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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
4401
Kinloch Capital
Virginia
$327K – – –
OKSA
4402
O'Keefe Stevens Advisory
New York
$326K +$31K +210 +12%
JRP
4403
Jasper Ridge Partners
California
$326K – – –
RJTCONH
4404
Raymond James Trust Company of New Hampshire
New Hampshire
$325K -$19.8K -134 -6%
UA
4405
Unison Advisors
District of Columbia
$324K – – –
WFS
4406
Weitzel Financial Services
Iowa
$323K +$44.6K +302 +18%
SFS
4407
Starfox Financial Services
Texas
$321K +$5.61K +38 +2%
NRD
4408
Nebula Research & Development
New York
$320K +$286K +1,940 New
TWP
4409
Transparent Wealth Partners
Arkansas
$318K +$295 +2 +0.1%
EGM
4410
Engineers Gate Manager
New York
$317K -$3.88M -26,323 -93%
CIM
4411
Contravisory Investment Management
Massachusetts
$316K -$372K -2,524 -57%
MWA
4412
Martel Wealth Advisors
Washington
$314K -$55.6K -377 -17%
HB
4413
Horizon Bancorp
Indiana
$314K +$53.7K +364 +24%
CWA
4414
Continuum Wealth Advisors
New York
$312K -$47.5K -322 -15%
DJFS
4415
Dean Jacobson Financial Services
Texas
$312K – – –
TPW
4416
TL Private Wealth
Texas
$311K +$148 +1 +0.1%
FVCM
4417
F&V Capital Management
Florida
$309K -$137K -930 -33%
MC
4418
Maverick Capital
Texas
$309K -$1.25M -8,499 -82%
DAL
4419
Delta Accumulation LLC
California
$308K +$295 +2 +0.1%
BBP
4420
Banco BTG Pactual
Brazil
$306K -$16.4K -111 -6%
IIM
4421
Ironwood Investment Management
Massachusetts
$303K – – –
ASW
4422
Astoria Strategic Wealth
Texas
$298K – – –
ASI
4423
Advisory Services & Investments
Oregon
$295K +$264K +1,789 New
VNB
4424
Virginia National Bank
Virginia
$293K -$11.2K -76 -4%
AA
4425
AF Advisors
California
$293K -$7.82K -53 -3%
175 176
177
178 179