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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4401
Stonehearth Capital Management
Massachusetts
$322K -$4.33K -7 -2%
ACM
4402
Aquatic Capital Management
Illinois
$322K -$44.9M -72,702 -99%
CP
4403
Capital Planning
Washington
$322K +$269K +436 New
NAMM
4404
NorthStar Asset Management (Massachusetts)
Massachusetts
$321K -$1.24K -2 -0.5%
KWA
4405
Kellett Wealth Advisors
Ohio
$320K +$268K +434 New
LRWA
4406
Long Run Wealth Advisors
New York
$320K +$268K +433 New
ITC
4407
Inspire Trust Company
Nevada
$319K -$22.9K -37 -8%
LC
4408
Lavaca Capital
Texas
$319K +$116K +188 +77%
KFG
4409
Kelly Financial Group
Connecticut
$318K +$6.18K +10 +2%
FC
4410
Fulcrum Capital
Washington
$318K -$85.3K -138 -24%
GC
4411
GatePass Capital
Ohio
$318K +$42.6K +69 +19%
PCI
4412
Planning Center Inc
Illinois
$318K +$1.85K +3 +0.7%
AFIA
4413
America First Investment Advisors
Nebraska
$317K – – –
AFTS
4414
American Financial & Tax Strategies
New York
$317K – – –
AOWM
4415
Alpha Omega Wealth Management
Virginia
$317K – – –
UIM
4416
Unified Investment Management
Georgia
$316K +$18.5K +30 +8%
PFA
4417
Pinnacle Family Advisors
Missouri
$316K +$21K +34 +9%
EF
4418
Exeter Financial
Arizona
$315K +$264K +427 New
RIM
4419
Reliant Investment Management
Tennessee
$314K – – –
HCM
4420
Hutchinson Capital Management
California
$314K -$3.09K -5 -1%
CCG
4421
Capital CS Group
California
$314K +$263K +425 New
COFSG
4422
Carbahal Olsen Financial Services Group
California
$312K – – –
BHWM
4423
Bay Harbor Wealth Management
Maryland
$312K +$68.6K +111 +36%
BTD
4424
BankPlus Trust Department
Mississippi
$311K +$618 +1 +0.2%
SCM
4425
Stonebridge Capital Management
California
$311K – – –
175 176
177
178 179