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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2151
First Business Financial Services
Wisconsin
$757K -$27K -952 -4%
CWM
2152
Connecticut Wealth Management
Connecticut
$756K +$28K +988 +4%
HIC
2153
Holderness Investments Company
North Carolina
$755K +$74.3K +2,620 +11%
FA
2154
Fortis Advisors
Pennsylvania
$755K +$739K +26,080 New
DLHL
2155
Donald L. Hagan LLC
Florida
$753K -$11.3K -400 -2%
HCM
2156
Harvest Capital Management
New Hampshire
$750K – – –
AC
2157
Addison Capital
Pennsylvania
$749K – – –
FFWA
2158
FRG Family Wealth Advisors
Washington
$746K +$371K +13,088 +15%
CCM
2159
Carlson Capital Management
Minnesota
$744K +$59.2K +2,088 +9%
FI
2160
FormulaFolio Investments
Michigan
$742K -$62.3K -2,196 -8%
AWM
2161
Affinity Wealth Management
Delaware
$740K -$100K -3,540 -12%
JT
2162
Jump Trading
Illinois
$739K +$1.36K +48 +0.2%
ACM
2163
AUA Capital Management
Pennsylvania
$738K +$723K +25,496 New
TSS
2164
Two Sigma Securities
New York
$733K -$1.07M -37,800 -60%
CT
2165
Clearstead Trust
Maine
$725K +$704K +24,820 New
BF
2166
Blankinship & Foster
California
$725K +$710K +25,052 New
SFS
2167
Summit Financial Strategies
Ohio
$721K -$34K -1,200 -5%
PHIMC
2168
Private Harbour Investment Management & Counsel
Ohio
$720K -$83.7K -2,952 -11%
VIM
2169
Veritas Investment Management
United Kingdom
$720K +$69.2K +2,440 +11%
CIP
2170
Capital Insight Partners
Arizona
$718K +$33.8K +1,192 +5%
HK
2171
Horizon Kinetics
New York
$701K -$3.74K -132 -0.5%
NAM
2172
Needelman Asset Management
California
$700K -$1.7K -60 -0.2%
BW
2173
Biegel & Waller
Maryland
$700K +$653K +23,040 New
CAL
2174
Capital Advisors Ltd
Ohio
$698K +$416K +14,672 +156%
LWA
2175
Lenox Wealth Advisors
New York
$695K -$1.13M -40,020 -62%
85 86
87
88 89