MACRO Consulting Group
New Jersey
$333K -$188K -16,120 -38%
RBCM
1729
Raub Brock Capital Management
California
$333K – – –
DP
1730
Dearborn Partners
Illinois
$330K +$1.86K +160 +0.7%
DIM
1731
Delta Investment Management
California
$328K -$3.16M -271,480 -92%
HWA
1732
Heritage Wealth Advisors
Virginia
$327K – – –
KMWM
1733
Keudell/Morrison Wealth Management
Oregon
$327K -$17.2K -1,480 -6%
ER
1734
Enlightenment Research
Florida
$325K -$2M -172,000 -88%
BWM
1735
BT Wealth Management
Georgia
$325K – – –
NCM
1736
Northside Capital Management
Oregon
$325K – – –
WA
1737
Wealth Architects
California
$325K +$27.9K +2,400 +11%
KC
1738
KCL Capital
New York
$324K +$278K +23,920 New
GWS
1739
Glassman Wealth Services
Virginia
$323K +$29.3K +2,520 +12%
TFGT
1740
TS Financial Group (TSFG)
Illinois
$320K +$20.9K +1,800 +8%
PCFFS
1741
Pacific Center for Financial Services
California
$320K +$202K +17,320 +274%
KCM
1742
Kanawha Capital Management
Virginia
$319K -$23.3K -2,000 -8%
OPCM
1743
Osborne Partners Capital Management
California
$319K – – –
SCM
1744
Schnieders Capital Management
California
$319K +$14K +1,200 +5%
KTC
1745
Kistler-Tiffany Companies
Pennsylvania
$317K -$23.3K -2,000 -8%
BOS
1746
Bingham Osborn & Scarborough
California
$317K +$16.8K +1,440 +7%
VA
1747
Valmark Advisers
Ohio
$317K +$273K +23,440 New
SRC
1748
Sage Rhino Capital
California
$314K -$5.12K -440 -2%
FDS
1749
First Dallas Securities
Texas
$314K +$270K +23,200 New
GIA
1750
Guyasuta Investment Advisors
Pennsylvania
$314K +$270K +23,200 New
68 69
70
71 72