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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
3176
Vista Investment Management
Pennsylvania
$293K -$123K -780 -30%
SFA
3177
Stewardship Financial Advisors
Georgia
$293K -$3.15K -20 -1%
BHWM
3178
Bay Harbor Wealth Management
Maryland
$293K +$22.1K +140 +8%
BWA
3179
BlueSky Wealth Advisors
North Carolina
$289K -$63.1K -400 -19%
HC
3180
HNP Capital
New York
$288K -$31.5K -200 -10%
PRC
3181
Pearl River Capital
Michigan
$287K -$2.32M -14,720 -89%
JFG
3182
JMG Financial Group
Illinois
$284K -$25.2K -160 -8%
KLI
3183
Kelman-Lazarov Inc
Tennessee
$283K -$3.15K -20 -1%
PL
3184
Parthenon LLC
Kentucky
$283K – – –
RWRC
3185
R.W. Roge & Company
New York
$282K – – –
SCA
3186
Sippican Capital Advisors
Massachusetts
$280K -$37.8K -240 -12%
RCM
3187
Radnor Capital Management
Pennsylvania
$280K – – –
TWP
3188
Tempus Wealth Planning
California
$277K -$94.6K -600 -25%
VRM
3189
Vectors Research Management
New York
$277K -$28.4K -180 -9%
SFG
3190
Sowa Financial Group
Rhode Island
$277K – – –
KAH
3191
Kathryn A. Hall
$274K – – –
RPA
3192
Rock Point Advisors
Vermont
$274K +$34.7K +220 +14%
VV
3193
Verity & Verity
South Carolina
$272K +$47.3K +300 +21%
RIM
3194
Reliant Investment Management
Tennessee
$271K -$3.15K -20 -1%
PPSG
3195
Princeton Portfolio Strategies Group
New Jersey
$271K – – –
RA
3196
Riversedge Advisors
Delaware
$271K – – –
AAM
3197
Augustine Asset Management
Florida
$268K +$28.4K +180 +12%
OFG
3198
Omega Financial Group
California
$258K – – –
GG
3199
Gleason Group
Kentucky
$258K +$12.6K +80 +5%
KFS
3200
Kelly Financial Services
Massachusetts
$255K -$3.15K -20 -1%
126 127
128
129 130