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Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2101
Matthew Hamilton Rosenberg
$211K -$23.7K -492 -10%
SIS
2102
Sound Income Strategies
Florida
$211K -$4.71K -98 -2%
MWM
2103
MBE Wealth Management
Wisconsin
$211K – – –
BA
2104
Baugh & Associates
Georgia
$211K +$205K +4,265 New
FAM
2105
Fenimore Asset Management
New York
$211K +$205K +4,272 New
WCG
2106
Weaver Consulting Group
California
$210K +$4.81K +100 +2%
SPP
2107
Single Point Partners
Massachusetts
$210K +$203K +4,213 New
SFG
2108
Sather Financial Group
Texas
$210K +$205K +4,260 New
BWFA
2109
Baltimore-Washington Financial Advisors
Maryland
$210K +$205K +4,272 New
BIP
2110
Blueprint Investment Partners
North Carolina
$209K +$183K +3,805 New
SCM
2111
SOL Capital Management
Maryland
$209K +$204K +4,239 New
JAM
2112
Jupiter Asset Management
United Kingdom
$208K +$203K +4,223 New
OFS
2113
Oldfather Financial Services
Nebraska
$207K +$198K +4,120 New
PAG
2114
Pinnacle Advisory Group
Maryland
$207K +$202K +4,192 New
SCM
2115
Salem Capital Management
Massachusetts
$207K +$202K +4,200 New
BWA
2116
Beam Wealth Advisors
Louisiana
$206K -$45.2K -939 -18%
TFGT
2117
TS Financial Group (TSFG)
Illinois
$206K -$14.4K -300 -7%
TWA
2118
TCI Wealth Advisors
Arizona
$206K +$625 +13 +0.3%
BB
2119
Bell Bank
North Dakota
$206K +$200K +4,164 New
SEIA
2120
Signature Estate & Investment Advisors
California
$206K +$200K +4,167 New
11A
2121
10-15 Associates
New York
$205K -$324K -6,735 -62%
GA
2122
Geller Advisors
New York
$205K +$198K +4,118 New
GWCM
2123
Godshalk Welsh Capital Management
Pennsylvania
$205K +$200K +4,150 New
OSNBOA
2124
Old Second National Bank of Aurora
Illinois
$204K – – –
MJP
2125
Michael J. Puzo
$204K +$198K +4,125 New
83 84
85
86 87