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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1351
Copeland Capital Management
Pennsylvania
$21K – – –
GAM
1352
Gemmer Asset Management
California
$21K – – –
MA
1353
Montag & Associates
Georgia
$21K – – –
RG
1354
Retirement Group
California
$21K +$19.4K +60 New
TSWM
1355
Tyler-Stone Wealth Management
Ohio
$21K +$19.8K +61 New
DHGWA
1356
Dixon Hughes Goodman Wealth Advisors
North Carolina
$21K +$20.1K +62 New
SWM
1357
Sugarloaf Wealth Management
Georgia
$20K – – –
HCP
1358
Hexagon Capital Partners
Arkansas
$19K – – –
NSIM
1359
North Star Investment Management
Illinois
$19K +$324 +1 +2%
JFGIW
1360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$2.92K +9 +20%
SC
1361
Sierra Capital
Florida
$19K +$16.2K +50 +1,000%
SFO
1362
Standard Family Office
South Dakota
$19K +$17.8K +55 New
IFAM
1363
Institutional & Family Asset Management
Colorado
$18K – – –
SC
1364
Solstein Capital
California
$17K -$45.4K -140 -74%
MFM
1365
MD Financial Management
Ontario, Canada
$17K – – –
CAL
1366
Capital Analysts LLC
Pennsylvania
$17K +$15.6K +48 New
RIM
1367
Rockbridge Investment Management
New York
$15K – – –
TCWA
1368
Ten Capital Wealth Advisors
Washington
$15K – – –
AFG
1369
Albion Financial Group
Utah
$14K – – –
LWP
1370
Laurel Wealth Planning
Minnesota
$14K – – –
DWA
1371
Delos Wealth Advisors
Texas
$14K +$12.6K +39 New
CWM
1372
Curi Wealth Management
North Carolina
$14K +$13.6K +42 New
AAP
1373
Arax Advisory Partners
Colorado
$13K +$2.59K +8 +27%
WWMSC
1374
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$12K +37 New
FEG
1375
Financial Enhancement Group
Indiana
$12K – – –
53 54
55
56 57