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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
4101
Stone House Investment Management
Pennsylvania
$131K -$4.12K -8 -3%
FPFS
4102
First Personal Financial Services
North Carolina
$131K +$4.63K +9 +4%
CTWM
4103
Cherry Tree Wealth Management
Minnesota
$128K – – –
IWP
4104
IAG Wealth Partners
Wisconsin
$128K – – –
PCM
4105
Perritt Capital Management
Illinois
$127K +$2.57K +5 +2%
PP
4106
Pacifica Partners
Canada
$126K – – –
QL
4107
Quarry LP
New York
$122K -$23.7K -46 -18%
SC
4108
Swan Capital
Florida
$120K – – –
RBC
4109
Roble Belko & Company
Pennsylvania
$118K – – –
CFG
4110
CKW Financial Group
Hawaii
$115K – – –
ATC
4111
Advantage Trust Company
Kansas
$114K -$103K -200 -50%
BG
4112
Bollard Group
Massachusetts
$113K – – –
KPP
4113
Kings Path Partners
Texas
$110K – – –
PH
4114
Pinnacle Holdings
Oklahoma
$109K +$97.8K +190 New
CM
4115
Capula Management
Cayman Islands
$109K +$97.8K +190 New
RCM
4116
Richardson Capital Management
Wisconsin
$106K – – –
GCM
4117
Gables Capital Management
Florida
$100K +$51.5K +100 +133%
MCA
4118
Maryland Capital Advisors
Maryland
$98.5K – – –
CCMI
4119
Creative Capital Management Investments
California
$96.7K – – –
HWM
4120
HighMark Wealth Management
Minnesota
$94.5K +$7.72K +15 +10%
HFS
4121
HBC Financial Services
Washington
$94K +$12.3K +24 +18%
TCM
4122
Tradewinds Capital Management
Washington
$92.2K +$4.12K +8 +5%
AP
4123
Aspect Partners
Virginia
$92.2K +$2.57K +5 +3%
CFS
4124
CGC Financial Services
Oregon
$90.4K – – –
SC
4125
Steph & Co
Wisconsin
$88.2K +$22.1K +43 +39%
163 164
165
166 167