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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
3626
Wintrust Investments
Illinois
$210K – – –
AA
3627
Aufman Associates
Pennsylvania
$209K -$12.8K -80 -6%
LSWM
3628
Lorne Steinberg Wealth Management
Canada
$209K +$204K +1,280 New
CIM
3629
Confluence Investment Management
Missouri
$208K -$128K -800 -38%
SFS
3630
Searcy Financial Services
Kansas
$208K – – –
MFM
3631
Mirsky Financial Management
New York
$208K +$204K +1,280 New
WFA
3632
Wipfli Financial Advisors
Wisconsin
$205K +$201K +1,260 New
SPA
3633
Sentinel Pension Advisors
Massachusetts
$205K -$313K -1,960 -61%
ST
3634
Sageworth Trust
Pennsylvania
$202K +$92.6K +580 +88%
DSN
3635
D. Scott Neal
Kentucky
$202K +$198K +1,240 New
VCM
3636
Versant Capital Management
Arizona
$198K -$51.1K -320 -21%
HWM
3637
Holloway Wealth Management
Florida
$195K – – –
SC
3638
Sawyer & Company
Massachusetts
$189K – – –
BCM
3639
Bourgeon Capital Management
Connecticut
$179K -$3.19K -20 -2%
LWA
3640
Lowe Wealth Advisors
Maryland
$166K -$63.8K -400 -28%
SIMG
3641
Stephens Investment Management Group
Texas
$163K – – –
RP
3642
Rowlandmiller & Partners
Georgia
$156K -$112K -700 -42%
HCM
3643
Horrell Capital Management
Arkansas
$156K – – –
NOI
3644
Newton One Investments
Delaware
$153K +$150K +940 New
TCM
3645
TD Capital Management
Tennessee
$150K +$3.19K +20 +2%
CMA
3646
Cedar Mountain Advisors
Oregon
$147K – – –
CA
3647
Centerpoint Advisors
Massachusetts
$147K – – –
HCL
3648
Heard Capital LLC
Illinois
$146K – – –
PS
3649
Planned Solutions
California
$143K – – –
DTIM
3650
Danda Trouve Investment Management
Kansas
$140K -$38.3K -240 -22%
144 145
146
147 148