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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
2701
True Link Financial Advisors
California
$205K – – –
HFAS
2702
Hummer Financial Advisory Services
Illinois
$205K +$3.05K +54 +2%
AWA
2703
Aaron Wealth Advisors
Illinois
$204K -$168K -2,969 -46%
RWA
2704
Redhawk Wealth Advisors
Minnesota
$204K -$118K -2,098 -37%
SPWG
2705
Sage Private Wealth Group
Illinois
$204K -$34.5K -611 -15%
JWBC
2706
John W. Bristol & Co
New York
$204K – – –
FFA
2707
Fi3 Financial Advisors
Indiana
$203K +$197K +3,490 New
SIAG
2708
Safeguard Investment Advisory Group
California
$202K +$6.04K +107 +3%
TI
2709
Truepoint Inc
Ohio
$202K +$196K +3,472 New
FP
2710
Financial Perspectives
Minnesota
$201K +$49.8K +882 +34%
MWM
2711
MinichMacGregor Wealth Management
New York
$201K -$40.1K -710 -17%
EFG
2712
Everhart Financial Group
Ohio
$201K -$14.5K -257 -7%
AA
2713
Auxano Advisors
Washington
$201K -$5.87K -104 -3%
FQ
2714
First Quadrant
California
$201K – – –
IWA
2715
Inspirion Wealth Advisors
Illinois
$201K +$1.69K +30 +0.9%
TA
2716
TrueWealth Advisors
Alabama
$201K +$194K +3,434 New
FPIS
2717
Financial Planning & Information Services
Wisconsin
$200K -$34.9K -619 -15%
CTB
2718
Country Trust Bank
Illinois
$195K -$21.1M -373,202 -99%
SC
2719
Sierra Capital
Florida
$194K +$188K +3,339 New
SQA
2720
Simon Quick Advisors
New Jersey
$193K -$69.1K -1,225 -27%
FA
2721
Financial Advantage
Maryland
$187K +$846 +15 +0.5%
RWM
2722
Raffa Wealth Management
District of Columbia
$187K +$3.78K +67 +2%
TIM
2723
Tortoise Investment Management
New York
$177K +$97.1K +1,720 +130%
AP
2724
Atwood & Palmer
Missouri
$175K +$12.1K +214 +8%
TC
2725
Tacita Capital
Ontario, Canada
$175K +$113K +2,000 +197%
107 108
109
110 111