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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
1776
Intrepid Financial Planning Group
Indiana
$249K +$250K +3,255 New
WIC
1777
Woodmont Investment Counsel
Tennessee
$249K +$250K +3,259 New
SA
1778
Strategic Advisors
New York
$248K -$1.1M -14,350 -82%
HHGA
1779
Halbert Hargrove Global Advisors
California
$248K -$37.3K -486 -13%
BFA
1780
Bill Few Associates
Pennsylvania
$248K -$25.3K -330 -9%
CBFP
1781
Cedar Brook Financial Partners
Ohio
$247K -$32K -417 -11%
SRC
1782
Sage Rhino Capital
California
$247K +$27.5K +358 +12%
CAL
1783
Capital Advisors Ltd
Ohio
$247K +$36.3K +473 +17%
CIA
1784
Cladis Investment Advisory
Montana
$246K – – –
LHC
1785
Little House Capital
Massachusetts
$245K -$19.1K -249 -7%
TWM
1786
Tolleson Wealth Management
Texas
$245K – – –
CC
1787
Centiva Capital
New York
$245K +$246K +3,205 New
ALAM
1788
Asahi Life Asset Management
Japan
$245K +$247K +3,210 New
PWM
1789
PBMares Wealth Management
Virginia
$243K +$154 +2 +0.1%
SDWMA
1790
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$1.38K +18 +0.6%
OWM
1791
Opes Wealth Management
California
$242K +$4.45K +58 +2%
HCA
1792
Harbour Capital Advisors
Virginia
$241K -$5.38K -70 -2%
NEI
1793
Northwest & Ethical Investments
Ontario, Canada
$240K +$242K +3,148 New
LFGH
1794
Lee Financial Group Hawaii
Hawaii
$240K +$230 +3 +0.1%
ICP
1795
Interchange Capital Partners
Pennsylvania
$239K -$131K -1,707 -35%
HWM
1796
Horizon Wealth Management
Illinois
$239K +$47K +612 +24%
CCFM
1797
Clear Creek Financial Management
Washington
$238K -$50.5K -657 -17%
MHR
1798
Matthew Hamilton Rosenberg
$238K +$3.23K +42 +1%
SHFA
1799
SC&H Financial Advisors
Maryland
$238K +$31.6K +411 +15%
CAWM
1800
Capital Advisors Wealth Management
Washington
$237K -$11.1K -144 -4%
70 71
72
73 74