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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
2076
Old Port Advisors
Maine
$452K -$132K -3,493 -23%
MLFP
2077
MPS Loria Financial Planners
Illinois
$452K -$32.9K -872 -7%
AIM
2078
Alhambra Investment Management
Florida
$451K -$57.1K -1,516 -12%
PPG
2079
Peak Planning Group
Colorado
$451K -$77.8K -2,065 -15%
CWP
2080
Core Wealth Partners
California
$451K +$314K +8,338 New
HCM
2081
Highlander Capital Management
New Jersey
$450K -$1.88K -50 -0.4%
WAM
2082
Wolverine Asset Management
Illinois
$449K +$430K +11,403 New
RZH
2083
Relyea Zuckerberg Hanson
Connecticut
$449K +$51.3K +1,362 +14%
EFG
2084
Everhart Financial Group
Ohio
$449K +$143K +3,796 +50%
DG
2085
DMC Group
Alabama
$448K +$43.6K +1,157 +12%
QIM
2086
Quest Investment Management
Oregon
$447K -$33.2K -880 -7%
JPMIA
2087
J.P. Marvel Investment Advisors
Massachusetts
$447K -$15.3K -405 -3%
GC
2088
Gratus Capital
Georgia
$445K -$213K -5,651 -33%
AIM
2089
Aigen Investment Management
New York
$445K +$425K +11,282 New
VAM
2090
Verity Asset Management
North Carolina
$443K +$152K +4,022 +56%
SFG
2091
Sowa Financial Group
Rhode Island
$443K -$23.5K -624 -5%
PWS
2092
Peterson Wealth Services
Utah
$443K -$200K -5,298 -32%
LA
2093
Lifeworks Advisors
Michigan
$442K +$118K +3,130 +39%
AA
2094
Alta Advisers
United Kingdom
$441K – – –
RAM
2095
Roanoke Asset Management
New Jersey
$441K – – –
MG
2096
Mather Group
Illinois
$441K +$129K +3,432 +44%
MAG
2097
MRA Advisory Group
New Jersey
$438K +$30.9K +820 +8%
RCA
2098
Resonant Capital Advisors
Wisconsin
$438K -$947K -25,129 -69%
ABLA
2099
Alan B. Lancz & Associates
Ohio
$437K +$188K +5,000 +92%
KFP
2100
KB Financial Partners
New Jersey
$437K -$26K -691 -6%
82 83
84
85 86