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Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1076
YorkBridge Wealth Partners
New York
$311K -$6.5K -109 -2%
BFG
1077
Bouchey Financial Group
New York
$311K +$14.7K +247 +5%
DHFB
1078
Dixon Hubard Feinour & Brown
Virginia
$311K +$37.9K +636 +13%
BRWM
1079
B. Riley Wealth Management
Tennessee
$310K -$99.9K -1,674 -24%
IIM
1080
Ironwood Investment Management
Massachusetts
$310K -$1.73K -29 -0.5%
MMHP
1081
Murphy Middleton Hinkle & Parker
Georgia
$310K – – –
RG
1082
Retirement Group
California
$307K +$184K +3,092 +135%
PCG
1083
Private Capital Group
Connecticut
$306K +$3.82K +64 +1%
LF
1084
Lantz Financial
Illinois
$306K +$320K +5,366 New
TAM
1085
Taurus Asset Management
New York
$304K – – –
TWM
1086
TriaGen Wealth Management
California
$304K – – –
AA
1087
Advisory Alpha
Michigan
$304K +$68.7K +1,151 +28%
BHB
1088
Bank Hapoalim BM
Israel
$303K -$58.9K -988 -16%
ESCM
1089
Echo Street Capital Management
New York
$301K -$155K -2,604 -33%
AWAG
1090
ARS Wealth Advisors Group
Florida
$301K +$17.7K +297 +6%
VDI
1091
Vaughan David Investments
Illinois
$300K -$158K -2,644 -33%
TDC
1092
Thompson Davis & Co
Virginia
$300K +$82.8K +1,388 +36%
CT
1093
Caldwell Trust
Florida
$298K – – –
QTM
1094
qPULA Trading Management
New York
$297K +$311K +5,215 New
BHC
1095
Bowen Hanes & Co
Florida
$295K – – –
AIM
1096
Avity Investment Management
Connecticut
$294K – – –
HWA
1097
Heritage Wealth Advisors
Virginia
$293K -$15.8K -265 -5%
BBWA
1098
Bell & Brown Wealth Advisors
California
$291K -$13.5K -226 -4%
STC
1099
Sarah T. Connolly
$291K – – –
PAM
1100
Private Asset Management
California
$290K -$1.13K -19 -0.4%
42 43
44
45 46