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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1501
Bedel Financial Consulting
Indiana
$534K – – –
UCMOK
1502
United Capital Management of KS
Kansas
$533K +$20.2K +93 +4%
BCM
1503
Breiter Capital Management
Florida
$533K +$511K +2,352 New
BFS
1504
Bradley Foster & Sargent
Connecticut
$532K -$100K -462 -16%
DBT
1505
Dubuque Bank & Trust
Iowa
$531K +$1.3K +6 +0.3%
JFGLC
1506
Johnson Financial Group LLC (Colorado)
Colorado
$531K +$509K +2,343 New
LDB
1507
Lee, Danner & Bass
Tennessee
$530K – – –
CCA
1508
Catalyst Capital Advisors
New York
$530K +$206K +951 +69%
MWM
1509
MinichMacGregor Wealth Management
New York
$528K -$58.6K -270 -10%
WA
1510
WP Advisors
California
$527K – – –
AL
1511
Aspiriant LLC
California
$526K – – –
BMC
1512
Beaton Management Company
Massachusetts
$525K – – –
BW
1513
Bison Wealth
Georgia
$524K +$29.3K +135 +6%
CG
1514
Clarus Group
Texas
$523K -$32.6K -150 -6%
LGWM
1515
Litman Gregory Wealth Management
California
$519K +$25.4K +117 +8%
RIM
1516
Rockbridge Investment Management
New York
$517K +$20.2K +93 +4%
ESB
1517
Essex Savings Bank
Connecticut
$516K – – –
AA
1518
Advisory Alpha
Michigan
$515K +$16.3K +75 +3%
BFA
1519
Bragg Financial Advisors
North Carolina
$513K -$32.6K -150 -6%
REMPR
1520
Roof Eidam Maycock Peralta (REMP)
California
$513K – – –
SXL
1521
Summit X LLC
Missouri
$513K +$9.12K +42 +2%
CIA
1522
Cohen Investment Advisors
New Hampshire
$512K +$41K +189 +9%
PFBT
1523
Parkside Financial Bank & Trust
Missouri
$511K -$26.1K -120 -5%
KAS
1524
Kemnay Advisory Services
New York
$510K -$770K -3,549 -61%
LIM
1525
Leavell Investment Management
Alabama
$510K – – –
59 60
61
62 63