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Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
2601
Echo Street Capital Management
New York
$242K -$84.5K -1,472 -25%
SMF
2602
Sterling Manor Financial
New York
$242K +$1.38K +24 +0.6%
RHP
2603
Royal Harbor Partners
Texas
$242K +$2.18K +38 +0.9%
VAG
2604
VisionPoint Advisory Group
Texas
$240K -$121K -2,115 -33%
CFG
2605
Compton Financial Group
Maryland
$240K +$115 +2 +0%
EGWAG
2606
Elwood & Goetz Wealth Advisory Group
Georgia
$239K – – –
LFG
2607
Larson Financial Group
Missouri
$239K +$24.9K +434 +11%
GWM
2608
Greenhouse Wealth Management
Connecticut
$238K +$1.21K +21 +0.5%
PP
2609
PrairieView Partners
Minnesota
$237K -$1.38K -24 -0.6%
W
2610
Wealthquest
Ohio
$237K -$574 -10 -0.2%
CWA
2611
Clearview Wealth Advisors
Oregon
$235K -$56.2K -980 -19%
FNBOH
2612
First National Bank of Hutchinson
Kansas
$235K -$21K -366 -8%
DMC
2613
Drexel Morgan & Co
Pennsylvania
$235K – – –
IP
2614
Isthmus Partners
Wisconsin
$235K – – –
NFG
2615
Northeast Financial Group
Pennsylvania
$235K -$53.8K -938 -18%
RWRC
2616
R.W. Roge & Company
New York
$234K -$8.78K -153 -4%
CCP
2617
Cassia Capital Partners
North Carolina
$234K +$35.5K +619 +17%
SLA
2618
Silver Lake Advisory
Utah
$233K +$10K +175 +4%
ACA
2619
Affinity Capital Advisors
California
$233K +$15K +261 +7%
AA
2620
Auxano Advisors
Washington
$233K +$40.5K +706 +20%
MC
2621
Machina Capital
France
$233K +$241K +4,200 New
AA
2622
ACT Advisors
North Carolina
$232K – – –
LIM
2623
Loudon Investment Management
New Hampshire
$232K – – –
FI
2624
Fosun International
China
$231K – – –
HFS
2625
Howard Financial Services
Texas
$231K +$6.83K +119 +3%
103 104
105
106 107