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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1401
Alpha Windward
Massachusetts
$316K -$7.54K -68 -2%
BFM
1402
Boothbay Fund Management
New York
$314K -$1.28M -11,551 -81%
SVWAG
1403
Sound View Wealth Advisors Group
Georgia
$314K +$304K +2,742 New
FNBSF
1404
First National Bank Sioux Falls
South Dakota
$312K – – –
CFGS
1405
Concourse Financial Group Securities
Alabama
$312K +$67.3K +607 +29%
ECG
1406
Edge Capital Group
Georgia
$310K +$300K +2,706 New
SAM
1407
Sompo Asset Management
Japan
$304K +$77.6K +700 +36%
IWP
1408
Icon Wealth Partners
Texas
$304K +$99.7K +900 +51%
MWP
1409
MYCIO Wealth Partners
Pennsylvania
$302K -$9.42K -85 -3%
NFC
1410
Northeast Financial Consultants
Connecticut
$302K – – –
WDA
1411
Wendell David Associates
New Hampshire
$302K +$9.86K +89 +3%
EF
1412
Empirical Finance
Pennsylvania
$300K -$5.76K -52 -2%
LWS
1413
Lucia Wealth Services
California
$299K -$39.5K -356 -12%
BOPW
1414
Brandywine Oak Private Wealth
Pennsylvania
$299K -$15.3K -138 -5%
GRP
1415
Global Retirement Partners
California
$299K +$97.8K +882 +51%
NNP
1416
Nachman Norwood & Parrott
South Carolina
$296K -$36.2K -327 -11%
PB
1417
Pinnacle Bancorp
Nebraska
$296K – – –
SOAMC
1418
Spirit of America Management Corp
New York
$296K +$65.4K +590 +30%
VC
1419
Vicus Capital
Pennsylvania
$295K -$35.2K -318 -11%
BG
1420
Bahl & Gaynor
Ohio
$295K +$286K +2,580 New
MCG
1421
MACRO Consulting Group
New Jersey
$294K -$7.54K -68 -3%
BHWM
1422
Bar Harbor Wealth Management
New Hampshire
$294K +$13.4K +121 +5%
WDL
1423
Well Done LLC
Michigan
$293K +$2.77K +25 +1%
GJIC
1424
Gamble Jones Investment Counsel
California
$292K – – –
SAM
1425
Silphium Asset Management
United Kingdom
$286K -$2.41M -21,700 -90%
55 56
57
58 59