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Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
2076
Capital Advisors Inc
Oklahoma
$586K +$91.3K +1,532 +20%
SWM
2077
Sugarloaf Wealth Management
Georgia
$586K +$92.9K +1,559 +20%
SMA
2078
Sage Mountain Advisors
Georgia
$586K +$182K +3,060 +50%
QAM
2079
QCI Asset Management
New York
$584K -$19.8M -332,790 -97%
CCA
2080
Childress Capital Advisors
Texas
$584K +$310K +5,201 +133%
AFG
2081
Alterity Financial Group
Maine
$584K +$702K +11,775 New
AAM
2082
Azzad Asset Management
Virginia
$584K -$582K -9,763 -52%
FBT
2083
First Bankers Trust
Kentucky
$581K -$95.7K -1,606 -15%
DAM
2084
Diamant Asset Management
Connecticut
$581K – – –
FMTC
2085
Farmers & Merchants Trust Company
California
$581K – – –
QTM
2086
qPULA Trading Management
New York
$580K -$446K -7,483 -45%
III
2087
Independent Investors Inc
New York
$580K – – –
GD
2088
Grandfield & Dodd
New York
$580K +$32.2K +540 +6%
BHWA
2089
Beacon Harbor Wealth Advisors
Virginia
$579K – – –
OR
2090
Olympiad Research
Connecticut
$579K +$66.4K +1,114 +14%
CAGAS
2091
Capital Advisory Group Advisory Services
Minnesota
$578K +$40.2K +675 +8%
DE
2092
Day & Ennis
Georgia
$576K -$14.8K -248 -3%
NIM
2093
Nexus Investment Management
Ontario, Canada
$576K – – –
SRSA
2094
S.R. Schill & Associates
Washington
$574K – – –
GCA
2095
Gradient Capital Advisors
California
$570K +$1.01K +17 +0.2%
VWA
2096
VERITY Wealth Advisors
United States
$569K – – –
NFP
2097
Narus Financial Partners
Utah
$567K +$528K +8,865 New
LWANC
2098
Laurel Wealth Advisors (North Carolina)
North Carolina
$567K – – –
MFP
2099
Meridian Financial Partners
Virginia
$564K -$40.2K -675 -7%
AA
2100
Aufman Associates
Pennsylvania
$564K -$23.4K -392 -4%
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84
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