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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2051
Alpha Windward
Massachusetts
$310K -$27.5K -554 -9%
HIIFS
2052
Harel Insurance Investments & Financial Services
Israel
$310K +$270K +5,446 +527%
CHA
2053
Cooper/Haims Advisors
New York
$309K -$96.4K -1,945 -23%
JF
2054
JSF Financial
California
$309K +$29.7K +598 +10%
AEPG
2055
American Economic Planning Group
New Jersey
$308K +$3.87K +78 +1%
HCM
2056
HMS Capital Management
Tennessee
$307K -$1.29M -25,991 -80%
BWM
2057
Baystate Wealth Management
Massachusetts
$304K +$39.3K +792 +14%
CIC
2058
Chase Investment Counsel
Virginia
$303K – – –
CFN
2059
Cordasco Financial Network
Florida
$302K -$9.92K -200 -3%
FAN
2060
Financial Advisors Network
California
$302K +$52.5K +1,059 +20%
CW
2061
CreativeOne Wealth
Kansas
$302K +$87.3K +1,761 +39%
MIM
2062
Martin Investment Management
Florida
$298K – – –
NEPWA
2063
New England Private Wealth Advisors
Massachusetts
$296K +$25.2K +508 +9%
BAM
2064
Bruderman Asset Management
New York
$293K -$849K -17,117 -74%
GAB
2065
German American Bancorp
Indiana
$289K +$30.9K +624 +12%
SC
2066
Scholtz & Company
Connecticut
$287K -$427K -8,608 -59%
CCA
2067
Clearwater Capital Advisors
Illinois
$287K -$19.6K -395 -6%
OCM
2068
Orser Capital Management
Texas
$286K -$60.3K -1,217 -20%
HIS
2069
Harvest Investment Services
Illinois
$286K +$1.34K +27 +0.5%
SSA
2070
South Street Advisors
New York
$285K -$2.48K -50 -0.8%
VA
2071
Valmark Advisers
Ohio
$285K +$2.03K +41 +0.7%
PWAC
2072
Private Wealth Advisors (California)
California
$283K – – –
GSWM
2073
Golden State Wealth Management
California
$283K +$22.6K +456 +8%
VCM
2074
Vigilant Capital Management
Maine
$282K +$3.47K +70 +1%
PAS
2075
Professional Advisory Services
Florida
$282K +$4.96K +100 +2%
81 82
83
84 85