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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1851
Pointe Capital Management
Michigan
$390K – – –
CBFP
1852
Cedar Brook Financial Partners
Ohio
$390K +$22.7K +216 +6%
A
1853
Astrantus
Cyprus
$388K -$1.1M -10,464 -73%
I2I
1854
Insight 2811 Inc
Illinois
$388K -$190K -1,806 -32%
FWM
1855
Finer Wealth Management
Massachusetts
$388K -$16.1K -153 -4%
WAS
1856
Wealth Advisory Solutions
Indiana
$388K +$402K +3,830 New
LFA
1857
Landmark Financial Advisors
Kentucky
$387K +$10.5K +100 +3%
OPPTF
1858
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387K +$28.4K +270 +8%
RFN
1859
Redwood Financial Network
Ohio
$387K +$402K +3,828 New
RVPG
1860
Relative Value Partners Group
$386K +$400K +3,810 New
PAG
1861
Powers Advisory Group
Illinois
$385K +$1.47K +14 +0.4%
ECG
1862
Edge Capital Group
Georgia
$384K -$12.6K -120 -3%
GA
1863
Geller Advisors
New York
$384K -$10.4K -99 -3%
SIC
1864
Sterling Investment Counsel
New York
$384K +$398K +3,793 New
RIA
1865
Realta Investment Advisors
Delaware
$383K -$167K -1,590 -30%
HI
1866
Hoey Investments
Pennsylvania
$382K +$396K +3,772 New
AIA
1867
Angeles Investment Advisors
California
$381K -$181K -1,722 -31%
SFBLI
1868
Southern Farm Bureau Life Insurance
Mississippi
$380K – – –
FNT
1869
First National Trust
Pennsylvania
$380K +$80.5K +766 +26%
SFA
1870
Semmax Financial Advisors
North Carolina
$379K -$24.1K -229 -6%
CWM
1871
Chesapeake Wealth Management
Virginia
$378K +$2.94K +28 +0.8%
PMFA
1872
Plante Moran Financial Advisors
Michigan
$377K -$20.9K -199 -5%
MCWS
1873
McKinley Carter Wealth Services
West Virginia
$376K -$21K -200 -5%
MA
1874
MJP Associates
Connecticut
$376K +$390K +3,711 New
NW
1875
NewEdge Wealth
Pennsylvania
$375K +$67.2K +640 +21%
73 74
75
76 77