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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2926
Pettinga Financial Advisors
Indiana
$210K +$197K +7,150 New
AF
2927
Apexium Financial
Texas
$209K +$196K +7,120 New
HNWA
2928
Henrickson Nauta Wealth Advisors
Michigan
$208K +$245K +8,890 New
RH
2929
RFG Holdings
Texas
$207K +$193K +7,030 New
CP
2930
Capital Planning
Washington
$206K +$193K +7,000 New
P
2931
&Partners
Tennessee
$205K +$192K +6,960 New
TTWM
2932
TCV Trust & Wealth Management
Virginia
$205K +$192K +6,960 New
SAS
2933
Stelac Advisory Services
New York
$204K -$817K -29,710 -81%
VCM
2934
Vision Capital Management
Oregon
$204K +$190K +6,920 New
SFI
2935
SPC Financial Inc
Maryland
$204K +$191K +6,950 New
TM
2936
Titan Managers
Arizona
$204K +$191K +6,950 New
CH
2937
Canton Hathaway
Rhode Island
$203K – – –
TFP
2938
Tilia Fiduciary Partners
North Carolina
$203K +$190K +6,890 New
CWMGP
2939
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$202K +$189K +6,870 New
AIM
2940
ARK Investment Management
Florida
$196K -$1.97M -71,520 -91%
IFS
2941
Intelligent Financial Strategies
Minnesota
$188K +$176K +6,400 New
KFI
2942
Key Financial Inc
Pennsylvania
$187K +$66K +2,400 +61%
TH
2943
TCTC Holdings
Texas
$182K – – –
HDIM
2944
Hanson & Doremus Investment Management
Vermont
$179K +$166K +6,020 +7,525%
KFS
2945
Kelly Financial Services
Massachusetts
$179K +$55K +2,000 +49%
WAM
2946
WFA Asset Management
Wisconsin
$178K +$167K +6,060 New
DAC
2947
Dividend Assets Capital
South Carolina
$176K – – –
CCMW
2948
Cypress Capital Management (Wyoming)
Wyoming
$174K +$78.4K +2,850 +93%
LFA
2949
Level Financial Advisors
New York
$169K +$158K +5,750 New
MUMSS
2950
Mitsubishi UFJ Morgan Stanley Securities
Japan
$169K +$158K +5,760 New
116 117
118
119 120