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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1576
Souders Financial Advisors
Ohio
$150K +$801 +12 +0.5%
AA
1577
Advisory Alpha
Michigan
$150K +$149K +2,229 New
AA
1578
AlphaCentric Advisors
Puerto Rico
$150K +$149K +2,238 New
HWM
1579
Hohimer Wealth Management
Washington
$150K +$150K +2,242 New
RFM
1580
Royal Fund Management
Florida
$149K -$13.5K -202 -8%
PG
1581
Patten Group
Tennessee
$149K -$9.41K -141 -6%
PA
1582
PSI Advisors
Florida
$149K -$8.81K -132 -6%
SLT
1583
St Louis Trust
Missouri
$149K – – –
WCWM
1584
Willow Creek Wealth Management
California
$149K +$3.14K +47 +2%
PWM
1585
PRW Wealth Management
Massachusetts
$149K +$148K +2,220 New
IC
1586
Inverness Counsel
New York
$148K -$7.01K -105 -5%
APW
1587
Aurora Private Wealth
New Jersey
$148K +$1.8K +27 +1%
CFA
1588
Cahill Financial Advisors
Minnesota
$148K +$147K +2,202 New
TW
1589
Towerpoint Wealth
California
$148K +$147K +2,209 New
TA
1590
TFG Advisers
Michigan
$147K -$64.9K -972 -31%
MCM
1591
Marathon Capital Management
Maryland
$147K – – –
WFAG
1592
Wescott Financial Advisory Group
Pennsylvania
$147K – – –
PB
1593
Pinnacle Bancorp
Nebraska
$146K -$2.67K -40 -2%
EWA
1594
Exencial Wealth Advisors
Oklahoma
$146K +$145K +2,179 New
PCM
1595
Pennsylvania Capital Management
Pennsylvania
$145K -$133 -2 -0.1%
IFS
1596
Ifrah Financial Services
Arkansas
$145K – – –
TFF
1597
The Family Firm
Maryland
$145K – – –
HIM
1598
Hotaling Investment Management
Pennsylvania
$145K +$2.47K +37 +2%
SCM
1599
SKBA Capital Management
California
$144K – – –
SSWM
1600
Sheets Smith Wealth Management
North Carolina
$143K -$2.67K -40 -2%
62 63
64
65 66