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Name Holding Trade Value Shares
Change 		Change in
Stake
DT
3476
Daniels + Tansey
Delaware
$348K +$58.6K +340 +19%
CCM
3477
Crew Capital Management
Ohio
$348K +$69K +400 +23%
PIA
3478
Powell Investment Advisors
Florida
$345K -$51.7K -300 -13%
AA
3479
AF Advisors
California
$345K – – –
MPIA
3480
Mountain Pacific Investment Advisers
Idaho
$345K – – –
LFS
3481
Legacy Financial Strategies
Kansas
$345K +$3.45K +20 +1%
SDAM
3482
Shulman DeMeo Asset Management
New York
$345K +$362K +2,100 New
NEGWA
3483
New England Guild Wealth Advisors
Connecticut
$342K -$51.7K -300 -13%
CP
3484
Coho Partners
Pennsylvania
$338K -$69K -400 -16%
BWG
3485
Beta Wealth Group
California
$338K – – –
EDRIA
3486
Edmonds Duncan Registered Investment Advisors
Kansas
$338K +$6.9K +40 +2%
DWM
3487
Defined Wealth Management
Oregon
$338K +$10.3K +60 +3%
FF
3488
Friedenthal Financial
New Jersey
$338K +$355K +2,060 New
AC
3489
AlphaCore Capital
California
$335K +$352K +2,040 New
JI
3490
Jeereddi Investments
California
$335K +$352K +2,040 New
HGWM
3491
Horst & Graben Wealth Management
Oregon
$332K – – –
ECM
3492
Empirical Capital Management
Tennessee
$329K -$14.8M -86,000 -98%
HI
3493
Humankind Investments
New York
$329K -$455K -2,640 -57%
LD
3494
Lipe & Dalton
New York
$329K -$6.9K -40 -2%
BEI
3495
Benjamin Edwards Inc
Missouri
$329K – – –
BOCM
3496
Bontempo Ohly Capital Management
Maryland
$329K – – –
OAM
3497
Oberweis Asset Management
Illinois
$329K – – –
PAMI
3498
Perseverance Asset Management International
Cayman Islands
$329K – – –
PGCM
3499
Prescott Group Capital Management
Oklahoma
$329K – – –
QC
3500
Quantedge Capital
Singapore
$329K – – –
138 139
140
141 142