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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Laraway Financial Advisors
Minnesota
$226K -$22.8K -100 -8%
HIS
2077
Horizon Investment Services
Indiana
$226K – – –
FCCM
2078
First City Capital Management
Georgia
$226K -$56.9K -250 -18%
SPWM
2079
Spartan Planning & Wealth Management
North Carolina
$226K +$7.74K +34 +3%
SIC
2080
Sigma Investment Counselors
Michigan
$226K -$310K -1,360 -55%
WWM
2081
Walser Wealth Management
Florida
$224K -$62.4K -274 -20%
AU
2082
AlphaGrep UK
$223K -$152K -666 -37%
MIC
2083
Meridian Investment Counsel
California
$223K – – –
GA
2084
Goldstein Advisors
Wisconsin
$223K +$33K +145 +15%
DWM
2085
Dynasty Wealth Management
Florida
$223K +$255K +1,118 New
JCM
2086
Jacobsen Capital Management
Utah
$222K +$9.11K +40 +4%
SF
2087
Slagle Financial
Illinois
$222K +$17.1K +75 +7%
AF
2088
Affiance Financial
Minnesota
$222K – – –
TC
2089
TwinBeech Capital
New York
$222K +$254K +1,114 New
CAM
2090
Concorde Asset Management
Michigan
$222K -$95K -417 -27%
SDAM
2091
Shulman DeMeo Asset Management
New York
$221K – – –
ST
2092
Smithfield Trust
Pennsylvania
$221K – – –
ILI
2093
Invesco LLC (Illinois)
Illinois
$221K -$9.34K -41 -4%
LCM
2094
Leisure Capital Management
California
$220K – – –
GWM
2095
Greenwich Wealth Management
Connecticut
$220K +$1.82K +8 +0.7%
CT
2096
Colonial Trust
South Carolina
$219K -$13.9K -61 -5%
LF
2097
Lee Financial
Texas
$219K +$22.8K +100 +10%
RMC
2098
Resources Management Corp
Connecticut
$219K – – –
TWM
2099
Tolleson Wealth Management
Texas
$219K – – –
VCM
2100
Violich Capital Management
California
$219K – – –
82 83
84
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