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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1501
Tarbox Family Office
California
$33K – – –
SIAS
1502
Shine Investment Advisory Services
Colorado
$33K +$32K +405 New
HCC
1503
Hirtle Callaghan & Co
Pennsylvania
$32K -$7.9K -100 -20%
RFA
1504
Reilly Financial Advisors
California
$29K – – –
MIC
1505
MU Investments Company
Japan
$28K – – –
RPG
1506
Risk Paradigm Group
Texas
$24.1K – – –
AWM
1507
Avior Wealth Management
Nebraska
$24K -$14.9K -189 -39%
RBC
1508
Roble Belko & Company
Pennsylvania
$24K – – –
WAP
1509
Wealthcare Advisory Partners
Pennsylvania
$24K – – –
BCMIO
1510
Beacon Capital Management Inc (Ohio)
Ohio
$21K -$79 -1 -0.4%
PCFFS
1511
Pacific Center for Financial Services
California
$21K – – –
CJA
1512
C-J Advisory
California
$19K – – –
MCIA
1513
Mountain Capital Investment Advisors
Colorado
$19K +$18.6K +235 New
PS
1514
Portfolio Solutions
Michigan
$18K – – –
SBL
1515
Sargent Bickham Lagudis
Colorado
$18K +$2.29K +29 +14%
VFA
1516
Virtus Fund Advisers
Connecticut
$17K -$5.16M -65,311 -100%
LYV
1517
Live Your Vision
Pennsylvania
$16K – – –
RCG
1518
Ruggie Capital Group
Florida
$16K – – –
RWM
1519
Raffa Wealth Management
District of Columbia
$13.3K – – –
CPA
1520
Clear Perspective Advisors
Illinois
$13K – – –
LWA
1521
Lowe Wealth Advisors
Maryland
$13K +$79 +1 +0.6%
MIM
1522
Macroview Investment Management
Maryland
$12K +$12.2K +155 New
RI
1523
Redwood Investments
Massachusetts
$9K -$19.7K -249 -68%
GWA
1524
Guidant Wealth Advisors
Illinois
$9K – – –
DIA
1525
Davidson Investment Advisors
Montana
$8K -$2.37K -30 -23%
59 60
61
62 63