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Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
3701
Hapanowicz & Associates Financial Services
Pennsylvania
$428K – – –
OHS
3702
Odey Holdings (Switzerland)
Switzerland
$425K – – –
SMG
3703
Smart Money Group
Texas
$421K -$662K -5,504 -63%
CWM
3704
Cedar Wealth Management
California
$412K +$35.1K +292 +10%
SI
3705
Shaker Investments
Ohio
$411K -$12K -100 -3%
RH
3706
RFG Holdings
Texas
$411K +$373K +3,099 New
PCIG
3707
Partners Capital Investment Group
Massachusetts
$408K +$50.9K +423 +16%
SM
3708
Salzhauer Michael
$399K +$15.6K +130 +5%
CAG
3709
Compass Advisory Group
New York
$399K +$361K +3,004 New
WAM
3710
Wakefield Asset Management
Colorado
$394K -$4.81K -40 -1%
WCP
3711
Welch Capital Partners
New York
$394K – – –
AGA
3712
Accuvest Global Advisors
Utah
$387K – – –
NICM
3713
Neo Ivy Capital Management
New York
$386K +$206K +1,713 +143%
CCP
3714
Cassia Capital Partners
North Carolina
$381K +$346K +2,873 New
CWP
3715
Corepath Wealth Partners
Arizona
$378K +$343K +2,853 New
LBA
3716
Letko, Brosseau & Associates
Quebec, Canada
$377K – – –
LFDLE
3717
La Financiere de L'Echiquier
France
$376K +$87.8K +730 +35%
TCB
3718
Texas Capital Bancshares
Texas
$373K +$62.2K +517 +23%
LIA
3719
Luken Investment Analytics
Tennessee
$372K +$337K +2,800 New
GIA
3720
Goodwin Investment Advisory
Georgia
$370K +$337K +2,798 New
PP
3721
Prosperity Planning
Missouri
$367K +$333K +2,768 New
JPG
3722
Jordan Park Group
California
$366K +$332K +2,757 New
CWA
3723
Centennial Wealth Advisory
Michigan
$365K +$331K +2,752 New
DGI
3724
Disciplined Growth Investors
Minnesota
$362K +$328K +2,727 New
PM
3725
Parametrica Management
Hong Kong
$354K +$27.9K +232 +10%
147 148
149
150 151