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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3151
Professional Financial Advisors
Nebraska
$2.06M +$376K +1,480 +24%
LD
3152
Lipe & Dalton
New York
$2.06M -$184K -725 -9%
MFGM
3153
Marshall Financial Group (Maryland)
Maryland
$2.06M -$235K -923 -11%
WG
3154
Winton Group
United Kingdom
$2.06M -$2.71M -10,675 -58%
LWP
3155
Legacy Wealth Planning
Nevada
$2.06M -$3.3K -13 -0.2%
CCM
3156
Conway Capital Management
California
$2.05M – – –
PWM
3157
Peterson Wealth Management
Nevada
$2.05M -$99.6K -392 -5%
KA
3158
KLCM Advisors
Wisconsin
$2.05M +$5.34K +21 +0.3%
FNBSF
3159
First National Bank Sioux Falls
South Dakota
$2.05M -$120K -474 -6%
KAM
3160
Knightsbridge Asset Management
California
$2.04M – – –
OIM
3161
Oder Investment Management
California
$2.03M -$22.9K -90 -1%
AC
3162
Aristides Capital
Kentucky
$2.03M – – –
EWA
3163
Evolution Wealth Advisors
Florida
$2.03M -$713K -2,805 -27%
LMAM
3164
Legg Mason Asset Management
Japan
$2.03M -$170K -669 -8%
BMCM
3165
Bryn Mawr Capital Management
Pennsylvania
$2.03M -$83.4K -328 -4%
JWM
3166
Janiczek Wealth Management
Colorado
$2.02M +$198K +778 +12%
OWA
3167
Outlook Wealth Advisors
Texas
$2.02M +$106K +417 +6%
RVPG
3168
Relative Value Partners Group
$2.01M +$14.2K +56 +0.8%
OWA
3169
Opal Wealth Advisors
New York
$2.01M +$191K +751 +11%
FIM
3170
Fernwood Investment Management
Massachusetts
$2.01M +$151K +596 +9%
AMG
3171
Asset Management Group
Connecticut
$2M +$178K +699 +10%
COCM
3172
Charter Oak Capital Management
New Hampshire
$2M +$23.9K +94 +1%
FAG
3173
Financial Advisory Group
Texas
$2M +$52.6K +207 +3%
SFA
3174
Source Financial Advisors
New York
$2M -$28K -110 -1%
MHR
3175
Matthew Hamilton Rosenberg
$2M -$11.4K -45 -0.6%
125 126
127
128 129