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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2801
Affinity Capital Advisors
California
$208K +$204K +639 New
HIM
2802
Hanlon Investment Management
New Jersey
$207K +$198K +619 New
NIA
2803
NBZ Investment Advisors
Tennessee
$207K +$198K +619 New
FF
2804
Francis Financial
$207K +$331K +1,036 New
W
2805
Wealthquest
Ohio
$207K +$197K +618 New
AIA
2806
Accelerate Investment Advisors
California
$206K +$197K +618 New
CCC
2807
Compass Capital Corp
Massachusetts
$206K +$197K +616 New
FC
2808
Financial Council
Maryland
$206K +$197K +616 New
3F
2809
360 Financial
Minnesota
$206K +$196K +615 New
TBWA
2810
Three Bridge Wealth Advisors
California
$205K +$195K +611 New
4WM
2811
49 Wealth Management
Texas
$204K +$195K +610 New
LFS
2812
Legacy Financial Strategies
Kansas
$204K +$197K +616 New
SFC
2813
Strategic Financial Concepts
Texas
$204K +$195K +610 New
CS
2814
Capital Square
Tennessee
$204K +$195K +610 New
PAA
2815
Peregrine Asset Advisers
Oregon
$204K +$194K +609 New
CIAS
2816
CFS Investment Advisory Services
New Jersey
$203K +$194K +608 New
PFS
2817
Prospect Financial Services
New York
$203K +$194K +607 New
GRA
2818
Golden Road Advisors
Florida
$202K +$193K +605 New
MAM
2819
Mainsail Asset Management
Alabama
$202K +$193K +604 New
RPGK
2820
Retirement Planning Group (Kansas)
Kansas
$201K +$192K +602 New
LFGO
2821
Legacy Financial Group (Oklahoma)
Oklahoma
$201K +$192K +602 New
LRPA
2822
L. Roy Papp & Associates
Arizona
$201K +$192K +601 New
GC
2823
Globeflex Capital
California
$201K – – –
NCM
2824
Neumann Capital Management
California
$201K +$191K +600 New
RCWM
2825
Royal Capital Wealth Management
Indiana
$201K +$191K +600 New
111 112
113
114 115