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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
4126
Roxbury Financial
New Jersey
$342K +$350K +596 New
BM
4127
Belfer Management
New York
$342K – – –
MLA
4128
MB, Levis & Associates
Pennsylvania
$342K – – –
SFS
4129
Summit Financial Strategies
Ohio
$342K +$8.8K +15 +3%
MSF
4130
Mustard Seed Financial
Arkansas
$341K – – –
WSFG
4131
Wall Street Financial Group
Illinois
$341K +$55.2K +94 +19%
HKAM
4132
Horizon Kinetics Asset Management
New York
$341K – – –
BAM
4133
BTS Asset Management
Massachusetts
$341K +$342K +582 New
TYCC
4134
Texas Yale Capital Corp
Florida
$339K +$23.5K +40 +7%
CCM
4135
Canal Capital Management
Virginia
$338K +$72.2K +123 +27%
RMC
4136
Resources Management Corp
Connecticut
$338K -$88K -150 -21%
UFA
4137
US Financial Advisors
Massachusetts
$338K – – –
CCP
4138
Clarity Capital Partners
California
$338K -$113K -193 -25%
JGIA
4139
Jackson Grant Investment Advisers
Connecticut
$338K – – –
LWAM
4140
Legacy Wealth Asset Management
Minnesota
$337K – – –
KFS
4141
Kurt F. Somerville
$337K +$28.2K +48 +9%
HKIM
4142
Hayek Kallen Investment Management
Alabama
$337K – – –
LWM
4143
Lakeridge Wealth Management
Ohio
$337K +$14.7K +25 +5%
PPW
4144
PACK Private Wealth
Minnesota
$336K – – –
AAS
4145
AdviceOne Advisory Services
Connecticut
$336K +$337K +574 New
WMA
4146
Wealth Management Associates
New Jersey
$336K +$18.2K +31 +6%
TFF
4147
The Family Firm
Maryland
$335K -$587 -1 -0.2%
MFGP
4148
Marshall Financial Group (Pennsylvania)
Pennsylvania
$335K – – –
SPWM
4149
Schrum Private Wealth Management
Florida
$335K -$122K -208 -27%
RP
4150
Riverwater Partners
Wisconsin
$335K +$8.8K +15 +3%
164 165
166
167 168