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Name Holding Trade Value Shares
Change 		Change in
Stake
TWML
2751
Todd Wealth Management, LLC
Florida
$362K +$262K +2,594 New
TIM
2752
Total Investment Management
Arizona
$362K +$406K +4,015 New
SS
2753
STG Securities
New York
$362K +$262K +2,589 New
MWM
2754
Mascoma Wealth Management
New Hampshire
$361K +$8.7K +86 +3%
SIC
2755
Samalin Investment Counsel
New York
$361K +$262K +2,587 New
SC
2756
Saiph Capital
New Jersey
$360K +$261K +2,580 New
HIS
2757
Harvest Investment Services
Illinois
$360K +$261K +2,578 New
NAG
2758
Northstar Advisory Group
New Jersey
$360K +$261K +2,577 New
SCM
2759
Sterneck Capital Management
Missouri
$360K +$260K +2,575 New
SAM
2760
Shikiar Asset Management
New York
$359K +$260K +2,570 New
CNB
2761
Camden National Bank
Maine
$358K +$259K +2,565 New
CAM
2762
Clark Asset Management
New Hampshire
$358K +$259K +2,565 New
CMP
2763
Coston McIsaac & Partners
Maine
$358K -$21.4K -212 -8%
GA
2764
GSG Advisors
New Jersey
$356K +$258K +2,550 New
FMI
2765
Financial Management Inc
Arkansas
$356K +$258K +2,548 New
SIM
2766
Samara Investment Management
Oregon
$355K +$257K +2,546 New
KFS
2767
Kelly Financial Services
Massachusetts
$355K +$257K +2,543 New
RMAM
2768
Raab & Moskowitz Asset Management
New Jersey
$355K +$257K +2,539 New
VAF
2769
Values Added Financial
District of Columbia
$354K +$256K +2,534 New
RTC
2770
Riverview Trust Company
Washington
$354K – – –
FF
2771
Fortitude Financial
Washington
$353K +$256K +2,530 New
OFA
2772
Orographic Financial Advisors
Colorado
$353K +$354K +3,502 New
KFS
2773
Kaizen Financial Strategies
California
$353K +$281K +2,779 New
APM
2774
a16z Perennial Management
California
$353K +$263K +2,600 New
WPW
2775
Watershed Private Wealth
Illinois
$352K +$255K +2,522 New
109 110
111
112 113