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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2776
Riverwater Partners
Wisconsin
$472K +$433K +1,138 New
MWM
2777
Mascoma Wealth Management
New Hampshire
$469K +$72.3K +190 +20%
OFA
2778
Oak Family Advisors
Illinois
$469K +$430K +1,130 New
OCPWS
2779
One Charles Private Wealth Services
Massachusetts
$468K +$381 +1 +0.1%
OC
2780
Oarsman Capital
Wisconsin
$467K -$47.6K -125 -10%
LD
2781
Lipe & Dalton
New York
$467K – – –
RIS
2782
Retirement Income Solutions
Michigan
$467K – – –
SDJVC
2783
St. Denis J. Villere & Co
Louisiana
$466K – – –
CAWM
2784
Capital Advisors Wealth Management
Washington
$466K +$428K +1,123 New
JHCP
2785
Jackson Hole Capital Partners
Oklahoma
$465K -$52.9K -139 -11%
BWM
2786
Bulltick Wealth Management
Florida
$464K +$164K +432 +63%
LWA
2787
Lenox Wealth Advisors
New York
$464K +$11.4K +30 +3%
KCA
2788
Karn Couzens & Associates
Connecticut
$463K +$40K +105 +10%
SMF
2789
Sterling Manor Financial
New York
$462K +$424K +1,113 New
BFS
2790
Beacon Financial Strategies
North Carolina
$461K – – –
IDA
2791
Intelligence Driven Advisers
California
$458K -$14.5K -38 -3%
DIM
2792
Delta Investment Management
California
$458K +$761 +2 +0.2%
PWMG
2793
Pinnacle Wealth Management Group
Michigan
$457K -$43.8K -115 -9%
DFA
2794
DHJJ Financial Advisors
Illinois
$457K +$22.8K +60 +6%
HFS
2795
Heritage Financial Services
Massachusetts
$457K +$420K +1,103 New
PCM
2796
Perritt Capital Management
Illinois
$455K -$4.57K -12 -1%
LWMM
2797
Legacy Wealth Management (Mississippi)
Mississippi
$454K -$62.1K -163 -13%
B
2798
Bellecapital
Switzerland
$454K -$5.71K -15 -1%
HA
2799
Harfst & Associates
Wyoming
$454K +$16K +42 +4%
AWM
2800
Avaii Wealth Management
Wisconsin
$454K +$417K +1,095 New
110 111
112
113 114