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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2076
FCG Advisors
New Jersey
$492K -$26.2K -469 -5%
TC
2077
TwinBeech Capital
New York
$492K +$460K +8,219 New
OL
2078
Optas LLC
Texas
$490K +$458K +8,184 New
WIP
2079
Wellesley Investment Partners
Massachusetts
$488K -$134K -2,400 -23%
SFSIG
2080
San Francisco Sentry Investment Group
California
$484K -$137K -2,450 -23%
GAM
2081
Gould Asset Management
California
$483K -$64.4K -1,150 -12%
PMG
2082
ProVise Management Group
Florida
$483K +$79.7K +1,424 +21%
AF
2083
AtlasMark Financial
Texas
$483K – – –
HPIA
2084
Hamilton Point Investment Advisors
North Carolina
$482K -$22.4K -400 -5%
IGGA
2085
Iron Gate Global Advisors
Utah
$482K +$22.4K +400 +5%
APW
2086
Austin Private Wealth
Texas
$482K +$451K +8,056 New
SWMG
2087
Strategic Wealth Management Group
Maryland
$480K +$16.1K +287 +4%
PCP
2088
Proficio Capital Partners
Massachusetts
$480K +$127K +2,269 +39%
AAM
2089
AMI Asset Management
California
$479K – – –
CDIA
2090
Capital Directions Investment Advisors
Georgia
$479K – – –
DACG
2091
Donor Advised Charitable Giving
California
$479K +$44.8K +800 +11%
CAM
2092
Chesapeake Asset Management
New York
$478K – – –
DLG
2093
Daniel L. Goodwin
$478K +$56 +1 +0%
VFM
2094
Vivid Financial Management
California
$478K +$405K +7,236 New
SC
2095
Searle & Co
Connecticut
$477K -$9.29K -166 -2%
NFP
2096
Narus Financial Partners
Utah
$477K +$35.4K +632 +9%
AFA
2097
American Financial Advisors
Georgia
$474K +$1.12K +20 +0.2%
LGWM
2098
Litman Gregory Wealth Management
California
$474K +$442K +7,893 +23,918%
SFM
2099
Systematic Financial Management
New Jersey
$473K – – –
RWM
2100
RKL Wealth Management
Pennsylvania
$471K -$72.4K -1,294 -14%
82 83
84
85 86