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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2651
Heritage Wealth Management (Arizona)
Arizona
$304K -$29.3K -177 -8%
CBOR
2652
Community Bank of Raymore
Missouri
$303K – – –
KFI
2653
Key Financial Inc
Pennsylvania
$303K +$16.9K +102 +5%
NFSG
2654
Newbridge Financial Services Group
Florida
$302K -$209K -1,262 -38%
NG
2655
NWK Group
California
$302K – – –
IP
2656
Isthmus Partners
Wisconsin
$301K – – –
PFA
2657
Pathway Financial Advisors
Vermont
$301K +$21.8K +132 +7%
BIA
2658
Bell Investment Advisors
California
$301K +$344K +2,080 New
RCI
2659
RS Crum Inc
California
$300K -$165 -1 -0%
CA
2660
Cortland Associates
Missouri
$300K +$342K +2,069 New
UL
2661
Unionview LLC
Washington
$299K -$27.8K -168 -8%
HA
2662
HYA Advisors
Missouri
$299K +$827 +5 +0.2%
OCM
2663
Osterweis Capital Management
California
$298K -$7.55M -45,663 -96%
VDBMI
2664
Van Den Berg Management I
Texas
$298K -$151K -913 -31%
HHRDM
2665
H&H Retirement Design & Management
Nevada
$298K – – –
IWP
2666
Innova Wealth Partners
Pennsylvania
$298K – – –
CA
2667
Corrado Advisors
New Jersey
$298K +$12.7K +77 +4%
CM
2668
Caption Management
Oklahoma
$296K -$2.97M -17,954 -90%
CWA
2669
Capital Wealth Alliance
Arizona
$296K -$182K -1,104 -35%
MF
2670
Manchester Financial
California
$296K +$33.1K +200 +11%
BAS
2671
Brown Advisory Securities
Maryland
$296K +$43K +260 +15%
CF
2672
Clarity Financial
Texas
$295K -$124K -751 -27%
EA
2673
Emerald Advisors
Washington
$294K -$202K -1,220 -38%
LCS
2674
Levin Capital Strategies
New York
$294K – – –
CIM
2675
Cambria Investment Management
California
$294K +$125K +754 +59%
105 106
107
108 109