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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2526
Sit Investment Associates
Minnesota
$215K -$9.31M -84,355 -98%
EIP
2527
Easterly Investment Partners
Massachusetts
$215K -$172K -1,562 -45%
OCAM
2528
Onex Canada Asset Management
Ontario, Canada
$215K +$213K +1,932 New
MCG
2529
MACRO Consulting Group
New Jersey
$214K -$48.8K -442 -19%
CC
2530
Copperleaf Capital
North Carolina
$214K +$212K +1,919 New
DPI
2531
Diversified Portfolios Inc
Michigan
$212K -$91.6K -830 -30%
JI
2532
Jeereddi Investments
California
$212K +$210K +1,900 New
GCP
2533
Gill Capital Partners
Colorado
$211K -$190K -1,723 -48%
WI
2534
WrapManager Inc
California
$211K +$209K +1,893 New
RTS
2535
Round Table Services
New Jersey
$210K -$238K -2,160 -53%
NQWM
2536
Northwest Quadrant Wealth Management
Oregon
$210K +$208K +1,886 New
DBRC
2537
D.B. Root & Company
Pennsylvania
$209K -$336K -3,041 -62%
LFASL
2538
Lugano Financial Advisors SA (LFA)
Switzerland
$208K -$349K -3,158 -64%
RWG
2539
Regal Wealth Group
California
$208K -$110 -1 -0.1%
NEPPG
2540
New England Professional Planning Group
Rhode Island
$207K +$178K +1,614 New
TF
2541
TRH Financial
Iowa
$207K +$196K +1,772 New
WRM
2542
Weybosset Research & Management
Rhode Island
$206K +$204K +1,845 New
NFG
2543
Norris Financial Group
South Carolina
$205K -$47.6K -431 -19%
MWM
2544
Mattern Wealth Management
Kansas
$204K -$181K -1,642 -47%
GPA
2545
Guidance Point Advisors
Massachusetts
$204K +$202K +1,829 New
PC
2546
Permanens Capital
New York
$203K -$74.4K -674 -27%
MGWM
2547
Marks Group Wealth Management
Minnesota
$203K -$32.2K -292 -14%
HPIA
2548
Hamilton Point Investment Advisors
North Carolina
$203K +$201K +1,819 New
SWM
2549
Sanctuary Wealth Management
Idaho
$203K +$201K +1,821 New
CDIA
2550
Capital Directions Investment Advisors
Georgia
$202K +$13.8K +125 +7%
100 101
102
103 104