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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
2051
Wimmer Associates 1
California
$9.44M -$645K -4,384 -6%
SEEDPG
2052
S.E.E.D. Planning Group
New York
$9.44M -$416K -2,827 -4%
FBC
2053
Fairfield, Bush & Co
Connecticut
$9.42M -$12M -81,667 -55%
WDG
2054
Wealth Dimensions Group
Ohio
$9.42M +$527K +3,577 +6%
HL
2055
HeadInvest LLC
Maine
$9.42M -$267K -1,812 -3%
WAM
2056
WNY Asset Management
New York
$9.42M +$362K +2,460 +4%
CP
2057
Corbenic Partners
Pennsylvania
$9.42M +$717K +4,872 +8%
JWM
2058
Jupiter Wealth Management
Colorado
$9.37M +$294K +2,000 +3%
RP
2059
Riverbridge Partners
Minnesota
$9.36M -$29.4K -200 -0.3%
WAS
2060
Wealth Advisory Solutions
Indiana
$9.32M +$85.7K +582 +0.9%
DI
2061
DFPG Investments
Utah
$9.3M +$1.24M +8,397 +15%
MA
2062
Menlo Advisors
California
$9.29M -$6.18K -42 -0.1%
DIM
2063
Delta Investment Management
California
$9.28M -$23.1K -157 -0.2%
SAM
2064
Socorro Asset Management
Texas
$9.27M +$357K +2,422 +4%
HCM
2065
Highlander Capital Management
New Jersey
$9.27M -$29.4K -200 -0.3%
GI
2066
GS Investments
Minnesota
$9.27M +$9.64M +65,497 New
FIM
2067
Fernwood Investment Management
Massachusetts
$9.26M – – –
TF
2068
Trek Financial
Arizona
$9.26M -$163K -1,105 -2%
MCM
2069
McMillion Capital Management
North Carolina
$9.25M -$307K -2,085 -3%
EM
2070
Excalibur Management
Massachusetts
$9.23M -$238K -1,616 -2%
GPFA
2071
Game Plan Financial Advisors
Ohio
$9.22M -$199K -1,354 -2%
PFA
2072
Pure Financial Advisors
California
$9.22M +$688K +4,672 +8%
NG
2073
NatWest Group
United Kingdom
$9.22M -$112K -763 -1%
BMCM
2074
Bryn Mawr Capital Management
Pennsylvania
$9.21M -$746K -5,070 -7%
NG
2075
NWK Group
California
$9.21M +$176K +1,194 +2%
81 82
83
84 85