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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2801
Canton Hathaway
Rhode Island
$306K – – –
BLC
2802
Brown, Lisle/Cummings
Rhode Island
$306K -$80.6K -273 -20%
DIS
2803
Diversified Investment Strategies
Louisiana
$305K – – –
SHFP
2804
Second Half Financial Partners
Florida
$305K – – –
AAP
2805
Arax Advisory Partners
Colorado
$305K +$8.27K +28 +3%
RP
2806
Riverwater Partners
Wisconsin
$305K +$328K +1,111 New
BFS
2807
Beacon Financial Strategies
North Carolina
$305K – – –
SCA
2808
Stuart Chaussee & Associates
California
$304K – – –
WMS
2809
Wealth Management Solutions
Pennsylvania
$304K +$15.4K +52 +5%
FPCM
2810
Financial Partners Capital Management
New York
$304K – – –
OC
2811
Oakmont Corp
California
$303K -$19.8K -67 -6%
SAM
2812
Sequent Asset Management
Texas
$303K – – –
PMG
2813
Private Management Group
California
$303K +$7.09K +24 +2%
PCM
2814
Princeton Capital Management
New Jersey
$302K +$7.38K +25 +2%
PM
2815
Phraction Management
Connecticut
$302K +$15.9K +54 +5%
CAM
2816
Cacti Asset Management
Georgia
$302K +$295K +1,000 +1,000%
BHCM
2817
Boulder Hill Capital Management
New York
$302K +$325K +1,100 New
SDJVC
2818
St. Denis J. Villere & Co
Louisiana
$301K -$39K -132 -11%
WFA
2819
Wellspring Financial Advisors
Ohio
$301K -$14.5K -49 -4%
DFA
2820
DHJJ Financial Advisors
Illinois
$301K -$590 -2 -0.2%
PWA
2821
Physician Wealth Advisors
Utah
$301K +$886 +3 +0.3%
LWMM
2822
Legacy Wealth Management (Mississippi)
Mississippi
$300K – – –
B
2823
Bellecapital
Switzerland
$300K – – –
NEGWA
2824
New England Guild Wealth Advisors
Connecticut
$300K – – –
OPTFSNA
2825
Old Point Trust & Financial Services N A
Virginia
$298K -$73.8K -250 -19%
111 112
113
114 115