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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
4001
Lewis Capital Management
California
$264K – – –
MUMSS
4002
Mitsubishi UFJ Morgan Stanley Securities
Japan
$261K -$93.5M -604,800 -100%
RPA
4003
Rock Point Advisors
Vermont
$261K -$27.8K -180 -10%
HIC
4004
Harvey Investment Company
Kentucky
$261K – – –
HHAM
4005
HITE Hedge Asset Management
Massachusetts
$261K – – –
MPCL
4006
My Personal CFO LLC
Washington
$261K +$247K +1,600 New
FPIS
4007
Financial Planning & Information Services
Wisconsin
$260K +$247K +1,600 New
GWAG
4008
Garrett Wealth Advisory Group
Texas
$258K – – –
AFA
4009
Atlas Financial Advisors
California
$258K +$9.27K +60 +4%
RFG
4010
Range Financial Group
Oregon
$258K +$244K +1,580 New
RK
4011
Rather & Kittrell
Tennessee
$257K +$68K +440 +39%
EWM
4012
Endowment Wealth Management
Wisconsin
$254K – – –
IAMOG
4013
Investors Asset Management of Georgia
Georgia
$254K – – –
GPA
4014
Guidance Point Advisors
Massachusetts
$254K +$34K +220 +16%
KFA
4015
Krane Funds Advisors
New York
$254K +$170K +1,100 +239%
ATIA
4016
American Trust Investment Advisors
New Hampshire
$251K +$15.5K +100 +7%
FF
4017
Friedenthal Financial
New Jersey
$248K -$83.4K -540 -26%
CWA
4018
Carolina Wealth Advisors
South Carolina
$248K – – –
FWA
4019
FSC Wealth Advisors
New York
$248K – – –
THWM
4020
Taylor Hoffman Wealth Management
Virginia
$248K – – –
HRC
4021
Hoertkorn Richard Charles
$245K +$77.3K +500 +50%
SC
4022
Stephens Consulting
Michigan
$244K -$15.5K -100 -6%
MFS
4023
Mirabella Financial Services
United Kingdom
$244K -$3.78M -24,440 -94%
SPA
4024
Sentinel Pension Advisors
Massachusetts
$244K -$334K -2,160 -59%
ACM
4025
Argyle Capital Management
Pennsylvania
$244K – – –
159 160
161
162 163