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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2601
Disciplined Investments
Oklahoma
$159K +$44.5K +747 +43%
APWM
2602
Atlas Private Wealth Management
New York
$158K -$81K -1,360 -36%
MAM
2603
McCarthy Asset Management
California
$158K +$29.7K +498 +25%
SLF
2604
Sun Life Financial
Ontario, Canada
$152K -$2.5K -42 -2%
RIM
2605
Rockbridge Investment Management
New York
$151K -$130K -2,188 -48%
IHWM
2606
Iron Horse Wealth Management
Iowa
$151K – – –
CAM
2607
CenterStar Asset Management
Illinois
$149K – – –
WLPWM
2608
Walled Lake Planning & Wealth Management
Illinois
$148K +$238 +4 +0.2%
TCCM
2609
Timber Creek Capital Management
Massachusetts
$147K – – –
VC
2610
Vestor Capital
Illinois
$146K +$1.97K +33 +1%
PCA
2611
Providence Capital Advisors
North Carolina
$145K -$4.38M -73,495 -97%
LF
2612
Lee Financial
Texas
$145K – – –
CM
2613
Castleark Management
Illinois
$141K – – –
EIP
2614
Ellis Investment Partners
Pennsylvania
$140K – – –
PCFFS
2615
Pacific Center for Financial Services
California
$139K – – –
PG
2616
Proffitt & Goodson
Tennessee
$134K -$138K -2,313 -52%
VCM
2617
Vigilant Capital Management
Maine
$133K -$58.2K -976 -32%
CFG
2618
CKW Financial Group
Hawaii
$133K – – –
SPWG
2619
Sage Private Wealth Group
Illinois
$132K -$23.2K -390 -16%
YAL
2620
Your Advocates Ltd
Texas
$129K – – –
HFM
2621
Harvest Fund Management
China
$129K +$121K +2,027 New
JWA
2622
JFS Wealth Advisors
Pennsylvania
$127K -$20.8K -349 -15%
SA
2623
SRH Advisors
Kansas
$124K – – –
KFS
2624
Kelly Financial Services
Massachusetts
$121K -$1.01K -17 -0.9%
JWBC
2625
John W. Brooker & Co
California
$121K -$24.1K -405 -18%
103 104
105
106 107