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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3151
Poehling Capital Management
Wisconsin
$323K – – –
LP
3152
LGL Partners
Pennsylvania
$323K -$109K -321 -25%
FA
3153
Fountainhead AM
New Jersey
$323K +$9.89K +29 +3%
CTWM
3154
Cherry Tree Wealth Management
Minnesota
$323K +$6.82K +20 +2%
MS
3155
Madden Securities
Texas
$323K – – –
LRWA
3156
Long Run Wealth Advisors
New York
$323K -$20.8K -61 -6%
MF
3157
Manchester Financial
California
$322K +$117K +343 +58%
CIC
3158
Chase Investment Counsel
Virginia
$321K -$339K -993 -52%
GCA
3159
Greenwood Capital Associates
South Carolina
$320K +$4.78K +14 +2%
IWA
3160
Inspirion Wealth Advisors
Illinois
$320K -$65.8K -193 -17%
LAM
3161
Lifestyle Asset Management
Texas
$319K -$19.1K -56 -6%
RA
3162
Riversedge Advisors
Delaware
$319K -$11.9K -35 -4%
FCIM
3163
Fairview Capital Investment Management
California
$319K -$150K -441 -32%
NCTC
3164
New Covenant Trust Company
Indiana
$318K -$139K -407 -32%
CFC
3165
Coyle Financial Counsel
Illinois
$317K – – –
AAM
3166
Augustine Asset Management
Florida
$316K -$4.78K -14 -2%
MWM
3167
Mascoma Wealth Management
New Hampshire
$316K – – –
AFGAS
3168
Allegiance Financial Group Advisory Services
Virginia
$316K – – –
CFGA
3169
Cambridge Financial Group (Arizona)
Arizona
$316K +$3.07K +9 +1%
RW
3170
REDW Wealth
New Mexico
$316K -$15.7K -46 -5%
LAM
3171
Lewis Asset Management
California
$316K +$63.4K +186 +25%
FPGK
3172
Financial Partners Group (Kansas)
Kansas
$315K -$28.7K -84 -8%
SCA
3173
Southern Capital Advisors
Tennessee
$315K -$15.3K -45 -5%
SFS
3174
Security Financial Services
Indiana
$315K -$403K -1,180 -56%
FL
3175
Fort LP
Maryland
$314K +$21.5K +63 +7%
125 126
127
128 129