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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2226
Portfolio Solutions
Michigan
$379K – – –
AWM
2227
AllSquare Wealth Management
New York
$376K +$56.3K +936 +18%
PFA
2228
Paradigm Financial Advisors
Missouri
$374K -$12.3K -205 -3%
PGCM
2229
Prescott Group Capital Management
Oklahoma
$373K – – –
JWA
2230
JFS Wealth Advisors
Pennsylvania
$373K +$3.61K +60 +1%
NEPWA
2231
New England Private Wealth Advisors
Massachusetts
$371K +$14.2K +236 +4%
ZF
2232
Zhang Financial
Michigan
$371K +$18.9K +314 +6%
GEM
2233
Global Endowment Management
North Carolina
$370K +$358K +5,960 New
EWM
2234
Evermay Wealth Management
Virginia
$365K -$9.44K -157 -3%
BWM
2235
BerganKDV Wealth Management
Minnesota
$365K +$134K +2,224 +61%
DOA
2236
D'Orazio & Associates
Virginia
$363K +$60 +1 +0%
RFWA
2237
RPg Family Wealth Advisory
Massachusetts
$363K -$13.4K -223 -4%
GIM
2238
Groesbeck Investment Management
New Jersey
$360K – – –
AP
2239
Atwood & Palmer
Missouri
$359K – – –
BFG
2240
Bouchey Financial Group
New York
$358K -$17K -282 -5%
CCM
2241
Canal Capital Management
Virginia
$357K +$25.1K +418 +8%
NA
2242
Nottingham Advisors
New York
$356K -$23.5K -391 -6%
CCM
2243
Chickasaw Capital Management
Tennessee
$354K +$42.1K +700 +14%
SAM
2244
Shamrock Asset Management
Texas
$351K +$35K +582 +11%
HIM
2245
Hillsdale Investment Management
Ontario, Canada
$350K +$339K +5,640 New
WCM
2246
Weatherstone Capital Management
Colorado
$347K +$336K +5,586 New
CL
2247
CIM LLC
New York
$345K -$1.5K -25 -0.4%
HP
2248
Hartree Partners
New York
$343K +$332K +5,514 New
PVH
2249
Psagot Value Holdings
Israel
$342K – – –
FWM
2250
FFT Wealth Management
Pennsylvania
$342K +$30.1K +500 +10%
88 89
90
91 92