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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
2101
South Street Advisors
New York
$223K -$95.6K -1,800 -29%
EWF
2102
Epstein & White Financial
California
$222K -$97.2K -1,831 -29%
RMSCM
2103
R.M. Sincerbeaux Capital Management
New York
$219K +$21.2K +400 +10%
HPIA
2104
Hamilton Point Investment Advisors
North Carolina
$218K – – –
SFG
2105
StrategIQ Financial Group
Indiana
$217K +$231K +4,357 New
BWM
2106
Baystate Wealth Management
Massachusetts
$215K -$5.58K -105 -2%
MCM
2107
Marathon Capital Management
Maryland
$212K – – –
RG
2108
Renaissance Group
Kentucky
$211K -$1.54K -29 -0.7%
ACG
2109
Allen Capital Group
Nebraska
$211K +$226K +4,254 New
DFIG
2110
Dragon Financial & Investment Group
California
$210K – – –
CC
2111
Colrain Capital
Massachusetts
$209K – – –
DAM
2112
Deltec Asset Management
New York
$209K – – –
KBFS
2113
Kohmann Bosshard Financial Services
Ohio
$209K +$28.9K +545 +15%
CCM
2114
Carlson Capital Management
Minnesota
$209K +$223K +4,197 New
CPH
2115
C Partners Holding
Switzerland
$208K -$23.5K -443 -10%
BA
2116
Ballew Advisors
Mississippi
$207K -$4.62K -87 -2%
EMG
2117
ETF Managers Group
New Jersey
$206K -$146K -2,748 -6%
BHTS
2118
Bar Harbor Trust Services
Maine
$206K – – –
PAG
2119
Pinnacle Advisory Group
Maryland
$205K -$155K -2,919 -41%
BW
2120
Biegel & Waller
Maryland
$204K – – –
KC
2121
KHP Capital
Oklahoma
$204K – – –
PFGIA
2122
Patriot Financial Group Insurance Agency
Massachusetts
$203K -$566K -10,652 -72%
SFC
2123
SYM Financial Corp
Indiana
$203K -$40.9K -771 -16%
JWA
2124
JFS Wealth Advisors
Pennsylvania
$195K – – –
HFM
2125
Harvest Fund Management
China
$186K – – –
83 84
85
86 87