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Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
2951
Albert D. Mason Inc
Massachusetts
$272K – – –
FPIS
2952
Financial Planning & Information Services
Wisconsin
$272K – – –
RW
2953
REDW Wealth
New Mexico
$272K – – –
DE
2954
Day & Ennis
Georgia
$272K +$578 +4 +0.2%
YIH
2955
Y-Intercept (HK)
Hong Kong
$272K +$286K +1,980 New
WP
2956
Wedgewood Partners
Missouri
$270K +$286K +1,975 New
CCA
2957
Catalyst Capital Advisors
New York
$269K – – –
FCM
2958
Firestone Capital Management
Florida
$269K – – –
TA
2959
Trellis Advisors
Washington
$269K +$2.17K +15 +0.8%
WA
2960
Wealth Advisors
California
$269K +$39K +270 +16%
CCM
2961
Chickasaw Capital Management
Tennessee
$268K – – –
CPW
2962
Catalyst Private Wealth
California
$267K -$723 -5 -0.3%
RWI
2963
Red Wave Investments
Pennsylvania
$267K +$7.23K +50 +3%
WCM
2964
Wisconsin Capital Management
Wisconsin
$266K – – –
BW
2965
Basepoint Wealth
Iowa
$265K -$31.5K -218 -10%
LWP
2966
Legacy Wealth Planning
Nevada
$264K – – –
IIA
2967
Integral Investment Advisors
California
$264K +$63K +436 +29%
OMC
2968
Overbrook Management Corp
New York
$264K +$278K +1,923 New
BWM
2969
BlackDiamond Wealth Management
New York
$263K -$3.76K -26 -1%
GIM
2970
Greylin Investment Management
Virginia
$263K – – –
IMOV
2971
Investment Management of Virginia
Virginia
$262K -$32.2K -223 -10%
FVWA
2972
Foster Victor Wealth Advisors
South Carolina
$261K +$7.23K +50 +3%
PIN
2973
Prudent Investors Network
California
$260K -$35.1K -243 -11%
GCP
2974
Gill Capital Partners
Colorado
$259K -$25.9K -179 -9%
CWM
2975
Campbell Wealth Management
Virginia
$259K -$6.5K -45 -2%
117 118
119
120 121