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Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
3001
Hamilton Point Investment Advisors
North Carolina
$286K +$1.83K +6 +0.7%
NECFA
3002
New England Capital Financial Advisors
Connecticut
$285K +$276K +905 New
AAM
3003
Augustine Asset Management
Florida
$285K +$609 +2 +0.2%
RCG
3004
Resource Consulting Group
Florida
$285K -$30.5K -100 -10%
OIS
3005
Okabena Investment Services
Minnesota
$284K -$8.22K -27 -3%
NAG
3006
Northstar Advisory Group
New Jersey
$284K +$20.4K +67 +8%
SC
3007
Saybrook Capital
North Carolina
$284K – – –
PPWM
3008
PFG Private Wealth Management
Florida
$284K +$4.57K +15 +2%
SWM
3009
Selective Wealth Management
Virginia
$284K -$64.9K -213 -19%
BDFN
3010
Bond & Devick Financial Network
Minnesota
$284K – – –
MTIM
3011
Marathon Trading Investment Management
Pennsylvania
$283K +$273K +897 New
SAM
3012
Smithbridge Asset Management
Pennsylvania
$283K +$273K +895 New
CWM
3013
Compass Wealth Management
Connecticut
$282K +$272K +892 New
CA
3014
Crumly & Associates
Illinois
$281K -$12.5K -41 -4%
FFG
3015
Ford Financial Group
California
$281K – – –
WHCI
3016
W.H. Cornerstone Investments
Massachusetts
$279K -$75.2K -247 -23%
HP
3017
Hyperion Partners
Pennsylvania
$278K +$268K +881 New
HAG
3018
HF Advisory Group
Maryland
$278K +$268K +881 New
TCOK
3019
Trust Company of Kansas
Kansas
$278K – – –
BWA
3020
Beam Wealth Advisors
Louisiana
$278K +$4.87K +16 +2%
HWM
3021
Horizon Wealth Management
Illinois
$277K +$25.6K +84 +11%
AWAP
3022
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$277K -$65.5K -215 -20%
EIA
3023
Eldridge Investment Advisors
New Hampshire
$276K +$267K +875 New
AFS
3024
Annapolis Financial Services
Maryland
$276K – – –
TA
3025
Tiedemann Advisors
New York
$274K +$16.8K +55 +7%
119 120
121
122 123