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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
3501
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.86M +$307K +981 +13%
DSN
3502
D. Scott Neal
Kentucky
$2.86M -$4.07K -13 -0.2%
MDSL
3503
M.D. Sass LLC
New York
$2.85M -$956K -3,050 -27%
TW
3504
Towerpoint Wealth
California
$2.85M +$1.55M +4,938 +144%
CGH
3505
CMG Global Holdings
Texas
$2.85M +$105K +334 +4%
BEW
3506
Burton Enright Welch
California
$2.85M +$113K +362 +5%
AIA
3507
Arbor Investment Advisors
North Carolina
$2.84M -$1.88K -6 -0.1%
NP
3508
Ninepoint Partners
Ontario, Canada
$2.83M +$1.25M +4,000 +93%
RHAM
3509
Round Hill Asset Management
California
$2.83M – – –
WAM
3510
Watershed Asset Management
California
$2.83M -$956K -3,050 -27%
MWPCG
3511
Measured Wealth Private Client Group
New Hampshire
$2.83M -$10.7K -34 -0.4%
PTC
3512
Provident Trust Company
Wisconsin
$2.83M -$146K -466 -5%
LIA
3513
LSP Investment Advisors
New York
$2.82M – – –
SWM
3514
Salvus Wealth Management
New Jersey
$2.81M -$48.6K -155 -2%
PBO
3515
Peoples Bank (Ohio)
Ohio
$2.81M -$19.4K -62 -0.7%
OWM
3516
Opes Wealth Management
California
$2.81M +$198K +631 +8%
P
3517
&Partners
Tennessee
$2.81M +$172K +549 +7%
CWMGP
3518
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.81M -$365K -1,166 -12%
MHR
3519
Matthew Hamilton Rosenberg
$2.8M -$399K -1,274 -13%
CTWM
3520
Cherry Tree Wealth Management
Minnesota
$2.8M +$2.58M +8,225 New
LFASL
3521
Lugano Financial Advisors SA (LFA)
Switzerland
$2.79M +$745K +2,376 +41%
T
3522
TRUADVICE
Florida
$2.79M -$469K -1,498 -15%
VAM
3523
Verity Asset Management
North Carolina
$2.78M -$2.61M -8,326 -50%
SAM
3524
Seelaus Asset Management
New Jersey
$2.78M -$169K -540 -6%
EIP
3525
Ellis Investment Partners
Pennsylvania
$2.77M -$162K -516 -6%
139 140
141
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