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Name Holding Trade Value Shares
Change 		Change in
Stake
DM
3201
Deerfield Management
New York
$244K +$249K +1,559 New
MCM
3202
Mitchell Capital Management
Kansas
$244K +$248K +1,558 New
AFP
3203
Alpha Financial Partners
Kentucky
$244K +$7.65K +48 +3%
PM
3204
Penbrook Management
New York
$243K -$27.9K -175 -10%
SHJ
3205
Sharkey, Howes & Javer
Colorado
$243K – – –
LFG
3206
Leverty Financial Group
Wisconsin
$243K – – –
FFA
3207
Fragasso Financial Advisors
Pennsylvania
$243K +$23K +144 +10%
BBA
3208
Braun-Bostich & Associates
Pennsylvania
$243K -$20.9K -131 -8%
CCC
3209
Chesapeake Capital Corp
Florida
$243K +$248K +1,553 New
SCM
3210
Sage Capital Management
New Jersey
$242K – – –
SGC
3211
Slocum, Gordon & Co
Rhode Island
$242K – – –
CAAM
3212
Cornerstone Advisors Asset Management
Pennsylvania
$241K – – –
CIS
3213
Continental Investors Services
Washington
$241K +$957 +6 +0.4%
OCPWS
3214
One Charles Private Wealth Services
Massachusetts
$240K – – –
CWA
3215
Cascade Wealth Advisors
Washington
$240K – – –
BMCM
3216
Burns Matteson Capital Management
New York
$239K -$3.03K -19 -1%
UWPG
3217
Ullmann Wealth Partners Group
Florida
$239K +$2.55K +16 +1%
RMCM
3218
Reynders McVeigh Capital Management
Massachusetts
$238K +$242K +1,520 New
GWA
3219
GGM Wealth Advisors
Maryland
$238K +$159 +1 +0.1%
VF
3220
VitalStone Financial
Texas
$237K -$2.55K -16 -1%
HA
3221
Hofer & Associates
California
$237K +$13.7K +86 +6%
MWM
3222
Meritas Wealth Management
California
$236K +$24.6K +154 +11%
ZIMP
3223
Zimmermann Investment Management & Planning
Pennsylvania
$235K -$60.4K -379 -20%
SFPG
3224
Stonebridge Financial Planning Group
Florida
$235K +$240K +1,504 New
FPIS
3225
Financial Planning & Information Services
Wisconsin
$235K – – –
127 128
129
130 131