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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
5251
Financial Connections Group
California
$349K -$23.5K -104 -6%
CC
5252
Cypress Capital
Tennessee
$349K +$14.9K +66 +4%
BAMG
5253
Brand Asset Management Group
Missouri
$347K +$14.3K +63 +4%
BI
5254
BFI Infinity
Switzerland
$346K -$26.3K -116 -7%
HIC
5255
Harvey Investment Company
Kentucky
$345K – – –
HP
5256
Haven Private
Florida
$344K -$850K -3,756 -71%
HKAM
5257
Horizon Kinetics Asset Management
New York
$344K -$15.4K -68 -4%
MPCL
5258
My Personal CFO LLC
Washington
$342K -$406K -1,795 -54%
FWMP
5259
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$342K – – –
MFG
5260
Mann Financial Group
Minnesota
$341K +$351K +1,551 New
HFO
5261
Heritage Family Offices
Arizona
$340K -$21.7K -96 -6%
ICCON
5262
Investment Counsel Company of Nevada
Nevada
$339K – – –
FPW
5263
Flagship Private Wealth
Massachusetts
$338K -$42.6K -188 -11%
BCM
5264
Brookmont Capital Management
Texas
$338K +$53.4K +236 +18%
DEM
5265
Disciplined Equity Management
Florida
$338K -$90.5K -400 -21%
PFA
5266
Providence Financial Advisors
Kansas
$338K +$348K +1,539 New
CPCP
5267
Cedar Point Capital Partners
Iowa
$334K -$23.8K -105 -6%
AWA
5268
American Wealth Advisors
Georgia
$334K +$344K +1,520 New
CIEP
5269
Constellation Investimentos e Participacoes
Brazil
$334K +$344K +1,519 New
SP
5270
Sherman Porfolios
Idaho
$333K -$561K -2,480 -62%
LEFP
5271
Leading Edge Financial Planning
Tennessee
$333K -$6.34K -28 -2%
AMIM
5272
Aull & Monroe Investment Management
Alabama
$333K -$27.2K -120 -7%
GPA
5273
Guidance Point Advisors
Massachusetts
$332K -$41.9K -185 -11%
MAM
5274
Milestone Asset Management
Pennsylvania
$332K +$4.07K +18 +1%
HFA
5275
Harbert Fund Advisors
Alabama
$331K – – –
209 210
211
212 213