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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2976
Holt Capital Partners
Texas
$283K – – –
DPI
2977
Diversified Portfolios Inc
Michigan
$282K -$131K -1,200 -33%
FVWA
2978
Foster Victor Wealth Advisors
South Carolina
$280K +$1.64K +15 +0.6%
SCA
2979
Stuart Chaussee & Associates
California
$280K +$54K +495 +26%
RPGK
2980
Retirement Planning Group (Kansas)
Kansas
$279K -$5.89K -54 -2%
ST
2981
Sentinel Trust
Texas
$278K +$257K +2,360 New
PFM
2982
Peak Financial Management
Massachusetts
$277K -$7.31K -67 -3%
TW
2983
Towerpoint Wealth
California
$277K – – –
FFS
2984
Founders Financial Securities
Maryland
$277K +$255K +2,336 New
GAAM
2985
Guinness Atkinson Asset Management
California
$276K – – –
PD
2986
Planning Directions
Pennsylvania
$276K +$29.8K +273 +13%
EMB
2987
Elefante Mark B
$275K +$255K +2,335 New
SCM
2988
Shapiro Capital Management
Georgia
$272K +$218 +2 +0.1%
SIS
2989
Sound Income Strategies
Florida
$267K -$17.8K -163 -7%
MG
2990
Mather Group
Illinois
$267K +$247K +2,263 New
CAAS
2991
Capital Asset Advisory Services
Michigan
$266K -$46K -422 -16%
EWF
2992
Epstein & White Financial
California
$265K -$26.4K -242 -10%
FGAM
2993
Financial Gravity Asset Management
Texas
$264K +$242K +2,219 New
AFIA
2994
America First Investment Advisors
Nebraska
$263K – – –
5L
2995
55I LLC
Massachusetts
$263K +$1.75K +16 +0.7%
SLG
2996
Stanley-Laman Group
Pennsylvania
$260K -$325K -2,981 -57%
UWPG
2997
Ullmann Wealth Partners Group
Florida
$260K +$241K +2,207 New
FCT
2998
Family Capital Trust
Massachusetts
$259K – – –
NFGCM
2999
Norman Fields Gottscho Capital Management
New York
$259K – – –
TI
3000
Telemetry Investments
New York
$259K – – –
118 119
120
121 122