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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2526
Security Financial Services
Indiana
$722K – – –
WCM
2527
Wealthcare Capital Management
Virginia
$721K +$88K +284 +16%
AIA
2528
Angeles Investment Advisors
California
$721K +$22.6K +73 +4%
UL
2529
Unionview LLC
Washington
$720K -$9.29K -30 -1%
HDIM
2530
Hanson & Doremus Investment Management
Vermont
$720K +$929 +3 +0.1%
DWM
2531
Defined Wealth Management
Oregon
$719K -$929 -3 -0.1%
SIG
2532
Spinnaker Investment Group
California
$719K – – –
HTIM
2533
Harbour Trust & Investment Management
Indiana
$718K +$642K +2,072 New
S
2534
Sachetta
Massachusetts
$718K +$641K +2,071 New
SHJ
2535
Sharkey, Howes & Javer
Colorado
$716K +$29.7K +96 +5%
VC
2536
Vicus Capital
Pennsylvania
$714K -$462K -1,492 -42%
BWM
2537
Blossom Wealth Management
California
$712K -$4.64K -15 -0.7%
LWAM
2538
Legacy Wealth Asset Management
Minnesota
$711K -$4.64K -15 -0.7%
JAM
2539
Jupiter Asset Management
United Kingdom
$709K -$477K -1,539 -43%
IIC
2540
Integrated Investment Consultants
Michigan
$709K +$3.1K +10 +0.5%
AF
2541
Aldebaran Financial
$709K -$32.5K -105 -5%
TFP
2542
Tilia Fiduciary Partners
North Carolina
$706K -$38.4K -124 -6%
MAG
2543
MRA Advisory Group
New Jersey
$706K -$56.1K -181 -8%
EGWAG
2544
Elwood & Goetz Wealth Advisory Group
Georgia
$705K +$96K +310 +18%
SC
2545
Saiph Capital
New Jersey
$704K -$14.9K -48 -2%
IRC
2546
Investors Research Corp
Georgia
$704K +$19.5K +63 +3%
SL
2547
Stevard LLC
Illinois
$704K – – –
KW
2548
KWB Wealth
California
$702K +$3.72K +12 +0.6%
T
2549
TOBAM
France
$701K +$299K +964 +91%
ITIM
2550
Indiana Trust & Investment Management
Indiana
$701K +$4.34K +14 +0.7%
100 101
102
103 104