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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2801
Pin Oak Investment Advisors
Texas
$425K -$377K -1,176 -49%
LF
2802
LifeSteps Financial
California
$424K -$3.85K -12 -1%
BB
2803
Bell Bank
North Dakota
$424K – – –
PWM
2804
Palumbo Wealth Management
New York
$424K +$2.89K +9 +0.7%
NWA
2805
New World Advisors
Massachusetts
$424K +$87.3K +272 +29%
KBFS
2806
Kohmann Bosshard Financial Services
Ohio
$422K -$5.78K -18 -1%
SFG
2807
Sovereign Financial Group
Connecticut
$422K – – –
IIM
2808
Ipswich Investment Management
Massachusetts
$422K +$8.34K +26 +2%
AFS
2809
Axiom Financial Strategies
Indiana
$421K – – –
MGAM
2810
McGowan Group Asset Management
Texas
$421K – – –
WIA
2811
World Investment Advisors
California
$421K +$962 +3 +0.2%
VCM
2812
Vigilant Capital Management
Maine
$420K +$73.8K +230 +24%
CF
2813
Corrigan Financial
Rhode Island
$420K +$6.09K +19 +2%
VPI
2814
Value Partners Investments
Manitoba, Canada
$417K – – –
AWA
2815
AmeriServ Wealth Advisors
Pennsylvania
$416K -$199K -619 -34%
JFA
2816
JNBA Financial Advisors
Minnesota
$416K +$8.02K +25 +2%
HIS
2817
Harvest Investment Services
Illinois
$416K +$11.5K +36 +3%
GCIA
2818
Gabelli & Co Investment Advisers
New York
$414K – – –
P
2819
Palladiem
Pennsylvania
$414K – – –
EWF
2820
Epstein & White Financial
California
$413K +$42K +131 +12%
LC
2821
Lincoln Capital
Nebraska
$413K +$124K +386 +48%
HFS
2822
Howard Financial Services
Texas
$412K -$4.81K -15 -1%
RWG
2823
Regal Wealth Group
California
$412K – – –
TCM
2824
Tuttle Capital Management
Connecticut
$411K -$250K -780 -40%
CH
2825
Canton Hathaway
Rhode Island
$411K -$6.42K -20 -2%
111 112
113
114 115