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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2151
Kowal Investment Group
Wisconsin
$641K +$73.5K +1,286 +15%
GD
2152
Grandfield & Dodd
New York
$640K -$17.4K -305 -3%
OCG
2153
Opus Capital Group
Ohio
$639K +$286 +5 +0%
SFCL
2154
Strengthening Families & Communities LLC
Massachusetts
$639K +$577K +10,091 New
SPWM
2155
Schrum Private Wealth Management
Florida
$637K +$574K +10,050 New
SWA
2156
Sutton Wealth Advisors
Florida
$636K +$26.9K +471 +5%
SCM
2157
Southport Capital Management
Tennessee
$636K -$85.2K -1,491 -13%
BAM
2158
Blueshift Asset Management
New Jersey
$635K -$1.64M -28,718 -74%
ECM
2159
EagleClaw Capital Management
Massachusetts
$635K -$57.1K -1,000 -9%
HFAS
2160
Hummer Financial Advisory Services
Illinois
$635K – – –
CA
2161
Cortland Associates
Missouri
$634K +$8.11K +142 +1%
GFP
2162
Gryphon Financial Partners
Ohio
$634K +$63.5K +1,112 +13%
CWM
2163
Chemistry Wealth Management
New York
$634K +$572K +10,012 New
NLP
2164
Next Level Private
New York
$634K +$572K +10,012 New
PTP
2165
Platform Technology Partners
New York
$633K +$3.43K +60 +0.6%
AIL
2166
AGF Investments LLC
Ontario, Canada
$632K -$69.4K -1,215 -11%
KA
2167
Kozak & Associates
Colorado
$632K +$16.8K +294 +3%
PIM
2168
Profit Investment Management
Maryland
$631K -$62.8K -1,100 -10%
CFS
2169
CRA Financial Services
New Jersey
$631K -$5.43K -95 -0.9%
BLC
2170
Brown, Lisle/Cummings
Rhode Island
$630K +$568K +9,937 New
FANJ
2171
Financial Architects (New Jersey)
New Jersey
$627K -$7.31K -128 -1%
AIA
2172
Arbor Investment Advisors
North Carolina
$627K +$400 +7 +0.1%
SIG
2173
Sargent Investment Group
Maryland
$627K +$66.3K +1,160 +13%
RMAM
2174
Raab & Moskowitz Asset Management
New Jersey
$626K +$27K +473 +5%
ICP
2175
Interchange Capital Partners
Pennsylvania
$626K +$131K +2,298 +30%
85 86
87
88 89