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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
3126
Estabrook Capital Management
New York
$270K – – –
JFG
3127
JMG Financial Group
Illinois
$270K -$428K -3,540 -64%
BRA
3128
Biechele Royce Advisors
Indiana
$270K +$237K +1,960 New
LFS
3129
Legacy Financial Strategies
Kansas
$270K +$237K +1,960 New
RPG
3130
Resource Planning Group
Georgia
$270K +$237K +1,960 New
SPC
3131
Stewart & Patten Company
California
$270K +$237K +1,960 New
TPW
3132
TL Private Wealth
Texas
$269K – – –
CWM
3133
Cedar Wealth Management
California
$268K -$24.2K -200 -9%
VRM
3134
Vectors Research Management
New York
$268K +$24.2K +200 +11%
TCM
3135
Tandem Capital Management
New Jersey
$268K +$234K +1,940 New
ACA
3136
Ascension Capital Advisors
Texas
$265K +$232K +1,920 New
HP
3137
HT Partners
Connecticut
$262K +$229K +1,900 New
SMG
3138
Smart Money Group
Texas
$262K +$229K +1,900 New
WC
3139
Westhampton Capital
North Carolina
$262K +$229K +1,900 New
BC
3140
Barnett & Company
Tennessee
$259K -$24.2K -200 -10%
BCM
3141
BTR Capital Management
California
$259K +$227K +1,880 New
SFA
3142
Stewardship Financial Advisors
Georgia
$259K +$227K +1,880 New
TC
3143
Trilogy Capital
California
$256K +$193K +1,600 New
RCM
3144
Radnor Capital Management
Pennsylvania
$256K +$215K +1,780 New
PWM
3145
Paulson Wealth Management
Illinois
$254K +$2.42K +20 +1%
SBF
3146
Sara-Bay Financial
Florida
$253K +$217K +1,800 New
PD
3147
Planning Directions
Pennsylvania
$251K -$1.18M -9,760 -84%
FSCM
3148
Front Street Capital Management
Montana
$251K +$220K +1,820 New
KLI
3149
Kelman-Lazarov Inc
Tennessee
$251K +$220K +1,820 New
PL
3150
Parthenon LLC
Kentucky
$248K +$217K +1,800 New
124 125
126
127 128