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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
2851
Connors Investor Services
Pennsylvania
$573K – – –
PD
2852
Planning Directions
Pennsylvania
$572K -$171K -468 -25%
IWA
2853
IVC Wealth Advisors
Pennsylvania
$571K -$16.4K -45 -3%
BLC
2854
Brown, Lisle/Cummings
Rhode Island
$571K – – –
LSA
2855
Lion Street Advisors
Texas
$570K +$6.57K +18 +1%
SFP
2856
Sandbox Financial Partners
Maryland
$569K -$12.4K -34 -2%
CFG
2857
Clayton Financial Group
Missouri
$569K +$188K +516 +58%
FRM
2858
Fox Run Management
Connecticut
$568K +$512K +1,403 New
SFS
2859
Strategic Financial Services
New York
$568K – – –
DFG
2860
Demars Financial Group
Washington
$568K -$8.75K -24 -2%
KIM
2861
Karpus Investment Management
New York
$567K – – –
EDRIA
2862
Edmonds Duncan Registered Investment Advisors
Kansas
$566K +$2.19K +6 +0.4%
GFG
2863
Goldstone Financial Group
Illinois
$566K +$87.5K +240 +21%
DIP
2864
Davis Investment Partners
North Carolina
$566K – – –
WRPWM
2865
Werba Rubin Papier Wealth Management
California
$566K +$73.3K +201 +17%
SM
2866
Sweeney & Michel
California
$564K +$102K +281 +26%
OFW
2867
Omnia Family Wealth
Florida
$563K +$60.5K +166 +14%
SIA
2868
Sage Investment Advisers
New York
$562K +$44.9K +123 +10%
HA
2869
HC Advisors
Georgia
$562K – – –
CWA
2870
Clarity Wealth Advisors
California
$561K +$24.1K +66 +5%
MC
2871
Marest Capital
California
$557K +$2.92K +8 +0.6%
JHCP
2872
Jackson Hole Capital Partners
Oklahoma
$557K -$4.01K -11 -0.8%
UWPG
2873
Ullmann Wealth Partners Group
Florida
$556K +$51.8K +142 +12%
GJWM
2874
Gilliland Jeter Wealth Management
Arkansas
$553K -$196K -536 -28%
EBSAM
2875
Eubel Brady & Suttman Asset Management
Ohio
$552K -$10.6K -29 -2%
113 114
115
116 117