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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
2101
Global Assets Advisory
Florida
$209K +$202K +10,544 New
RIP
2102
RAM Investment Partners
Washington
$209K +$207K +10,854 New
EDRIA
2103
Edmonds Duncan Registered Investment Advisors
Kansas
$209K +$76 +4 +0%
SCM
2104
Shapiro Capital Management
Georgia
$208K +$207K +10,813 New
PTC
2105
Petrus Trust Company
Texas
$208K -$126K -6,603 -38%
PA
2106
Perennial Advisors
New York
$208K – – –
NSAM
2107
North Star Asset Management
Wisconsin
$208K -$32.7K -1,710 -14%
PWAG
2108
Polaris Wealth Advisory Group
California
$208K -$6.27K -328 -3%
IGGA
2109
Iron Gate Global Advisors
Utah
$207K +$4.87K +255 +2%
ITIM
2110
Indiana Trust & Investment Management
Indiana
$206K -$17.6K -920 -8%
TFS
2111
Thoroughbred Financial Services
Tennessee
$205K +$204K +10,656 New
SEIA
2112
Signature Estate & Investment Advisors
California
$205K +$204K +10,683 New
GAM
2113
Grandview Asset Management
Pennsylvania
$204K -$5.54K -290 -3%
LIM
2114
Lathrop Investment Management
Arkansas
$204K +$287 +15 +0.1%
MFT
2115
Moisand Fitzgerald Tamayo
Florida
$204K -$17.8K -932 -8%
SSW
2116
Smith Shellnut Wilson
Mississippi
$203K – – –
WIM
2117
Wittenberg Investment Management
Massachusetts
$203K – – –
REMPR
2118
Roof Eidam Maycock Peralta (REMP)
California
$203K – – –
FTA
2119
Financial & Tax Architects
Missouri
$203K +$4.43K +232 +2%
RFA
2120
Resurgent Financial Advisors
Georgia
$203K -$417K -21,837 -67%
HI
2121
Hoey Investments
Pennsylvania
$202K +$124K +6,500 +163%
WWG
2122
West Wealth Group
California
$202K +$201K +10,496 New
DCM
2123
DGS Capital Management
New Jersey
$202K -$116K -6,080 -37%
MFG
2124
Monte Financial Group
Connecticut
$202K – – –
CA
2125
Crewe Advisors
Utah
$202K -$3.08K -161 -2%
83 84
85
86 87