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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1476
Aspen Investment Management
Michigan
$396K +$7.31K +62 +2%
WA
1477
Wealth Architects
California
$396K -$6.13K -52 -2%
KCFA
1478
Key Client Fiduciary Advisors
New Jersey
$395K -$77K -653 -19%
WFI
1479
West Family Investments
California
$393K +$5.77K +49 +2%
QWM
1480
Quadcap Wealth Management
Texas
$392K +$24.5K +208 +8%
CW
1481
Connectus Wealth
Ohio
$392K +$48K +407 +17%
CBT
1482
CoreFirst Bank & Trust
Kansas
$391K -$2.36K -20 -0.7%
CF
1483
Centaurus Financial
California
$390K -$5.54K -47 -2%
SFG
1484
Summit Financial Group
West Virginia
$390K – – –
VAMG
1485
Voisard Asset Management Group
Michigan
$389K -$22.2K -188 -6%
MIM
1486
Montgomery Investment Management
Maryland
$388K -$4.13K -35 -1%
TLFA
1487
True Link Financial Advisors
California
$388K -$4.24K -36 -1%
BFA
1488
Bill Few Associates
Pennsylvania
$387K +$11K +93 +3%
HIA
1489
Harbor Investment Advisory
Maryland
$387K +$13.2K +112 +4%
EIA
1490
Eldridge Investment Advisors
New Hampshire
$387K – – –
FWP
1491
FAS Wealth Partners
Kansas
$387K +$236 +2 +0.1%
EWA
1492
Exencial Wealth Advisors
Oklahoma
$386K -$6.25K -53 -2%
HFM
1493
Hartford Financial Management
Connecticut
$385K – – –
BWM
1494
BCS Wealth Management
Tennessee
$385K -$3.89K -33 -1%
HB
1495
HTLF Bank
Colorado
$384K -$116K -981 -26%
MMA
1496
Miracle Mile Advisors
California
$383K +$20K +170 +7%
CMP
1497
Courage Miller Partners
Virginia
$383K +$322K +2,732 New
MAM
1498
MMA Asset Management
Pennsylvania
$383K – – –
RPC
1499
Rossmore Private Capital
Connecticut
$382K – – –
RZH
1500
Relyea Zuckerberg Hanson
Connecticut
$382K +$12.4K +105 +4%
58 59
60
61 62