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Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
2401
Asset Planning Services (Pennsylvania)
Pennsylvania
$845K -$310K -7,200 -26%
FI
2402
Fosun International
China
$839K – – –
OFG
2403
OmniStar Financial Group
North Carolina
$839K +$30.3K +704 +4%
JFGLC
2404
Johnson Financial Group LLC (Colorado)
Colorado
$838K -$184K -4,272 -18%
OCG
2405
Opus Capital Group
Ohio
$837K -$22.9K -532 -3%
RRWA
2406
Rainey & Randall Wealth Advisors
Florida
$837K +$4.3K +100 +0.5%
AIM
2407
Aspen Investment Management
Michigan
$835K +$30.1K +700 +4%
KA
2408
Kaizen Advisory
Illinois
$833K -$1.12M -26,028 -57%
FIG
2409
FundX Investment Group
California
$833K +$404K +9,376 +89%
WRM
2410
Weybosset Research & Management
Rhode Island
$830K -$8.61K -200 -1%
VIM
2411
Vista Investment Management
Pennsylvania
$830K +$48.2K +1,120 +6%
RB
2412
Rodgers Brothers
Pennsylvania
$830K +$108K +2,504 +14%
SIAS
2413
Shine Investment Advisory Services
Colorado
$828K -$78.3K -1,820 -8%
BIM
2414
Barton Investment Management
Pennsylvania
$828K – – –
CF
2415
Corrigan Financial
Rhode Island
$826K -$4.82K -112 -0.6%
BWM
2416
Biltmore Wealth Management
Arizona
$825K -$8.78K -204 -1%
RMC
2417
Regis Management Company
California
$825K – – –
SFPIA
2418
Stevens First Principles Investment Advisors
California
$820K -$659K -15,316 -44%
HPCM
2419
High Pointe Capital Management
Illinois
$819K -$3.44K -80 -0.4%
AJ
2420
Ashburton (Jersey)
Jersey
$818K – – –
GWA
2421
Guidant Wealth Advisors
Illinois
$813K +$9.13K +212 +1%
HIIFS
2422
Harel Insurance Investments & Financial Services
Israel
$812K -$245K -5,684 -23%
MAP
2423
Milestone Advisory Partners
North Carolina
$810K -$153K -3,564 -16%
LI
2424
Lafayette Investments
Maryland
$807K +$617K +14,332 +292%
GIM
2425
Greylin Investment Management
Virginia
$806K +$17.2K +400 +2%
95 96
97
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