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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2701
Wealthedge Investment Advisors
New York
$383K -$1.57M -15,489 -85%
SEP
2702
Signature Equity Partners
Ohio
$383K +$25.1K +248 +10%
SIC
2703
SJS Investment Consulting
Ohio
$383K -$151K -1,493 -35%
SFS
2704
Stiles Financial Services
Minnesota
$382K +$277K +2,738 New
PAM
2705
PVG Asset Management
Colorado
$382K +$164K +1,620 +145%
PCM
2706
Poehling Capital Management
Wisconsin
$382K +$277K +2,735 New
JC
2707
JM2 Capital
Oklahoma
$382K +$276K +2,733 New
EFG
2708
Everest Financial Group
Minnesota
$381K +$276K +2,731 New
CC
2709
Copos Capital
$381K +$276K +2,729 New
SFG
2710
SevenBridge Financial Group
Pennsylvania
$381K -$30.8K -305 -8%
LA
2711
Latitude Advisors
Florida
$380K +$275K +2,724 New
SCM
2712
Sunbeam Capital Management
Georgia
$380K +$275K +2,723 New
KWM
2713
KFG Wealth Management
Indiana
$379K +$275K +2,717 New
RFA
2714
Register Financial Advisors
Georgia
$379K +$274K +2,712 New
TNA
2715
True North Advisors
Texas
$378K +$274K +2,711 New
CCM
2716
Canal Capital Management
Virginia
$378K +$274K +2,707 New
BRM
2717
Boston Research & Management
Massachusetts
$377K +$273K +2,700 New
PAM
2718
PCG Asset Management
New Jersey
$377K +$273K +2,700 New
CFIA
2719
Cantor Fitzgerald Investment Advisors
New York
$377K -$3.25M -32,150 -92%
WFA
2720
WestHill Financial Advisors
California
$377K +$273K +2,697 New
FVWA
2721
Foster Victor Wealth Advisors
South Carolina
$376K -$588K -5,814 -62%
FFWM
2722
Future Financial Wealth Management
Ohio
$376K -$15.2K -150 -4%
PWC
2723
PYA Waltman Capital
Tennessee
$376K +$272K +2,690 New
LRIA
2724
Leonard Rickey Investment Advisors
Washington
$375K +$272K +2,689 New
CWMGO
2725
Capstone Wealth Management Group (Oregon)
Oregon
$375K +$272K +2,685 New
107 108
109
110 111