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Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
3301
Hoertkorn Richard Charles
$11.2K – – –
PFG
3302
Piershale Financial Group
Illinois
$10.9K – – –
MBFW
3303
Morton Brown Family Wealth
Pennsylvania
$10K -$5.18K -21 -38%
MCM
3304
McMillion Capital Management
North Carolina
$9.18K +$7.9K +32 New
BHWM
3305
Bay Harbor Wealth Management
Maryland
$8.61K – – –
CWM
3306
CarsonAllaria Wealth Management
Illinois
$8.61K – – –
CCC
3307
Chelsea Counsel Company
California
$8.04K -$49.4K -200 -88%
TWD
3308
True Wealth Design
Ohio
$8.04K -$6.66K -27 -49%
GP
3309
Geneva Partners
Wisconsin
$7.93K +$898K +3,641 +15%
JAM
3310
JCIC Asset Management
Ontario, Canada
$7.75K +$6.66K +27 New
FDCC
3311
Foster Dykema Cabot & Co
Massachusetts
$7K – – –
VF
3312
VitalStone Financial
Texas
$7K +$6.66K +27 +675%
CIR
3313
Clear Investment Research
Georgia
$4.75K +$2.22K +9 +129%
TWP
3314
TFO Wealth Partners
Ohio
$4.3K – – –
SHIM
3315
Stone House Investment Management
Pennsylvania
$3.44K – – –
DWA
3316
Delos Wealth Advisors
Texas
$3.16K – – –
PSB
3317
Piscataqua Savings Bank
New Hampshire
$2.87K – – –
RAM
3318
Riggs Asset Management
Pennsylvania
$2.58K – – –
ACM
3319
Antonetti Capital Management
Florida
$2.3K -$494 -2 -20%
CWAF
3320
Core Wealth Advisors (Florida)
Florida
$1.72K – – –
UFF
3321
USA Financial Formulas
Michigan
$287 – – –
JMPWA
3322
JP Morgan Private Wealth Advisors
California
– -$139M -656,449 Closed
NCM
3323
Northside Capital Management
Oregon
– -$78.5M -370,376 Closed
MVP
3324
Miller Value Partners
Florida
– -$61.2M -288,714 Closed
AM
3325
Atreides Management
Massachusetts
– -$60.5M -285,474 Closed
131 132
133
134 135