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Name Holding Trade Value Shares
Change 		Change in
Stake
CFW
2076
CA Family Wealth
California
$475K +$464K +3,940 New
VVP
2077
Venture Visionary Partners
Ohio
$475K +$465K +3,947 New
ARG
2078
Advisory Resource Group
Oklahoma
$473K +$118 +1 +0%
FHC
2079
First Heartland Consultants
Missouri
$473K +$2.47K +21 +0.5%
AIA
2080
Angeles Investment Advisors
California
$473K +$462K +3,921 New
FA
2081
Financial Advisors
Massachusetts
$472K -$117K -990 -20%
EBSAM
2082
Eubel Brady & Suttman Asset Management
Ohio
$471K -$62.8K -533 -12%
PAA
2083
Peregrine Asset Advisers
Oregon
$470K -$2.03M -17,197 -82%
BSPF
2084
British Steel Pension Fund
United Kingdom
$470K – – –
TL
2085
TrueWealth LLC
Georgia
$470K +$353 +3 +0.1%
CCM
2086
Compass Capital Management
Minnesota
$469K – – –
AFS
2087
Access Financial Services
Minnesota
$468K -$53.7K -456 -11%
PO
2088
Private Ocean
California
$468K +$76.2K +647 +20%
ZF
2089
Zhang Financial
Michigan
$467K +$36.4K +309 +9%
FC
2090
Fayerweather Charles
$466K +$72.4K +615 +19%
AFP
2091
Ausdal Financial Partners
Iowa
$465K -$30.5K -259 -6%
RFN
2092
RDA Financial Network
Iowa
$463K -$1.77K -15 -0.4%
VIM
2093
Vista Investment Management
Pennsylvania
$462K +$3.89K +33 +0.9%
WMC
2094
Westwood Management Corporation
Illinois
$458K – – –
RTC
2095
Riverview Trust Company
Washington
$457K -$8.36K -71 -2%
WCG
2096
Weaver Consulting Group
California
$457K +$63.7K +541 +16%
PCMC
2097
Private Capital Management (Colorado)
Colorado
$455K – – –
LIA
2098
LBMC Investment Advisors
Tennessee
$451K -$17.7K -150 -4%
AIFAIM
2099
American Institute for Advanced Investment Management
Arizona
$451K +$441K +3,741 New
LOPW
2100
Live Oak Private Wealth
North Carolina
$451K +$441K +3,741 New
82 83
84
85 86