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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
3051
Safeguard Investment Advisory Group
California
$370K +$125K +377 +52%
SCA
3052
St. Clair Advisors
Ohio
$370K +$117K +351 +47%
PO
3053
Private Ocean
California
$369K -$29.2K -88 -7%
FAG
3054
Financial Advisory Group
Texas
$368K – – –
TPM
3055
Triasima Portfolio Management
Quebec, Canada
$368K +$363K +1,093 New
PFA
3056
Pathway Financial Advisors
Vermont
$368K +$390K +1,176 New
AIA
3057
Alera Investment Advisors
Illinois
$367K -$356K -1,072 -50%
MHR
3058
Matthew Hamilton Rosenberg
$367K -$12K -36 -3%
BWM
3059
BT Wealth Management
Georgia
$367K +$7.64K +23 +2%
PK
3060
Pflug Koory
Nebraska
$366K +$24.2K +73 +7%
POIA
3061
Pin Oak Investment Advisors
Texas
$365K -$45.8K -138 -11%
CPP
3062
Capasso Planning Partners
South Carolina
$365K +$360K +1,084 New
SWMP
3063
Signature Wealth Management Partners
New Jersey
$364K +$78.4K +236 +28%
SIC
3064
SFE Investment Counsel
California
$363K -$16.6K -50 -4%
SFG
3065
Sovereign Financial Group
Connecticut
$362K -$28.2K -85 -7%
PIM
3066
Provident Investment Management
Michigan
$361K -$4.98K -15 -1%
GP
3067
Greenline Partners
New York
$360K – – –
GC
3068
Gruss & Co
Florida
$360K – – –
FNB
3069
Farmers National Bank
Kentucky
$360K +$27.2K +82 +8%
CCG
3070
Chatham Capital Group
Georgia
$358K – – –
SFM
3071
Systematic Financial Management
New Jersey
$358K – – –
GS
3072
Gagnon Securities
New York
$356K – – –
VIM
3073
Vista Investment Management
Pennsylvania
$355K +$332 +1 +0.1%
WDA
3074
Wendell David Associates
New Hampshire
$354K +$17.9K +54 +5%
DPI
3075
Diversified Portfolios Inc
Michigan
$353K – – –
121 122
123
124 125