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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
5551
Sicart Associates
New York
$348K – – –
LG
5552
LAM Group
Oregon
$347K +$4.89K +12 +1%
WCM
5553
WealthTrak Capital Management
Virginia
$346K -$64.8K -159 -15%
MGWA
5554
Monument Group Wealth Advisors
Massachusetts
$346K -$22.8K -56 -6%
BHWM
5555
Bay Harbor Wealth Management
Maryland
$343K +$145K +355 +64%
AU
5556
Algebris (UK)
United Kingdom
$342K -$767K -1,882 -66%
ICMP
5557
Integrated Capital Management (Pennsylvania)
Pennsylvania
$338K – – –
AC
5558
AIFG Consultants
New York
$336K +$5.71K +14 +2%
AFA
5559
Alpha Financial Advisors
North Carolina
$336K +$9.38K +23 +3%
DSCM
5560
Del-Sette Capital Management
New York
$336K -$1.22K -3 -0.3%
PAG
5561
Poinciana Advisors Group
Florida
$333K +$84.4K +207 +30%
YWM
5562
Yardley Wealth Management
Pennsylvania
$330K -$854K -2,094 -70%
LFG
5563
Leverty Financial Group
Wisconsin
$329K – – –
AC
5564
Attessa Capital
Arizona
$329K -$185K -453 -34%
HA
5565
HC Advisors
Georgia
$328K -$86.4K -212 -20%
PVAMC
5566
PPS&V Asset Management Consultants
Michigan
$328K -$213K -523 -37%
CCMIC
5567
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$327K -$26.5K -65 -7%
HC
5568
Hoese & Co
Minnesota
$325K -$134K -328 -27%
SPA
5569
Shore Point Advisors
New Jersey
$325K – – –
TWCA
5570
Two West Capital Advisors
Kansas
$325K -$63.6K -156 -16%
MRP
5571
Measured Risk Portfolios
California
$324K -$1.22K -3 -0.3%
CEI
5572
Clark Estates Inc
New York
$320K – – –
CWA
5573
Cornerstone Wealth Advisors
Minnesota
$319K – – –
DK
5574
David Kennon
Florida
$317K -$36.7K -90 -10%
AFS
5575
AFG Fiduciary Services
Massachusetts
$316K -$75.4K -185 -19%
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223
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