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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
3976
Interchange Capital Partners
Pennsylvania
$963K +$500K +1,663 +114%
PD
3977
Planning Directions
Pennsylvania
$961K +$296K +984 +46%
KFS
3978
Kelly Financial Services
Massachusetts
$953K -$53.3K -177 -5%
AFS
3979
Annapolis Financial Services
Maryland
$953K +$129K +429 +16%
HGWM
3980
Horst & Graben Wealth Management
Oregon
$949K +$31.9K +106 +4%
HCWM
3981
Harrison & Co Wealth Management
Virginia
$947K -$15.6K -52 -2%
ICM
3982
Infini Capital Management
Hong Kong
$945K -$1.78M -5,900 -66%
IMF
3983
Infini Master Fund
Hong Kong
$945K -$1.78M -5,900 -66%
LFGH
3984
Lee Financial Group Hawaii
Hawaii
$944K -$25K -83 -3%
JSMC
3985
Jess S. Morgan & Co
California
$944K – – –
WAOI
3986
Wealth Advisors of Iowa
Iowa
$943K -$150K -500 -14%
OAM
3987
Oberweis Asset Management
Illinois
$942K – – –
BIG
3988
Boothe Investment Group
Delaware
$941K -$14.1K -47 -2%
SWP
3989
ShoreHaven Wealth Partners
New Jersey
$937K -$295K -979 -24%
WWM
3990
WJ Wealth Management
Arizona
$937K +$37.6K +125 +4%
SFA
3991
Seneca Financial Advisors
New York
$936K -$14.7K -49 -2%
HCP
3992
Holt Capital Partners
Texas
$927K +$52.6K +175 +6%
FPIS
3993
Financial Planning & Information Services
Wisconsin
$927K +$102K +340 +13%
PAWC
3994
P.A.W. Capital
Connecticut
$925K – – –
ONGA
3995
O'Neil Global Advisors
California
$925K +$428K +1,423 +90%
CL
3996
COWA LLC
Oklahoma
$920K -$12.3K -41 -1%
D
3997
Dentgroup
Louisiana
$918K +$301 +1 +0%
SIA
3998
Sage Investment Advisers
New York
$917K +$903 +3 +0.1%
RA
3999
Riverstone Advisors
Texas
$916K +$539K +1,790 +152%
LPP
4000
Life Planning Partners
Florida
$915K – – –
158 159
160
161 162