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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2651
AllSquare Wealth Management
New York
$223K – – –
MAM
2652
McLean Asset Management
Virginia
$223K +$199K +1,749 New
FSG
2653
Financial Strategies Group
Michigan
$223K +$215K +1,897 New
MF
2654
Manchester Financial
California
$223K +$215K +1,897 New
MAC
2655
Mason & Associates (California)
California
$223K +$216K +1,903 New
BI
2656
Ballast Inc
Kentucky
$223K +$217K +1,907 New
AFS
2657
AFG Fiduciary Services
Massachusetts
$222K +$215K +1,894 New
AL
2658
ADE LLC
Maryland
$221K – – –
BFAG
2659
Blackston Financial Advisory Group
Florida
$221K +$214K +1,883 New
RMCM
2660
Reynders McVeigh Capital Management
Massachusetts
$220K +$213K +1,873 New
FIM
2661
Fernwood Investment Management
Massachusetts
$220K +$213K +1,876 New
ME
2662
McIlrath & Eck
Washington
$219K +$76.6K +674 +56%
MA
2663
Mezzasalma Advisors
New Jersey
$219K +$212K +1,862 New
BAM
2664
Bruderman Asset Management
New York
$219K +$212K +1,863 New
PHIC
2665
Pine Haven Investment Counsel
Massachusetts
$219K +$212K +1,867 New
GCA
2666
Genesee Capital Advisors
New York
$219K +$212K +1,868 New
1W
2667
1776 Wealth
Georgia
$217K -$14.3K -126 -6%
MAM
2668
McCarthy Asset Management
California
$217K -$9.77K -86 -4%
HA
2669
Hofer & Associates
California
$217K +$210K +1,852 New
KFS
2670
Kelly Financial Services
Massachusetts
$216K +$3.75K +33 +2%
OPWM
2671
Oxinas Partners Wealth Management
Indiana
$216K -$215K -1,893 -51%
AIA
2672
AIMZ Investment Advisors
California
$216K +$209K +1,838 New
CIC
2673
Cornercap Investment Counsel
Georgia
$215K -$68.5K -603 -25%
ACP
2674
Arcus Capital Partners
Georgia
$215K +$208K +1,830 New
SFC
2675
SYM Financial Corp
Indiana
$215K +$208K +1,833 New
105 106
107
108 109