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Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1476
NBZ Investment Advisors
Tennessee
$570K – – –
HJGA
1477
Hardman Johnston Global Advisors
Connecticut
$568K – – –
GSIAS
1478
Garden State Investment Advisory Services
New Jersey
$568K +$61.8K +278 +12%
ZBNA
1479
Zions Bancorporation, National Association
Utah
$567K -$40.9K -184 -7%
CWG
1480
Cornerstone Wealth Group
North Carolina
$566K +$89.4K +402 +18%
LOWM
1481
Laurel Oak Wealth Management
New Jersey
$565K -$36K -162 -6%
CFP
1482
Catalyst Financial Partners
Massachusetts
$565K +$72.5K +326 +14%
CP
1483
Cornerstone Planning
North Carolina
$565K -$1.44M -6,476 -71%
CFMC
1484
Curbstone Financial Management Corp
New Hampshire
$564K +$31.1K +140 +6%
AGP
1485
Autumn Glory Partners
Texas
$563K +$1.56K +7 +0.3%
WAG
1486
Wallace Advisory Group
California
$563K +$46.9K +211 +9%
EB
1487
Exchange Bank
California
$562K -$91.4K -411 -14%
QCIG
1488
Quad-Cities Investment Group
Iowa
$561K – – –
RPGK
1489
Retirement Planning Group (Kansas)
Kansas
$557K +$96.6K +434 +20%
KFS
1490
Keynote Financial Services
Connecticut
$557K +$167K +750 +41%
FSWA
1491
Financial Synergies Wealth Advisors
Texas
$556K +$13.1K +59 +2%
CIAS
1492
CFS Investment Advisory Services
New Jersey
$556K -$222 -1 -0%
CCC
1493
Chesapeake Capital Corp
Florida
$556K +$71.2K +320 +14%
FI
1494
Finivi Inc
Massachusetts
$554K -$54.1K -243 -9%
RCA
1495
Riverview Capital Advisers
Massachusetts
$553K +$195K +875 +52%
CVA
1496
Central Valley Advisors
California
$551K -$106K -476 -16%
UPS
1497
UHLMANN PRICE SECURITIES
Illinois
$549K +$9.34K +42 +2%
FFA
1498
Founders Financial Alliance
North Carolina
$548K -$42.5K -191 -7%
YIM
1499
Yoffe Investment Management
Pennsylvania
$547K – – –
AWM
1500
Accurate Wealth Management
Florida
$546K +$109K +492 +25%
58 59
60
61 62