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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
5551
BCO Wealth Management
New Mexico
$204K +$201K +994 New
AWMS
5552
Advocacy Wealth Management Services
Georgia
$203K +$199K +987 New
MAP
5553
Managed Asset Portfolios
Michigan
$202K -$14.6M -72,107 -99%
SMFG
5554
Sumitomo Mitsui Financial Group
Japan
$196K +$142K +701 +255%
SWP
5555
SIMA Wealth Partners
Virginia
$192K – – –
RWA
5556
Redmont Wealth Advisors
Illinois
$188K +$185K +914 New
RCM
5557
Richardson Capital Management
Wisconsin
$182K -$166K -822 -48%
FAI
5558
Fiduciary Advisors Inc
Missouri
$167K +$202 +1 +0.1%
MAFA
5559
MJT & Associates Financial Advisory
Minnesota
$152K +$3.23K +16 +2%
NP
5560
Ninepoint Partners
Ontario, Canada
$151K -$793K -3,929 -84%
DRP
5561
Decker Retirement Planning
Utah
$150K -$11.1K -55 -7%
KFGG
5562
Keystone Financial Group (Georgia)
Georgia
$149K – – –
MCA
5563
Midwest Capital Advisors
Michigan
$145K – – –
DEM
5564
Disciplined Equity Management
Florida
$141K +$5.66K +28 +4%
MHIP
5565
Mountain Hill Investment Partners
New Jersey
$131K -$4.04K -20 -3%
SHM
5566
Sagard Holdings Management
Ontario, Canada
$121K +$119K +588 New
LA
5567
Legacy Advisors
Pennsylvania
$118K -$33.1M -164,113 -87%
PCM
5568
Perritt Capital Management
Illinois
$117K -$6.06K -30 -5%
HIA
5569
HFM Investment Advisors
New Jersey
$115K +$23.4K +116 +26%
HAI
5570
Hennessy Advisors Inc
California
$105K +$103K +511 New
EC
5571
Elequin Capital
New York
$104K -$55.3M -273,739 -100%
CI
5572
Cordant Inc
Oregon
$104K -$34.9K -173 -26%
CAM
5573
Clarity Asset Management
Iowa
$90.8K +$202 +1 +0.2%
MDCM
5574
Morgan Dempsey Capital Management
Wisconsin
$88.2K +$25.2K +125 +41%
WFG
5575
Wormser Freres Gestion
France
$82K -$5.13M -25,403 -98%
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