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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1226
Holistic Planning
Texas
$103K +$101K +10,300 New
NI
1227
Natural Investments
California
$103K +$101K +10,333 New
JWM
1228
Jessup Wealth Management
Ohio
$103K +$2.05K +210 +2%
YIM
1229
Yoffe Investment Management
Pennsylvania
$103K – – –
VA
1230
Valmark Advisers
Ohio
$102K +$459 +47 +0.5%
JWM
1231
JDH Wealth Management
California
$102K -$3.09K -316 -3%
BI
1232
Bolthouse Investments
California
$102K – – –
EFM
1233
E Fund Management
China
$102K – – –
SWM
1234
Segment Wealth Management
Texas
$102K – – –
TA
1235
TruWealth Advisors
Louisiana
$102K -$12.7K -1,301 -11%
VA
1236
VestGen Advisors
Illinois
$102K +$99.1K +10,150 New
HC
1237
Hourglass Capital
Texas
$102K -$977 -100 -1%
IF
1238
Intrua Financial
Texas
$101K -$65.6K -6,718 -40%
VC
1239
Vicus Capital
Pennsylvania
$101K -$15K -1,536 -13%
EW
1240
Evoke Wealth
California
$101K -$11.5K -1,182 -11%
WWC
1241
Waypoint Wealth Counsel
Georgia
$100K +$97.8K +10,016 New
FPWM
1242
FSB Premier Wealth Management
Iowa
$100K -$4.06K -416 -4%
LNWTC
1243
Laird Norton Wetherby Trust Company
Washington
$100K -$137K -14,000 -58%
HPC
1244
HM Payson & Co
Maine
$100K -$36.1K -3,700 -27%
VC
1245
Vestor Capital
Illinois
$100K -$430 -44 -0.4%
SIS
1246
Strategic Investment Solutions
Illinois
$99.9K -$16.5K -1,687 -14%
FMN
1247
Financial Management Network
California
$98.6K +$104K +10,675 New
GEA
1248
Glen Eagle Advisors
New Jersey
$97.3K +$23.6K +2,416 +33%
PIS
1249
POM Investment Strategies
North Carolina
$96.3K +$24.4K +2,500 +35%
BBHC
1250
Brown Brothers Harriman & Co
New York
$93.2K +$293 +30 +0.3%
48 49
50
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