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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
Sentry Investment Management
Wisconsin
$111K – – –
CMP
1302
Coston McIsaac & Partners
Maine
$111K +$779 +11 +0.7%
SIC
1303
SJS Investment Consulting
Ohio
$106K +$36.8K +519 +57%
SOAM
1304
SBI Okasan Asset Management
Japan
$103K +$99.2K +1,400 New
YDMI
1305
Y.D. More Investments
Israel
$101K -$32.6K -460 -25%
TC
1306
Truvestments Capital
Florida
$99.9K – – –
FHC
1307
First Horizon Corporation
Tennessee
$99.6K +$3.4K +48 +4%
KFI
1308
Key Financial Inc
Pennsylvania
$98K – – –
FMP
1309
Financial Management Professionals
Texas
$97.3K – – –
TWC
1310
TD Waterhouse Canada
Ontario, Canada
$96.4K +$67.8K +957 +270%
AG
1311
AmeriFlex Group
Nevada
$96K -$16.2K -228 -15%
A
1312
AlphaQuest
New York
$95.8K -$19.7K -278 -18%
TCOV
1313
Trust Company of Vermont
Vermont
$93K +$7.51K +106 +9%
WIM
1314
Westside Investment Management
California
$91.4K – – –
VCM
1315
Versant Capital Management
Arizona
$91.1K +$66.7K +941 +316%
ATC
1316
Advantage Trust Company
Kansas
$90.2K – – –
SC
1317
Sawyer & Company
Massachusetts
$88.2K – – –
SWM
1318
SHP Wealth Management
Massachusetts
$87.1K +$83.9K +1,184 New
OSNBOA
1319
Old Second National Bank of Aurora
Illinois
$86.6K – – –
RDFA
1320
Ritter Daniher Financial Advisory
Ohio
$80.7K +$77.8K +1,098 New
BWL
1321
Bogart Wealth LLC
Virginia
$80.4K -$211K -2,985 -73%
AGWCA
1322
Annis Gardner Whiting Capital Advisors
Florida
$80.3K +$10.1K +142 +15%
MCM
1323
Manchester Capital Management
Vermont
$80K +$22.4K +316 +41%
PAM
1324
Parvin Asset Management
South Dakota
$79.8K -$3.61K -51 -4%
SC
1325
Swan Capital
Florida
$79.4K -$23.7K -334 -24%
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