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Name Holding Trade Value Shares
Change 		Change in
Stake
RHDIC
1726
R.H. Dinel Investment Counsel
California
$770K – – –
JCM
1727
J2 Capital Management
Michigan
$769K -$28K -597 -3%
CS
1728
Capital Square
Tennessee
$769K +$274K +5,833 +47%
VFM
1729
Vision Financial Markets
Connecticut
$769K +$188 +4 +0%
PIM
1730
Penobscot Investment Management
Massachusetts
$768K -$4.32K -92 -0.5%
FWP
1731
FAS Wealth Partners
Kansas
$767K -$14.2K -303 -2%
SCM
1732
Spreng Capital Management
Ohio
$767K -$2.11K -45 -0.2%
RFA
1733
ROI Financial Advisors
Oregon
$766K +$134K +2,858 +19%
RIP
1734
Reliant Investment Partners
North Carolina
$766K -$2.3K -49 -0.3%
FFBTD
1735
First Financial Bank - Trust Division
Ohio
$763K -$28.2K -601 -3%
CST
1736
Charles Schwab Trust
Nevada
$763K +$95.9K +2,045 +13%
TC
1737
Trust Company
Kansas
$762K -$929K -19,805 -52%
PCMH
1738
Polymer Capital Management (HK)
Hong Kong
$762K +$844K +18,000 New
EWM
1739
Evercore Wealth Management
New York
$760K -$47K -1,001 -5%
PWM
1740
Proathlete Wealth Management
Florida
$760K -$14.2K -302 -2%
PWPS
1741
Pinnacle Wealth Planning Services
Ohio
$758K +$4.03K +86 +0.5%
CMTU
1742
Capital Markets Trading (UK)
United Kingdom
$758K +$840K +17,913 New
NG
1743
Novem Group
New York
$756K -$17.8K -379 -2%
IFWM
1744
Institute for Wealth Management
Colorado
$756K -$59.3K -1,264 -7%
JJBC
1745
James J. Burns & Company
New York
$755K +$26.7K +570 +3%
LWM
1746
LightSquare Wealth Management
Michigan
$754K +$100K +2,142 +14%
SEIA
1747
Signature Estate & Investment Advisors
California
$753K +$76.9K +1,640 +10%
PVM
1748
Palogic Value Management
Texas
$753K -$23.5K -500 -3%
SDAM
1749
Shulman DeMeo Asset Management
New York
$753K +$5.16K +110 +0.6%
TWP
1750
Tempus Wealth Planning
California
$751K -$3.99K -85 -0.5%
68 69
70
71 72