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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1851
Old Point Trust & Financial Services N A
Virginia
$340K – – –
STA
1852
Summit Trail Advisors
New York
$340K +$156K +1,856 +79%
CNAM
1853
Campbell Newman Asset Management
Wisconsin
$338K -$9.34K -111 -2%
SBA
1854
Secrest Blakey & Associates
North Carolina
$337K -$5.3K -63 -1%
LB
1855
Leo Brokerage
Texas
$337K +$318K +3,776 New
VA
1856
Valmark Advisers
Ohio
$335K -$1.51K -18 -0.4%
AFP
1857
Ausdal Financial Partners
Iowa
$334K +$113K +1,341 +41%
IA
1858
IndexIQ Advisors
New York
$333K +$33.6K +399 +9%
CFN
1859
Cordasco Financial Network
Florida
$332K -$38.8K -461 -9%
FPB
1860
First PREMIER Bank
South Dakota
$332K -$421 -5 -0.1%
AF
1861
Aldebaran Financial
$330K -$93.2K -1,108 -19%
APW
1862
Aurora Private Wealth
New Jersey
$330K -$28K -333 -7%
KA
1863
KLCM Advisors
Wisconsin
$330K -$11.6K -138 -3%
MA
1864
Modus Advisors
Minnesota
$329K +$375K +4,454 +4,049%
HI
1865
Hendershot Investments
Virginia
$328K – – –
AA
1866
Advisory Alpha
Michigan
$328K +$23.7K +282 +7%
RIG
1867
Roosevelt Investment Group
New York
$328K +$383K +4,551 New
MPPLM
1868
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$327K +$16.4K +195 +4%
MSU
1869
Mizuho Securities USA
New York
$327K +$382K +4,544 New
FWM
1870
Foresight Wealth Management
Utah
$326K +$148K +1,762 +64%
TF
1871
TLWM Financial
Texas
$325K +$13.5K +161 +4%
QT
1872
Quantbot Technologies
New York
$324K -$1.27M -15,093 -77%
GAAM
1873
Guinness Atkinson Asset Management
California
$324K – – –
PP
1874
PDS Planning
Ohio
$323K -$14.2K -169 -4%
CFO
1875
CVA Family Office
Colorado
$323K +$25.2K +300 +7%
73 74
75
76 77