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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1926
PDS Planning
Ohio
$429K -$15.9K -633 -3%
BRA
1927
Bender Robert & Associates
California
$429K +$8.56K +341 +2%
JGUA
1928
John G. Ullman & Associates
New York
$429K +$97.6K +3,890 +28%
BCI
1929
Brinker Capital Investments
Pennsylvania
$426K +$70.1K +2,791 +19%
AWM
1930
Aries Wealth Management
Maine
$425K – – –
GKWIM
1931
Gerber Kawasaki Wealth & Investment Management
California
$425K +$66.6K +2,653 +18%
CFC
1932
Coyle Financial Counsel
Illinois
$425K +$439K +17,505 New
CYG
1933
Clean Yield Group
Vermont
$424K -$171K -6,816 -28%
QCI
1934
Quaker Capital Investments
Pennsylvania
$424K +$439K +17,474 New
MLIC
1935
Mandatum Life Insurance Company
Finland
$420K +$10.8K +432 +3%
HC
1936
Henshaw Capital
Massachusetts
$417K – – –
BFIC
1937
Bedell Frazier Investment Counselling
California
$417K -$22.4K -891 -5%
AWM
1938
Avior Wealth Management
Nebraska
$416K -$161K -6,412 -27%
PAS
1939
Professional Advisory Services
Florida
$416K -$9.96K -397 -2%
JIP
1940
Jaffetilchin Investment Partners
Florida
$414K -$803 -32 -0.2%
ACM
1941
Adalta Capital Management
New York
$414K +$19.4K +774 +5%
CFA
1942
Cahill Financial Advisors
Minnesota
$413K -$36K -1,433 -8%
BCWM
1943
Blue Chip Wealth Management
Florida
$412K +$3.11K +124 +0.7%
BRF
1944
B. Riley Financial
California
$412K +$46.2K +1,842 +12%
HCA
1945
Harbour Capital Advisors
Virginia
$408K -$33.7K -1,344 -7%
CFA
1946
Camarda Financial Advisors
Florida
$408K +$43.5K +1,733 +11%
SHA
1947
Seneca House Advisors
Virginia
$407K +$17.4K +693 +4%
TFA
1948
Transamerica Financial Advisors
Florida
$404K -$5.66M -225,365 -93%
BWA
1949
BDO Wealth Advisors
Florida
$404K +$35.5K +1,414 +9%
TCOO
1950
Trust Company of Oklahoma
Oklahoma
$404K -$6.85K -273 -2%
76 77
78
79 80