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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1851
Heritage Wealth Management (Arizona)
Arizona
$1.75M -$83.2K -244 -5%
HFO
1852
Heritage Family Offices
Arizona
$1.75M +$1.74M +5,097 New
IWM
1853
Iams Wealth Management
Nebraska
$1.75M +$244K +715 +16%
UB
1854
Umpqua Bank
Oregon
$1.75M +$68.6K +201 +4%
EM
1855
Excalibur Management
Massachusetts
$1.75M +$13.6K +40 +0.8%
LCM
1856
Laurion Capital Management
New York
$1.75M +$1.11M +3,260 +180%
BO
1857
Bank OZK
Arkansas
$1.74M +$19.8K +58 +1%
FMN
1858
Financial Management Network
California
$1.74M -$67.2K -197 -4%
SMH
1859
Sanders Morris Harris
Texas
$1.74M – – –
GAG
1860
GM Advisory Group
New York
$1.74M -$38.5K -113 -2%
WA
1861
Wealth Architects
California
$1.74M -$17.1K -50 -1%
JE
1862
JMAC Enterprises
Pennsylvania
$1.74M -$30K -88 -2%
SWP
1863
Strategic Wealth Partners
Ohio
$1.74M +$78.1K +229 +5%
BWAM
1864
Boyd Watterson Asset Management
Ohio
$1.74M – – –
GLR
1865
Great Lakes Retirement
Ohio
$1.73M -$157K -460 -8%
WA
1866
Waddell & Associates
Tennessee
$1.73M +$24.6K +72 +1%
SWA
1867
SFMG Wealth Advisors
Texas
$1.73M -$155K -455 -8%
KC
1868
Kingfisher Capital
North Carolina
$1.73M +$2.39K +7 +0.1%
NDSI
1869
Newman Dignan & Sheerar Inc
Rhode Island
$1.73M +$6.48K +19 +0.4%
CC
1870
Callan Capital
California
$1.73M +$79.8K +234 +5%
BFG
1871
Beacon Financial Group
Texas
$1.73M +$12.3K +36 +0.7%
CF
1872
Copperwynd Financial
Arizona
$1.72M +$119K +350 +8%
CPR
1873
CSU Producer Resources
Ohio
$1.72M – – –
LAM
1874
Lynch Asset Management
Pennsylvania
$1.72M – – –
ACM
1875
Alight Capital Management
New York
$1.72M +$1.71M +5,000 New
73 74
75
76 77