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Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
2751
Planning Center Inc
Illinois
$234K +$227K +4,358 New
TFCP
2752
Twin Focus Capital Partners
Massachusetts
$233K +$40K +767 +21%
PAA
2753
Peregrine Asset Advisers
Oregon
$232K -$3.53M -67,567 -94%
RPGK
2754
Retirement Planning Group (Kansas)
Kansas
$232K -$36.3K -695 -13%
VRM
2755
Vectors Research Management
New York
$232K +$42.4K +813 +22%
CCA
2756
Catalyst Capital Advisors
New York
$231K -$1.66M -31,888 -88%
SFA
2757
Source Financial Advisors
New York
$231K +$18.3K +350 +9%
S
2758
swisspartners
Liechtenstein
$231K +$229K +4,392 New
HSWM
2759
Hubbell Strickland Wealth Management
Louisiana
$229K -$201K -3,850 -47%
SHWM
2760
Silicon Hills Wealth Management
Texas
$229K -$4.7K -90 -2%
RC
2761
RBO & Co
California
$229K – – –
SPC
2762
Stewart & Patten Company
California
$229K – – –
RHP
2763
Royal Harbor Partners
Texas
$229K +$2.3K +44 +1%
EFL
2764
ERn Financial LLC
Wisconsin
$229K +$3.08K +59 +1%
IFA
2765
Index Fund Advisors
California
$229K +$230K +4,406 New
WAM
2766
WFA Asset Management
Wisconsin
$229K +$230K +4,402 New
OPWM
2767
Oxinas Partners Wealth Management
Indiana
$228K -$13.7K -263 -6%
RWM
2768
Reston Wealth Management
Virginia
$228K +$2.24K +43 +1%
VBFP
2769
Valtinson Bruner Financial Planning
Minnesota
$227K -$29.3K -562 -11%
FMTCOCP
2770
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K -$938K -17,985 -81%
RWM
2771
RKL Wealth Management
Pennsylvania
$226K +$4.17K +80 +2%
ONSWM
2772
Old North State Wealth Management
North Carolina
$226K +$227K +4,345 New
PFA
2773
Pettinga Financial Advisors
Indiana
$224K -$56.5K -1,082 -20%
CAM
2774
Cidel Asset Management
Ontario, Canada
$224K – – –
KA
2775
Klingman & Associates
New York
$224K +$17.9K +344 +9%
109 110
111
112 113