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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
5076
Asset Allocation Strategies
Michigan
$337K +$40.1K +99 +14%
BFA
5077
Bright Financial Advisors
Michigan
$337K +$343K +847 New
MWM
5078
Maltin Wealth Management
New Jersey
$337K -$5.67K -14 -2%
SF
5079
SWP Financial
California
$337K +$6.48K +16 +2%
WTG
5080
West Tower Group
Virginia
$337K +$324K +800 New
VI
5081
Versor Investments
New York
$336K +$323K +799 New
TIM
5082
Thor Investment Management
Ohio
$334K +$23.1K +57 +8%
SA
5083
Stewardship Advisors
Pennsylvania
$334K +$70.4K +174 +28%
MCA
5084
Maryland Capital Advisors
Maryland
$332K – – –
MGCM
5085
Mane Global Capital Management
New York
$332K -$36.5M -90,272 -99%
ACM
5086
Andina Capital Management
Utah
$331K +$96.8K +239 +44%
HAFS
5087
Hapanowicz & Associates Financial Services
Pennsylvania
$330K +$68.8K +170 +28%
PWG
5088
Private Wealth Group
Florida
$330K – – –
AI
5089
Arrien Investments
Idaho
$329K -$66K -163 -17%
HWP
5090
Hibernia Wealth Partners
Louisiana
$328K +$4.86K +12 +2%
VCG
5091
Vantage Consulting Group
Virginia
$328K -$23.1K -57 -7%
MWP
5092
MYCIO Wealth Partners
Pennsylvania
$328K – – –
NEPPG
5093
New England Professional Planning Group
Rhode Island
$328K +$21.9K +54 +7%
SIAM
5094
Sterling Investment Advisors (Missouri)
Missouri
$327K – – –
LJCM
5095
Lee Johnson Capital Management
Texas
$327K -$1.62K -4 -0.5%
CC
5096
Corton Capital
Ontario, Canada
$326K -$379K -936 -55%
BCM
5097
Beddow Capital Management
Wyoming
$326K – – –
RHJA
5098
Rice Hall James & Associates
California
$323K -$35.2K -87 -10%
NFP
5099
NorthLanding Financial Partners
New York
$320K – – –
EL
5100
EQ LLC
Washington
$318K -$10.1K -25 -3%
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