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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2126
Optas LLC
Texas
$597K -$47.3K -687 -7%
PMSA
2127
Patrick M. Sweeney & Associates
Illinois
$596K +$6.88K +100 +1%
HFP
2128
Holistic Financial Partners
Indiana
$596K -$4.27K -62 -0.7%
FNBSF
2129
First National Bank Sioux Falls
South Dakota
$595K – – –
HIIFS
2130
Harel Insurance Investments & Financial Services
Israel
$593K +$370K +5,377 +149%
SFG
2131
Snider Financial Group
Washington
$593K – – –
PCMH
2132
Polymer Capital Management (HK)
Hong Kong
$591K +$614K +8,918 New
MW
2133
MBL Wealth
North Carolina
$591K -$4.2K -61 -0.7%
HAG
2134
HF Advisory Group
Maryland
$590K +$18.2K +264 +3%
CSC
2135
Caldwell Sutter Capital
California
$590K -$3.92K -57 -0.6%
CIM
2136
CIM Investment Management
Pennsylvania
$589K -$792K -11,510 -56%
SCP
2137
Sivia Capital Partners
California
$589K +$69 +1 +0%
BFM
2138
Boothbay Fund Management
New York
$589K +$98.8K +1,436 +19%
KPWG
2139
KFA Private Wealth Group
Virginia
$589K +$28.8K +418 +5%
GXJ
2140
Global X Japan
Japan
$589K +$56.9K +827 +10%
AIA
2141
Arbor Investment Advisors
North Carolina
$587K +$177K +2,567 +41%
MWA
2142
Monograph Wealth Advisors
California
$585K -$5.02K -73 -0.8%
AGWCA
2143
Annis Gardner Whiting Capital Advisors
Florida
$585K -$9.29K -135 -2%
CA
2144
Cornerstone Advisory
Maryland
$585K +$65.1K +946 +12%
MWM
2145
Mattern Wealth Management
Kansas
$584K – – –
LFA
2146
Laraway Financial Advisors
Minnesota
$584K +$895 +13 +0.1%
CCFCSB
2147
Cape Cod Five Cents Savings Bank
Massachusetts
$583K – – –
FCMT
2148
Founders Capital Management (Texas)
Texas
$581K – – –
SWM
2149
Stockman Wealth Management
Montana
$581K -$45.6K -663 -7%
KOC
2150
Koss-Olinger Consulting
Florida
$578K -$48.4K -703 -8%
84 85
86
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