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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2051
Chelsea Counsel Company
California
$428K -$1.22K -30 -0.4%
IAG
2052
Investment Advisory Group
Massachusetts
$425K -$12.8K -316 -4%
IIC
2053
Integrated Investment Consultants
Michigan
$423K -$10K -247 -3%
PFP
2054
Paragon Financial Partners
California
$422K +$406 +10 +0.1%
RIA
2055
Richwood Investment Advisors
Ohio
$422K -$24.4K -600 -7%
AF
2056
Affiance Financial
Minnesota
$421K +$19.8K +488 +6%
IBOK
2057
Independence Bank of Kentucky
Kentucky
$421K +$18.3K +451 +6%
CCM
2058
Cinctive Capital Management
New York
$421K +$340K +8,371 New
CFS
2059
CRA Financial Services
New Jersey
$421K -$21.5K -529 -6%
KFI
2060
Key Financial Inc
Pennsylvania
$419K -$3.49K -86 -1%
TCM
2061
Telos Capital Management
California
$419K +$9.22K +227 +3%
SCM
2062
Steele Capital Management
Iowa
$418K +$338K +8,309 New
TGAM
2063
TBH Global Asset Management
Tennessee
$417K -$30.5K -750 -8%
HGWM
2064
Horst & Graben Wealth Management
Oregon
$417K -$77K -1,896 -19%
SIC
2065
Sigma Investment Counselors
Michigan
$416K +$81 +2 +0%
GKWIM
2066
Gerber Kawasaki Wealth & Investment Management
California
$415K -$76.9K -1,894 -19%
SMWM
2067
Silvia McColl Wealth Management
California
$415K -$113K -2,778 -25%
FHC
2068
First Heartland Consultants
Missouri
$415K -$43.8K -1,078 -12%
PNAA
2069
Pictet North America Advisors
Switzerland
$413K – – –
BDFN
2070
Bond & Devick Financial Network
Minnesota
$413K – – –
KFC
2071
Klingenstein Fields & Co
New York
$413K -$25.2K -620 -7%
PFGIA
2072
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$11.2K +276 +3%
OFW
2073
Omnia Family Wealth
Florida
$411K – – –
VWA
2074
VERITY Wealth Advisors
United States
$409K -$10.2K -250 -3%
AFPL
2075
Advus Financial Partners, LLC
Florida
$408K -$13.5K -333 -4%
81 82
83
84 85