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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1401
WBH Advisory
Maryland
$503K – – –
MS
1402
Madden Securities
Texas
$502K +$599K +2,157 New
FI
1403
FormulaFolio Investments
Michigan
$501K +$598K +2,155 New
NG
1404
Northstar Group
New York
$499K -$13.9K -50 -2%
BAM
1405
Bellevue Asset Management
Washington
$499K -$11.1K -40 -2%
NSIM
1406
North Star Investment Management
Illinois
$499K +$21.7K +78 +4%
VWA
1407
Visionary Wealth Advisors
Illinois
$498K +$209K +752 +54%
WAM
1408
Weatherly Asset Management
California
$496K -$170K -614 -22%
AIA
1409
Angeles Investment Advisors
California
$495K -$90.2K -325 -13%
CIA
1410
Capital Investment Advisors
Georgia
$495K +$98.3K +354 +20%
GKWIM
1411
Gerber Kawasaki Wealth & Investment Management
California
$495K +$339K +1,222 +135%
LFG
1412
Larson Financial Group
Missouri
$493K +$206K +741 +54%
IA
1413
Insight Advisors
Pennsylvania
$489K +$584K +2,102 New
AIM
1414
Acropolis Investment Management
Missouri
$485K -$43.3K -156 -7%
FGAM
1415
Financial Gravity Asset Management
Texas
$485K +$588K +2,117 New
FWM
1416
Frontier Wealth Management
Missouri
$483K +$28.6K +103 +5%
CFA
1417
Capstone Financial Advisors
Illinois
$480K +$293K +1,056 +105%
SWA
1418
SFMG Wealth Advisors
Texas
$479K -$156K -563 -21%
WWM
1419
Windsor Wealth Management
Indiana
$478K +$93K +335 +19%
CFG
1420
Cooper Financial Group
California
$476K +$26.4K +95 +5%
GFS
1421
GYL Financial Synergies
Connecticut
$472K +$74.7K +269 +15%
BFIM
1422
Beese Fulmer Investment Management
Ohio
$469K +$559K +2,015 New
CCM
1423
Campbell Capital Management
Florida
$469K +$577K +2,077 New
OAM
1424
Oberweis Asset Management
Illinois
$468K -$15.3K -55 -3%
ACWM
1425
Adams Chetwood Wealth Management
North Carolina
$468K – – –
55 56
57
58 59