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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2501
Satovsky Asset Management
New York
$880K +$19.9K +60 +2%
BP
2502
BBR Partners
New York
$876K -$508K -1,529 -37%
IP
2503
Ignite Planners
California
$875K +$907K +2,732 New
NFSG
2504
Newbridge Financial Services Group
Florida
$874K +$86.7K +261 +11%
LWA
2505
Lineweaver Wealth Advisors
Ohio
$873K -$12.6K -38 -1%
SKK
2506
Shepherd Kaplan Krochuk
Massachusetts
$873K +$1.66K +5 +0.2%
LSA
2507
Lion Street Advisors
Texas
$873K +$47.1K +142 +6%
CA
2508
Calton & Associates
Florida
$866K +$57.1K +172 +7%
WBG
2509
Wharton Business Group
Pennsylvania
$864K – – –
PC
2510
Periscope Capital
Ontario, Canada
$862K +$852K +2,565 New
DIP
2511
DT Investment Partners
Pennsylvania
$861K -$186K -559 -18%
MAWCM
2512
Mine & Arao Wealth Creation & Management
California
$860K -$3.32K -10 -0.4%
F
2513
F3Logic
Minnesota
$857K +$3.65K +11 +0.4%
AIP
2514
Ahrens Investment Partners
Louisiana
$852K -$83.7K -252 -9%
IA
2515
IFG Advisors
Missouri
$852K -$6.64K -20 -0.8%
LRIA
2516
Leonard Rickey Investment Advisors
Washington
$850K +$2.32K +7 +0.3%
CAC
2517
Core Alternative Capital
Georgia
$847K +$123K +369 +17%
WIC
2518
Woodmont Investment Counsel
Tennessee
$841K +$9.96K +30 +1%
B
2519
Brightworth
Georgia
$841K +$122K +367 +17%
SP
2520
Successful Portfolios
Florida
$839K +$32.9K +99 +4%
TIA
2521
Trust Investment Advisors
Indiana
$837K -$16.9K -51 -2%
GFPC
2522
Global Financial Private Client
Florida
$834K +$56.1K +169 +7%
LF
2523
Lantz Financial
Illinois
$833K -$136K -411 -14%
SG
2524
Somerset Group
Minnesota
$832K – – –
OHU
2525
Odey Holdings (UK)
United Kingdom
$831K – – –
99 100
101
102 103