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Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
2851
Penn Davis McFarland
Texas
$355K – – –
KDA
2852
Kraft Davis & Associates
Missouri
$355K – – –
SFC
2853
Strategic Financial Concepts
Texas
$354K -$129K -1,140 -30%
GBWM
2854
Granite Bay Wealth Management
New Hampshire
$354K -$193K -1,710 -39%
WWP
2855
Waypoint Wealth Partners
California
$354K -$56.5K -500 -16%
HWMC
2856
Heritage Wealth Management (California)
California
$354K -$15.8K -140 -5%
BW
2857
Blalock Williams
Alabama
$352K +$49.7K +440 +20%
SPWG
2858
Syntegra Private Wealth Group
Missouri
$352K +$297K +2,630 New
CCA
2859
Catalyst Capital Advisors
New York
$351K -$81.4K -720 -22%
4A
2860
4Wealth Advisors
Illinois
$351K – – –
CFGA
2861
Cambridge Financial Group (Arizona)
Arizona
$350K +$20.4K +180 +7%
VCP
2862
Vista Capital Partners
Oregon
$350K -$31.7K -280 -10%
CRI
2863
Commonwealth Retirement Investments
Virginia
$350K – – –
MKC
2864
M. Kraus & Co
Vermont
$350K – – –
AFA
2865
Allium Financial Advisors
Oregon
$348K +$1.13K +10 +0.4%
HFRG
2866
Houlihan Financial Resource Group
Virginia
$347K – – –
CIAM
2867
Caitong International Asset Management
Hong Kong
$347K -$955K -8,450 -77%
NCM
2868
Northwest Capital Management
Oregon
$347K -$64.4K -570 -18%
RIS
2869
Richmond Investment Services
Wisconsin
$347K +$293K +2,590 New
AIP
2870
ARS Investment Partners
New York
$345K +$292K +2,580 New
BWFA
2871
Baltimore-Washington Financial Advisors
Maryland
$344K -$11.3K -100 -4%
FMC
2872
First Merchants Corp
Indiana
$344K -$6.78K -60 -2%
CFS
2873
Commonwealth Financial Services
West Virginia
$343K +$22.6K +200 +8%
EGM
2874
Engineers Gate Manager
New York
$341K -$10.3M -90,790 -97%
HBWM
2875
Hollow Brook Wealth Management
New York
$341K – – –
113 114
115
116 117