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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3151
Sowa Financial Group
Rhode Island
$243K +$24.2K +200 +13%
FAN
3152
Financial Advisors Network
California
$240K +$210K +1,740 New
KAH
3153
Kathryn A. Hall
$240K +$210K +1,740 New
RIM
3154
Reliant Investment Management
Tennessee
$240K +$210K +1,740 New
BHWM
3155
Bay Harbor Wealth Management
Maryland
$237K +$14.5K +120 +8%
AIM
3156
Aurora Investment Managers
Florida
$237K +$208K +1,720 New
IAM
3157
Iridian Asset Management
Connecticut
$237K +$208K +1,720 New
PPSG
3158
Princeton Portfolio Strategies Group
New Jersey
$237K +$208K +1,720 New
RA
3159
Riversedge Advisors
Delaware
$237K +$208K +1,720 New
THWM
3160
Taylor Hoffman Wealth Management
Virginia
$237K +$208K +1,720 New
NEPPG
3161
New England Professional Planning Group
Rhode Island
$236K +$181K +1,500 New
SAM
3162
S.A. Mason
Michigan
$234K -$12.1K -100 -6%
SC
3163
Soundwatch Capital
Connecticut
$231K +$232K +1,920 New
CIM
3164
Confluence Investment Management
Missouri
$229K +$200K +1,660 New
HI
3165
Hendershot Investments
Virginia
$229K +$200K +1,660 New
MPIA
3166
Mountain Pacific Investment Advisers
Idaho
$229K +$200K +1,660 New
MAS
3167
Madden Advisory Services
Florida
$228K +$200K +1,660 New
KFS
3168
Kelly Financial Services
Massachusetts
$226K +$16.9K +140 +9%
OFG
3169
Omega Financial Group
California
$226K +$198K +1,640 New
RWRC
3170
R.W. Roge & Company
New York
$226K +$198K +1,640 New
SHJ
3171
Sharkey, Howes & Javer
Colorado
$226K +$198K +1,640 New
TIA
3172
Tandem Investment Advisors
South Carolina
$226K +$198K +1,640 New
AC
3173
AlphaCore Capital
California
$224K -$208K -1,720 -51%
MAM
3174
Marquette Asset Management
Minnesota
$223K +$12.1K +100 +7%
ACM
3175
Ativo Capital Management
Illinois
$223K +$196K +1,620 New
125 126
127
128 129