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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2051
Contravisory Investment Management
Massachusetts
$14K – – –
PCIA
2052
Prime Capital Investment Advisors
Kansas
$14K +$15K +80 New
AP
2053
Advisors Preferred
Maryland
$13K +$13.3K +71 New
FWM
2054
Focused Wealth Management
New York
$12K – – –
BCP
2055
Blackhawk Capital Partners
Wisconsin
$11K -$1.88K -10 -14%
LFG
2056
LifePlan Financial Group
Ohio
$11K +$11.8K +63 New
FPB
2057
First PREMIER Bank
South Dakota
$10K – – –
OSAM
2058
O'Shaughnessy Asset Management
Connecticut
$10K +$5.25K +28 +108%
HIM
2059
Hillsdale Investment Management
Ontario, Canada
$9K – – –
OAJ
2060
Ogorek Anthony Joseph
New York
$9K – – –
WAS
2061
Winch Advisory Services
Wisconsin
$9K – – –
TJHA
2062
Thomas J. Herzfeld Advisors
Florida
$8K -$1.5K -8 -15%
FMP
2063
Financial Management Professionals
Texas
$8K – – –
RWG
2064
Regal Wealth Group
California
$8K – – –
OWA
2065
One Wealth Advisors
California
$6K -$2.81K -15 -32%
SLF
2066
Sun Life Financial
Ontario, Canada
$5.32K -$302K -1,610 -63%
CWM
2067
Catamount Wealth Management
Connecticut
$4K -$4.69K -25 -52%
OBWP
2068
O'Brien Wealth Partners
Massachusetts
$4K +$4.69K +25 New
FGC
2069
Financial Gravity Companies
Texas
$3K -$8.26K -44 -71%
SA
2070
SRH Advisors
Kansas
$3K – – –
MSTVIM
2071
Messner & Smith Theme Value Investment Management
California
$3K +$2.81K +15 New
FGAM
2072
Financial Gravity Asset Management
Texas
$3K +$3.38K +18 New
TI
2073
Truepoint Inc
Ohio
$1.34K +$44.8K +239 New
SCP
2074
Soroban Capital Partners
New York
– -$79.4M -419,173 Closed
FPP
2075
Findlay Park Partners
United Kingdom
– -$69.9M -368,580 Closed
81 82
83
84 85