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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2501
Jentner Corp
Ohio
$208K +$188K +4,014 New
DC
2502
Defender Capital
North Carolina
$208K +$189K +4,016 New
MAS
2503
Managed Account Services
Florida
$208K +$189K +4,018 New
ZCA
2504
Zeke Capital Advisors
Pennsylvania
$207K -$188K -4,008 -50%
OPOWM
2505
One Plus One Wealth Management
Florida
$207K +$188K +4,002 New
SOW
2506
State of Wyoming
Wyoming
$207K +$188K +4,006 New
HFA
2507
Hoover Financial Advisors
Pennsylvania
$206K -$17.4K -370 -9%
PWMG
2508
Prestige Wealth Management Group
New Jersey
$205K -$939 -20 -0.5%
HP
2509
HT Partners
Connecticut
$205K +$186K +3,966 New
HGWM
2510
Horst & Graben Wealth Management
Oregon
$205K +$186K +3,967 New
MHR
2511
Matthew Hamilton Rosenberg
$204K -$1.46K -31 -0.8%
WW
2512
Waterfront Wealth
Kansas
$204K +$184K +3,930 New
IC
2513
Inverness Counsel
New York
$202K -$83.3K -1,774 -31%
JLBC
2514
J.L. Bainbridge & Co
Florida
$202K +$183K +3,898 New
SC
2515
Sierra Capital
Florida
$202K +$183K +3,900 New
HFBOT
2516
Home Federal Bank of Tennessee
Tennessee
$202K +$183K +3,903 New
EFL
2517
ERn Financial LLC
Wisconsin
$202K +$183K +3,906 New
AFS
2518
Axiom Financial Strategies
Indiana
$202K +$183K +3,907 New
FIM
2519
Fernwood Investment Management
Massachusetts
$202K +$184K +3,915 New
CAC
2520
Certified Advisory Corp
Florida
$200K +$181K +3,865 New
DE
2521
Day & Ennis
Georgia
$200K +$182K +3,868 New
CCM
2522
Condor Capital Management
New Jersey
$200K +$182K +3,870 New
MF
2523
Manchester Financial
California
$198K – – –
LAS
2524
Lloyd Advisory Services
Georgia
$197K -$13K -276 -7%
JIR
2525
James Investment Research
Ohio
$196K +$13.7K +291 +8%
99 100
101
102 103