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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2701
Montis Financial
Massachusetts
$202K -$161K -922 -48%
HWM
2702
HRC Wealth Management
Idaho
$201K +$178K +1,018 New
SPAS
2703
Spectrum Planning & Advisory Services
California
$201K +$178K +1,020 New
FPWM
2704
FSB Premier Wealth Management
Iowa
$201K -$39K -223 -18%
CPW
2705
Crestmont Private Wealth
Texas
$201K +$178K +1,016 New
HIM
2706
Hanlon Investment Management
New Jersey
$201K +$177K +1,015 New
MSA
2707
Marino Stram & Associates
Massachusetts
$201K -$59.4K -340 -25%
SFG
2708
Sather Financial Group
Texas
$201K -$29.7K -170 -14%
FCG
2709
Fielder Capital Group
Tennessee
$200K +$177K +1,011 New
BCP
2710
Blue Chip Partners
Michigan
$197K -$44.6K -255 -20%
JCM
2711
Jag Capital Management
Missouri
$196K +$5.07K +29 +3%
AA
2712
Addison Advisors
Vermont
$195K +$81.3K +465 +89%
NMM
2713
Naples Money Management
Florida
$194K – – –
FIA
2714
FPC Investment Advisory
California
$194K – – –
BHWM
2715
Bay Harbor Wealth Management
Maryland
$193K – – –
SFA
2716
Semmax Financial Advisors
North Carolina
$191K +$14K +80 +10%
SHIM
2717
Stone House Investment Management
Pennsylvania
$190K +$47.2K +270 +39%
JEST
2718
JTC Employer Solutions Trustee
Jersey
$189K -$5.24K -30 -3%
AA
2719
AlphaMark Advisors
Kentucky
$188K +$12.4K +71 +8%
SP
2720
SWS Partners
Ohio
$188K -$174K -997 -51%
FCAS
2721
First Command Advisory Services
Texas
$181K -$40.7K -233 -20%
LFA
2722
LGT Financial Advisors
Texas
$181K – – –
OPTFSNA
2723
Old Point Trust & Financial Services N A
Virginia
$181K – – –
EMFAT
2724
Emerald Mutual Fund Advisers Trust
Pennsylvania
$180K -$4.02K -23 -2%
PP
2725
Pacifica Partners
Canada
$178K +$50.5K +289 +66%
107 108
109
110 111