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Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
1551
Masso Torrence Wealth Management
New Jersey
$359K – – –
OBWG
1552
Onyx Bridge Wealth Group
New York
$358K -$118K -587 -20%
WF
1553
Welch & Forbes
Massachusetts
$358K +$9.23K +46 +3%
YIA
1554
YHB Investment Advisors
Connecticut
$357K -$36.3K -181 -9%
JF
1555
Jump Financial
Illinois
$357K +$163K +813 +78%
MCA
1556
MSH Capital Advisors
Arizona
$356K +$374K +1,861 New
CST
1557
Charles Schwab Trust
Nevada
$354K -$567K -2,826 -60%
ST
1558
Smithfield Trust
Pennsylvania
$354K -$307K -1,531 -45%
HI
1559
Hudock Inc
Pennsylvania
$354K -$57.6K -287 -13%
CMS
1560
Capital Market Strategies
Florida
$354K -$33.7K -168 -8%
EWM
1561
Executive Wealth Management
Michigan
$351K -$5.42K -27 -1%
MWM
1562
Minot Wealth Management
Massachusetts
$351K +$8.03K +40 +2%
PFG
1563
Pinnacle Financial Group
Illinois
$351K +$20.1K +100 +6%
PMG
1564
Private Management Group
California
$351K +$368K +1,834 New
IFA
1565
Index Fund Advisors
California
$350K -$55.2K -275 -13%
RHP
1566
Royal Harbor Partners
Texas
$350K – – –
EBSAM
1567
Eubel Brady & Suttman Asset Management
Ohio
$350K +$20.1K +100 +6%
AMCA
1568
Arthur M. Cohen & Associates
Illinois
$349K -$29.1K -145 -7%
RCG
1569
Regatta Capital Group
California
$349K +$2.01K +10 +0.6%
HFS
1570
HBC Financial Services
Washington
$348K -$114K -569 -21%
QCIG
1571
Quad-Cities Investment Group
Iowa
$346K +$17.9K +89 +5%
ASA
1572
Armstrong Shaw Associates
Connecticut
$345K – – –
NFGCM
1573
Norman Fields Gottscho Capital Management
New York
$345K – – –
AFPL
1574
Advus Financial Partners, LLC
Florida
$343K +$360K +1,793 New
VA
1575
Valmark Advisers
Ohio
$343K -$219K -1,093 -38%
61 62
63
64 65