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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
2926
Amarillo National Bank
Texas
$7.01M +$141K +329 +2%
MAG
2927
MRA Advisory Group
New Jersey
$7.01M -$380K -890 -5%
RWP
2928
Ridgecrest Wealth Partners
California
$7.01M +$289K +676 +4%
EL
2929
Essex LLC
Illinois
$7M -$54.7K -128 -0.8%
ML
2930
McAdam LLC
Pennsylvania
$7M +$567K +1,327 +9%
PWM
2931
Palumbo Wealth Management
New York
$7M +$515K +1,204 +8%
TFA
2932
Transamerica Financial Advisors
Florida
$7M -$597K -1,397 -8%
ORG
2933
Optimist Retirement Group
Washington
$6.98M +$4.52M +10,581 +188%
CPRC
2934
Consolidated Portfolio Review Corp
New York
$6.98M -$2.59M -6,051 -27%
SAM
2935
S.A. Mason
Michigan
$6.97M +$19.7K +46 +0.3%
AI
2936
Aperture Investors
New York
$6.97M -$172K -403 -2%
3IP
2937
3Chopt Investment Partners
Virginia
$6.96M +$23.1K +54 +0.3%
SFS
2938
Strategic Financial Services
New York
$6.95M +$102K +239 +2%
SW
2939
SkyOak Wealth
Michigan
$6.95M +$208K +486 +3%
FMN
2940
Financial Management Network
California
$6.95M +$89.3K +209 +1%
HFS
2941
HBC Financial Services
Washington
$6.93M +$12.8K +30 +0.2%
KA
2942
Kerrisdale Advisers
Florida
$6.93M +$624K +1,460 +10%
MWVC
2943
Morgens Waterfall Vintiadis & Co
New York
$6.93M – – –
PK
2944
Pflug Koory
Nebraska
$6.92M +$6.88M +16,086 New
MC
2945
Marest Capital
California
$6.91M -$27.8K -65 -0.4%
MCA
2946
MSH Capital Advisors
Arizona
$6.91M +$65K +152 +1%
HBW
2947
Hazlett, Burt & Watson
West Virginia
$6.9M -$16.2K -38 -0.2%
GWM
2948
Gray Wealth Management
Maine
$6.9M +$103K +241 +2%
GPA
2949
Garrison Point Advisors
California
$6.9M -$69.7K -163 -1%
1WM
2950
1858 Wealth Management
Ohio
$6.9M +$327K +764 +5%
116 117
118
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