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Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1751
Matthew Hamilton Rosenberg
$383K +$77.9K +478 +22%
CFG
1752
CKW Financial Group
Hawaii
$382K – – –
OCPWS
1753
One Charles Private Wealth Services
Massachusetts
$380K – – –
MME
1754
Meag Munich Ergo
Germany
$379K -$5.72M -35,104 -93%
JF
1755
JSF Financial
California
$379K +$57.4K +352 +16%
SCA
1756
Sage Capital Advisors
South Dakota
$378K – – –
MIM
1757
Marco Investment Management
Georgia
$377K -$16.8K -103 -4%
LJAC
1758
L.J. Altfest & Co
New York
$376K – – –
IA
1759
IFG Advisory
Georgia
$375K +$3.1K +19 +0.7%
WOC
1760
West Oak Capital
California
$375K +$16.3K +100 +4%
CA
1761
Calton & Associates
Florida
$373K -$159K -977 -28%
TC
1762
Truvestments Capital
Florida
$373K – – –
HP
1763
HT Partners
Connecticut
$372K – – –
MTC
1764
McDaniel Terry & Co
Texas
$372K – – –
RFN
1765
RDA Financial Network
Iowa
$371K -$47K -288 -10%
SPC
1766
Stewart & Patten Company
California
$370K -$37.7K -231 -8%
ML
1767
McAdam LLC
Pennsylvania
$369K – – –
SDWMA
1768
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K -$5.38K -33 -1%
HC
1769
Hendley & Co
Ohio
$366K -$12.2K -75 -3%
MWA
1770
Martel Wealth Advisors
Washington
$364K -$30.8K -189 -7%
3F
1771
360 Financial
Minnesota
$364K – – –
PIA
1772
Perennial Investment Advisors
California
$363K -$13.2K -81 -3%
KLCM
1773
KG&L Capital Management
Louisiana
$362K +$6.36K +39 +2%
SW
1774
StrongBox Wealth
Missouri
$361K -$179K -1,098 -31%
QPWM
1775
Quadrant Private Wealth Management
Pennsylvania
$361K -$17.3K -106 -4%
69 70
71
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