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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
3626
Summit Securities Group
New York
$56K -$319K -7,120 -85%
DMKJ
3627
David M. Knott Jr
$56K – – –
JMF
3628
Johnson Midwest Financial
Iowa
$55.2K +$7.62K +170 +15%
FWA
3629
FSC Wealth Advisors
New York
$53.9K – – –
CWM
3630
Compass Wealth Management
Connecticut
$51.8K – – –
LFA
3631
LGT Financial Advisors
Texas
$50.9K +$52.4K +1,170 New
WOSD
3632
WFA of San Diego
California
$50.9K -$17.5K -390 -25%
TLA
3633
Tanglewood Legacy Advisors
Texas
$50.5K – – –
RL
3634
Rogco LP
Oklahoma
$50K +$51.5K +1,150 New
LOIP
3635
Live Oak Investment Partners
Texas
$47.8K – – –
FDCC
3636
Foster Dykema Cabot & Co
Massachusetts
$47K – – –
NA
3637
Nordwand Advisors
Pennsylvania
$43.5K – – –
TCPG
3638
Trivant Custom Portfolio Group
California
$42.6K +$13.4K +300 +44%
CC
3639
Cypress Capital
Tennessee
$39.6K +$1.34K +30 +3%
RF
3640
Robinswood Financial
Washington
$36.6K – – –
BOC
3641
Bull Oak Capital
California
$36.5K +$37.6K +840 New
TFG
3642
Team Financial Group
California
$34K +$34.9K +780 New
IA
3643
IFS Advisors
Kansas
$33.9K – – –
SL
3644
Salomon & Ludwin
Virginia
$32.2K +$33.2K +740 New
HC
3645
Hoese & Co
Minnesota
$31.3K – – –
YAL
3646
Your Advocates Ltd
Texas
$30.4K +$31.4K +700 New
PFSC
3647
Peoples Financial Services Corp
Pennsylvania
$30.4K +$31.4K +700 New
MAM
3648
Marquette Asset Management
Minnesota
$30K -$5.38K -120 -15%
CI
3649
Cordant Inc
Oregon
$29.6K – – –
GIS
3650
Grayhawk Investment Strategies
Alberta, Canada
$27.8K – – –
144 145
146
147 148