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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1951
Kelman-Lazarov Inc
Tennessee
$1.06M +$155K +6,232 +16%
FIM
1952
Fruth Investment Management
Texas
$1.05M +$54.3K +2,184 +5%
TPW
1953
Tiller Private Wealth
Pennsylvania
$1.05M -$5.96K -240 -0.5%
ADBIC
1954
A.D. Beadell Investment Counsel
Wisconsin
$1.05M +$99.4K +4,000 +10%
SEIA
1955
Signature Estate & Investment Advisors
California
$1.05M +$181K +7,264 +20%
TIM
1956
Tortoise Investment Management
New York
$1.04M +$121K +4,860 +13%
RWM
1957
Raffa Wealth Management
District of Columbia
$1.04M -$298 -12 -0%
PFM
1958
Peak Financial Management
Massachusetts
$1.04M +$1.08M +43,556 New
PCM
1959
Pointe Capital Management
Michigan
$1.04M -$135K -5,420 -11%
GBT
1960
Grove Bank & Trust
Florida
$1.04M +$8.75K +352 +0.8%
TFO
1961
Tarbox Family Office
California
$1.04M +$94.3K +3,796 +10%
LWM
1962
Lenox Wealth Management
Ohio
$1.02M +$14.8K +596 +1%
LCM
1963
Landscape Capital Management
New Jersey
$1.02M +$1.07M +42,880 New
VCM
1964
Versant Capital Management
Arizona
$1.02M -$1.59K -64 -0.1%
MWM
1965
Modera Wealth Management
New Jersey
$1.02M +$135K +5,416 +15%
SG
1966
Somerset Group
Minnesota
$1.02M +$49.7K +2,000 +5%
CI
1967
CAZ Investments
Texas
$1.01M – – –
HHGA
1968
Halbert Hargrove Global Advisors
California
$1.01M +$174K +7,000 +20%
PAM
1969
PT Asset Management
Illinois
$1.01M +$1.05M +42,400 New
FM
1970
Forward Management
California
$1.01M +$22K +884 +2%
RWM
1971
RKL Wealth Management
Pennsylvania
$1M +$324K +13,056 +45%
HFM
1972
Hartford Financial Management
Connecticut
$1M +$2.78K +112 +0.3%
WMG
1973
WESCAP Management Group
California
$1M -$20.6K -828 -2%
RPGK
1974
Retirement Planning Group (Kansas)
Kansas
$1M +$5.47K +220 +0.5%
EA
1975
Emerald Advisers
Pennsylvania
$996K +$497 +20 +0%
77 78
79
80 81