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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1726
Occidental Asset Management
California
$279K – – –
RCM
1727
RB Capital Management
Nevada
$277K -$99.8K -284 -28%
GKWIM
1728
Gerber Kawasaki Wealth & Investment Management
California
$277K – – –
OFW
1729
Omnia Family Wealth
Florida
$277K +$351 +1 +0.1%
WCM
1730
Wedge Capital Management
North Carolina
$277K +$18.6K +53 +8%
FPFS
1731
First Personal Financial Services
North Carolina
$277K +$55.5K +158 +27%
SEIA
1732
Signature Estate & Investment Advisors
California
$276K +$137K +390 +110%
BDWM
1733
Brewin Dolphin Wealth Management
Ireland
$275K +$153K +435 +143%
PI
1734
Pachira Investments
California
$275K +$13K +37 +5%
NP
1735
NS Partners
United Kingdom
$274K – – –
ODG
1736
O'Dell Group
Ohio
$271K -$29.2K -83 -10%
CA
1737
Centerpoint Advisors
Massachusetts
$270K – – –
SCM
1738
Stordahl Capital Management
Colorado
$270K – – –
CAM
1739
Concorde Asset Management
Michigan
$270K +$1.05K +3 +0.4%
FIM
1740
Fernwood Investment Management
Massachusetts
$270K +$26.3K +75 +12%
CA
1741
Continuum Advisory
Idaho
$269K – – –
FMTCOCP
1742
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$269K – – –
SAM
1743
Summit Asset Management
Tennessee
$269K – – –
SHA
1744
Seneca House Advisors
Virginia
$269K +$13.3K +38 +6%
VCM
1745
Versant Capital Management
Arizona
$268K -$5.62K -16 -2%
PC
1746
Port Capital
Illinois
$268K +$4.92K +14 +2%
MWPCG
1747
Measured Wealth Private Client Group
New Hampshire
$267K -$351 -1 -0.1%
AMCA
1748
Arthur M. Cohen & Associates
Illinois
$267K – – –
SP
1749
Successful Portfolios
Florida
$266K +$38.6K +110 +18%
MSFP
1750
Mark Sheptoff Financial Planning
Connecticut
$263K -$40K -114 -14%
68 69
70
71 72