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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3151
Palisade Capital Management
New Jersey
$235K +$198K +1,750 New
SR
3152
Syntax Research
Florida
$234K – – –
EA
3153
Eclectic Associates
California
$234K +$198K +1,750 New
RF
3154
Roxbury Financial
New Jersey
$233K +$40.7K +360 +26%
MSWM
3155
Mowery & Schoenfeld Wealth Management
Illinois
$233K +$111K +980 +129%
CPL
3156
CAP Partners LLC
Tennessee
$233K +$197K +1,740 New
DA
3157
Detalus Advisors
Missouri
$233K +$197K +1,740 New
JAFL
3158
Jay A. Fishman Ltd
Michigan
$233K +$197K +1,740 New
SSWM
3159
Strait & Sound Wealth Management
California
$233K +$197K +1,740 New
AWA
3160
ARQ Wealth Advisors
Arizona
$232K – – –
WLPWM
3161
Walled Lake Planning & Wealth Management
Illinois
$232K +$196K +1,730 New
NRD
3162
Nebula Research & Development
New York
$232K -$979K -8,660 -83%
IFPG
3163
Intrepid Financial Planning Group
Indiana
$232K -$170K -1,500 -46%
GVCM
3164
Global View Capital Management
Wisconsin
$232K +$196K +1,730 New
LIA
3165
LifePlan Investment Advisors
North Carolina
$232K +$196K +1,730 New
ACM
3166
Aspen Capital Management
Idaho
$230K +$194K +1,720 New
KAM
3167
KEB Asset Management
Illinois
$230K +$194K +1,720 New
PSC
3168
Portman Square Capital
United Kingdom
$230K +$194K +1,720 New
RPGNY
3169
Retirement Planning Group (New York)
New York
$230K +$194K +1,720 New
TRIA
3170
Trail Ridge Investment Advisors
Colorado
$230K +$224K +1,980 New
IP
3171
Investment Partners
Ohio
$229K +$193K +1,710 New
LBC
3172
Leigh Baldwin & Co
New York
$229K +$193K +1,710 New
GCM
3173
Gladius Capital Management
Illinois
$228K -$1.54M -13,620 -89%
MPM
3174
Meritage Portfolio Management
Kansas
$228K +$192K +1,700 New
TIA
3175
Trust Investment Advisors
Indiana
$228K +$192K +1,700 New
125 126
127
128 129