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Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
3151
Engineers Gate Manager
New York
$242K -$942K -4,233 -80%
OCM
3152
Orser Capital Management
Texas
$242K – – –
NCM
3153
Neumann Capital Management
California
$241K – – –
CWM
3154
Cherrydale Wealth Management
New Jersey
$240K +$17.4K +78 +8%
HPIA
3155
Hamilton Point Investment Advisors
North Carolina
$240K +$237K +1,065 New
WCG
3156
Weaver Consulting Group
California
$240K -$27.2K -122 -10%
SBF
3157
Sara-Bay Financial
Florida
$239K – – –
CWA
3158
Consilio Wealth Advisors
Washington
$238K +$16.7K +75 +8%
PAG
3159
Powers Advisory Group
Illinois
$238K +$223 +1 +0.1%
WA
3160
WESPAC Advisors
California
$238K +$235K +1,056 New
PTC
3161
Petrus Trust Company
Texas
$238K -$268K -1,204 -53%
TFA
3162
Triad Financial Advisors
North Carolina
$238K -$445 -2 -0.2%
SRG
3163
SBB Research Group
Illinois
$237K +$445 +2 +0.2%
FCMT
3164
Founders Capital Management (Texas)
Texas
$237K -$44.5K -200 -16%
FNBTCON
3165
First National Bank & Trust Co of Newtown
Pennsylvania
$236K – – –
DA
3166
DSC Advisors
Illinois
$236K -$68.8K -309 -23%
RIP
3167
RAM Investment Partners
Washington
$235K -$668 -3 -0.3%
LF
3168
LifeSteps Financial
California
$235K -$92.6K -416 -29%
RB
3169
Rodgers Brothers
Pennsylvania
$234K +$231K +1,040 New
KCFA
3170
Key Client Fiduciary Advisors
New Jersey
$234K -$9.79K -44 -4%
EA
3171
Eclectic Associates
California
$234K +$231K +1,038 New
TWM
3172
Trevian Wealth Management
Massachusetts
$234K +$445 +2 +0.2%
GF
3173
Goodman Financial
Texas
$234K +$231K +1,037 New
UI
3174
Unconventional Investor
New Hampshire
$233K – – –
BHPW
3175
Beverly Hills Private Wealth
California
$233K +$230K +1,034 New
125 126
127
128 129