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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2676
Arlington Financial Advisors
California
$583K +$8.9K +40 +2%
HCM
2677
Hengehold Capital Management
Ohio
$583K -$2K -9 -0.3%
HTHT
2678
Hemenway Trust Hemenway Trust
New Hampshire
$583K – – –
FAM
2679
Formidable Asset Management
Ohio
$582K +$22.3K +100 +4%
CAG
2680
Curtis Advisory Group
California
$582K -$71.2K -320 -11%
MCA
2681
MSH Capital Advisors
Arizona
$582K -$16K -72 -3%
DSN
2682
D. Scott Neal
Kentucky
$581K – – –
CTFG
2683
Capstone Triton Financial Group
Oklahoma
$580K +$224K +1,005 +64%
GC
2684
Garde Capital
Washington
$580K -$16.7K -75 -3%
NWA
2685
New World Advisors
Massachusetts
$579K +$77K +346 +16%
WFMPM
2686
Woodley Farra Manion Portfolio Management
Indiana
$578K -$10.5K -47 -2%
VWM
2687
Valley Wealth Managers
New Jersey
$577K +$290K +1,303 +104%
WAM
2688
Winslow Asset Management
Ohio
$575K – – –
AIP
2689
ARS Investment Partners
New York
$574K +$132K +595 +30%
BFC
2690
Bedel Financial Consulting
Indiana
$574K +$223 +1 +0%
PWA
2691
Primoris Wealth Advisors
Florida
$571K -$88.8K -399 -14%
FCM
2692
Fourpath Capital Management
Oklahoma
$571K -$3.34K -15 -0.6%
VAM
2693
Verity Asset Management
North Carolina
$571K -$6.23K -28 -1%
NG
2694
Northstar Group
New York
$571K – – –
FCA
2695
FinTrust Capital Advisors
South Carolina
$570K – – –
SFWA
2696
Summit Financial Wealth Advisors
Louisiana
$569K -$116K -523 -17%
B
2697
Bellecapital
Switzerland
$569K +$130K +586 +30%
CRIG
2698
Charter Research & Investment Group
Connecticut
$568K +$335K +1,505 +148%
MAM
2699
Meeder Asset Management
Ohio
$567K +$3.56K +16 +0.6%
CWG
2700
Crown Wealth Group
North Carolina
$566K -$26.7K -120 -5%
106 107
108
109 110