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Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2676
Legacy Financial Strategies
Kansas
$259K -$110K -1,203 -30%
PCFFS
2677
Pacific Center for Financial Services
California
$258K – – –
TC
2678
Trilogy Capital
California
$254K +$34K +372 +15%
FPIS
2679
Financial Planning & Information Services
Wisconsin
$251K – – –
RIS
2680
Retirement Income Solutions
Michigan
$250K -$56.2K -615 -18%
OA
2681
Opes Advisors
California
$250K -$26K -284 -9%
BJ
2682
Brouwer & Janachowski
California
$250K -$4.39K -48 -2%
SPI
2683
Santori & Peters Inc
Pennsylvania
$249K -$22.2K -243 -8%
CM
2684
Capital Management
Virginia
$246K -$31.9K -349 -11%
JGC
2685
J. Goldman & Co
New York
$246K +$246K +2,695 New
RI
2686
Ridgewood Investments
New Jersey
$245K +$2.83K +31 +1%
PA
2687
Prism Advisors
California
$242K – – –
RWMH
2688
Riverpoint Wealth Management Holdings
Illinois
$241K +$241K +2,637 New
CG
2689
CFO4Life Group
Texas
$239K -$20.7K -226 -8%
KIA
2690
Kopp Investment Advisors
Minnesota
$239K +$10.5K +115 +5%
PFO
2691
Pathstone Family Office
New Jersey
$239K +$111K +1,214 +87%
DK
2692
Darrell & King
Virginia
$238K – – –
RMC
2693
Regis Management Company
California
$235K – – –
GIM
2694
Greylin Investment Management
Virginia
$234K – – –
HCM
2695
Horrell Capital Management
Arkansas
$229K – – –
KI
2696
Koch Industries
Kansas
$227K -$192K -2,099 -46%
TIM
2697
Total Investment Management
Arizona
$227K +$732 +8 +0.3%
SCM
2698
Shapiro Capital Management
Georgia
$226K -$18K -197 -7%
JA
2699
JVL Associates
Michigan
$225K – – –
MAM
2700
Marquette Asset Management
Minnesota
$225K – – –
106 107
108
109 110