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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1401
Thoroughbred Financial Services
Tennessee
$720K +$14.6K +141 +2%
SMA
1402
Sage Mountain Advisors
Georgia
$719K +$93.6K +902 +14%
SRG
1403
SBB Research Group
Illinois
$718K +$3.74K +36 +0.5%
CA
1404
Cambridge Advisors
Nebraska
$718K +$104 +1 +0%
LFA
1405
Legacy Financial Advisors
Kentucky
$718K +$25.1K +242 +3%
CIS
1406
Continental Investors Services
Washington
$717K +$387K +3,732 +109%
SM
1407
Sweeney & Michel
California
$717K +$10.4K +100 +1%
ECM
1408
Ensemble Capital Management
California
$716K – – –
CSB
1409
City State Bank
Iowa
$715K +$203K +1,959 +37%
DWP
1410
Daymark Wealth Partners
Ohio
$712K +$339K +3,268 +83%
CPA
1411
Cardiff Park Advisors
California
$711K +$43.9K +423 +6%
CHC
1412
City Holding Co
West Virginia
$710K +$189K +1,820 +34%
SFA
1413
Souders Financial Advisors
Ohio
$710K +$504K +4,859 +211%
CCA
1414
Cobblestone Capital Advisors
New York
$708K +$9.96K +96 +1%
PAG
1415
Powers Advisory Group
Illinois
$706K -$15.8K -152 -2%
BFIM
1416
Beese Fulmer Investment Management
Ohio
$703K -$69.9K -673 -9%
PF
1417
Parker Financial
Washington
$701K +$39.3K +379 +6%
AAIS
1418
ABN AMRO Investment Solutions
$700K -$108K -1,040 -13%
ANTB
1419
AMG National Trust Bank
Colorado
$694K +$54.8K +528 +8%
FC
1420
Financial Council
Maryland
$689K – – –
CWM
1421
Congress Wealth Management
Massachusetts
$687K -$9.86K -95 -1%
PCM
1422
PenderFund Capital Management
British Columbia, Canada
$686K – – –
MPI
1423
Mairs & Power Inc
Minnesota
$685K -$36.1K -348 -5%
DP
1424
DDD Partners
Washington
$685K -$2.49K -24 -0.3%
PAI
1425
Pittenger & Anderson Inc
Nebraska
$684K – – –
55 56
57
58 59