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Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
2501
Horizon Family Wealth
Illinois
$369K +$9.12K +40 +3%
HIS
2502
Harvest Investment Services
Illinois
$369K +$37.4K +164 +13%
TF
2503
Tompkins Financial
New York
$368K -$6.84K -30 -2%
CAG
2504
Curtis Advisory Group
California
$368K -$17.3K -76 -5%
WP
2505
Wealthspan Partners
Iowa
$367K -$6.16K -27 -2%
PHIMC
2506
Private Harbour Investment Management & Counsel
Ohio
$366K – – –
WCA
2507
Westover Capital Advisors
Delaware
$365K – – –
NIC
2508
Northwest Investment Counselors
Oregon
$365K +$318K +1,394 New
CG
2509
Clarus Group
Texas
$364K – – –
QWM
2510
Quaker Wealth Management
New Jersey
$364K +$317K +1,392 New
RPGK
2511
Retirement Planning Group (Kansas)
Kansas
$364K +$44K +193 +16%
WCA
2512
Waypoint Capital Advisors
Minnesota
$364K +$69.3K +304 +28%
LC
2513
Lincoln Capital
Nebraska
$364K – – –
OWM
2514
Opes Wealth Management
California
$362K -$2.05K -9 -0.6%
AFTS
2515
American Financial & Tax Strategies
New York
$361K -$8.89K -39 -3%
HTHT
2516
Hemenway Trust Hemenway Trust
New Hampshire
$360K – – –
SA
2517
Stewardship Advisors
Pennsylvania
$359K +$313K +1,373 New
ECU
2518
Eisler Capital (UK)
United Kingdom
$359K -$223K -978 -42%
BAWC
2519
Boyce & Associates Wealth Consulting
Texas
$358K -$24.6K -108 -7%
CCM
2520
Canal Capital Management
Virginia
$358K -$684 -3 -0.2%
GWAG
2521
Garrett Wealth Advisory Group
Texas
$358K – – –
GCAC
2522
Guardian Capital Advisors (Canada)
Ontario, Canada
$358K -$44.5K -195 -12%
PGWM
2523
Pitti Group Wealth Management
New York
$358K – – –
IFU
2524
iSAM Funds (UK)
United Kingdom
$357K +$312K +1,366 New
QPW
2525
Quantum Private Wealth
Florida
$357K -$17.1K -75 -5%
99 100
101
102 103