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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1926
WealthStone
Ohio
$744K -$357K -6,152 -33%
HAM
1927
Hammer Asset Management
California
$743K -$291K -5,009 -29%
TCM
1928
Tributary Capital Management
Nebraska
$743K -$26.1K -450 -3%
SIC
1929
SFE Investment Counsel
California
$743K -$10.9K -187 -1%
I
1930
INVST
Indiana
$743K +$53.7K +924 +8%
AIM
1931
Alhambra Investment Management
Florida
$742K -$15.5K -266 -2%
AS
1932
Altshuler Shaham
Israel
$741K -$367K -6,317 -34%
LF
1933
LifeSteps Financial
California
$741K -$17.3K -298 -2%
MAWCM
1934
Mine & Arao Wealth Creation & Management
California
$741K +$2.09K +36 +0.3%
VA
1935
Valmark Advisers
Ohio
$741K +$22.1K +380 +3%
AIS
1936
AM Investment Strategies
Tennessee
$734K +$717K +12,338 New
KC
1937
Kingfisher Capital
North Carolina
$732K +$4.76K +82 +0.7%
BCA
1938
Bray Capital Advisors
Florida
$731K – – –
MLFP
1939
MPS Loria Financial Planners
Illinois
$730K +$2.96K +51 +0.4%
TC
1940
Trust Company
Kansas
$728K +$35.8K +616 +5%
CCWA
1941
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$727K -$73.1K -1,258 -9%
GFS
1942
GYL Financial Synergies
Connecticut
$727K +$64.8K +1,116 +10%
ARTA
1943
A.R.T. Advisors
New York
$727K +$710K +12,225 New
TC
1944
Trilogy Capital
California
$726K +$74.1K +1,275 +12%
NPF
1945
Norris Perne & French
Michigan
$723K +$94.6K +1,629 +15%
OL
1946
Optas LLC
Texas
$721K +$322K +5,538 +84%
FFC
1947
First Financial Corp
Indiana
$719K -$7.79K -134 -1%
ML
1948
McAdam LLC
Pennsylvania
$718K -$73.4K -1,264 -9%
BA
1949
Ballast Advisors
Minnesota
$718K +$349 +6 +0%
ACM
1950
Ayrshire Capital Management
Connecticut
$717K +$14.9K +257 +2%
76 77
78
79 80