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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2851
Edgestream Partners
New Jersey
$396K -$15.4M -76,292 -98%
OFG
2852
Oxford Financial Group
Indiana
$396K +$98.8K +490 +35%
MWPCG
2853
Measured Wealth Private Client Group
New Hampshire
$394K -$24.4K -121 -6%
WF
2854
WoodTrust Financial
Wisconsin
$393K – – –
CL
2855
CIM LLC
New York
$393K -$1.21K -6 -0.3%
NFG
2856
Nadler Financial Group
Illinois
$392K -$15.1K -75 -4%
RTC
2857
Riverview Trust Company
Washington
$392K -$36.1K -179 -9%
JWM
2858
Jeppson Wealth Management
California
$391K -$19.6K -97 -5%
SSG
2859
Summit Securities Group
New York
$391K +$380K +1,883 New
OIM
2860
Oder Investment Management
California
$390K – – –
CBTWT
2861
Community Bank & Trust (Waco, Texas)
Texas
$390K -$22.2K -110 -6%
MCM
2862
Monarch Capital Management
Indiana
$390K – – –
VFPI
2863
Vantage Financial Partners (Illinois)
Illinois
$390K -$50.4K -250 -12%
FNC
2864
First National Corp
Massachusetts
$389K -$65.5K -325 -15%
DB
2865
Dravo Bay
Delaware
$389K +$4.64K +23 +1%
CSWM
2866
Cassady Schiller Wealth Management
Ohio
$387K -$35.9K -178 -9%
HFP
2867
Holistic Financial Partners
Indiana
$387K – – –
MAG
2868
MRA Advisory Group
New Jersey
$384K +$56.9K +282 +18%
PFA
2869
Professional Financial Advisors
Nebraska
$384K -$569K -2,820 -60%
OPTFSNA
2870
Old Point Trust & Financial Services N A
Virginia
$384K +$5.85K +29 +2%
AIM
2871
Axiom Investment Management
New York
$383K +$16.1K +80 +5%
PCMF
2872
Private Capital Management (Florida)
Florida
$383K -$10.5K -52 -3%
VF
2873
Vest Financial
Virginia
$381K +$370K +1,834 New
SAMC
2874
Spectrum Asset Management (California)
California
$381K +$202 +1 +0.1%
GCM
2875
Greenland Capital Management
New York
$377K +$366K +1,815 New
113 114
115
116 117