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Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
2326
S.E.E.D. Planning Group
New York
$782K – – –
TIAM2
2327
Tru Independence Asset Management 2
Oregon
$781K +$405K +2,508 +99%
HIS
2328
Horizon Investment Services
Indiana
$780K -$48.5K -300 -6%
TIA
2329
Tiemann Investment Advisors
California
$780K +$8.88K +55 +1%
AC
2330
Avestar Capital
New York
$777K -$234K -1,451 -22%
FG
2331
Foster Group
Iowa
$777K -$46K -285 -5%
EDRIA
2332
Edmonds Duncan Registered Investment Advisors
Kansas
$777K +$5.33K +33 +0.6%
SIG
2333
Spinnaker Investment Group
California
$777K +$837K +5,180 New
FFL
2334
Future Fund LLC
Illinois
$774K +$808K +5,000 New
ARMT
2335
Amica Retiree Medical Trust
Rhode Island
$772K +$370K +2,291 +85%
BSI
2336
Bennett Selby Investments
Maine
$770K +$18.4K +114 +2%
VAM
2337
Verity Asset Management
North Carolina
$768K +$99.2K +614 +14%
SDWMA
2338
Schneider Downs Wealth Management Advisors
Pennsylvania
$767K -$2.1K -13 -0.3%
ICM
2339
Islay Capital Management
Texas
$767K +$62K +384 +8%
KA
2340
Kercheville Advisors
Texas
$767K +$89.6K +555 +13%
KSWA
2341
Kathleen S. Wright Associates
Pennsylvania
$767K +$799K +4,949 New
FNBOH
2342
First National Bank of Hutchinson
Kansas
$765K +$8.88K +55 +1%
CPA
2343
Cardiff Park Advisors
California
$765K +$798K +4,939 New
AWA
2344
AmeriServ Wealth Advisors
Pennsylvania
$764K -$20.2K -125 -2%
CBFP
2345
Cedar Brook Financial Partners
Ohio
$762K -$19.4K -120 -2%
FI
2346
Fosun International
China
$760K – – –
PCFFS
2347
Pacific Center for Financial Services
California
$757K +$808 +5 +0.1%
PSF
2348
Pacific Sun Financial
California
$754K +$138K +853 +21%
CWG
2349
Cornerstone Wealth Group
North Carolina
$752K +$74.6K +462 +11%
KCM
2350
KRS Capital Management
Michigan
$752K +$785K +4,861 New
92 93
94
95 96