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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2851
Legacy Bridge
Iowa
$355K +$103K +910 +52%
PDM
2852
Penn Davis McFarland
Texas
$355K – – –
KDA
2853
Kraft Davis & Associates
Missouri
$355K – – –
SFC
2854
Strategic Financial Concepts
Texas
$354K -$129K -1,140 -30%
GBWM
2855
Granite Bay Wealth Management
New Hampshire
$354K -$193K -1,710 -39%
WWP
2856
Waypoint Wealth Partners
California
$354K -$56.5K -500 -16%
HWMC
2857
Heritage Wealth Management (California)
California
$354K -$15.8K -140 -5%
BW
2858
Blalock Williams
Alabama
$352K +$49.7K +440 +20%
SPWG
2859
Syntegra Private Wealth Group
Missouri
$352K +$297K +2,630 New
CCA
2860
Catalyst Capital Advisors
New York
$351K -$81.4K -720 -22%
4A
2861
4Wealth Advisors
Illinois
$351K – – –
CFGA
2862
Cambridge Financial Group (Arizona)
Arizona
$350K +$20.4K +180 +7%
VCP
2863
Vista Capital Partners
Oregon
$350K -$31.7K -280 -10%
CRI
2864
Commonwealth Retirement Investments
Virginia
$350K – – –
MKC
2865
M. Kraus & Co
Vermont
$350K – – –
AFA
2866
Allium Financial Advisors
Oregon
$348K +$1.13K +10 +0.4%
HFRG
2867
Houlihan Financial Resource Group
Virginia
$347K – – –
CIAM
2868
Caitong International Asset Management
Hong Kong
$347K -$955K -8,450 -77%
NCM
2869
Northwest Capital Management
Oregon
$347K -$64.4K -570 -18%
RIS
2870
Richmond Investment Services
Wisconsin
$347K +$293K +2,590 New
AIP
2871
ARS Investment Partners
New York
$345K +$292K +2,580 New
BWFA
2872
Baltimore-Washington Financial Advisors
Maryland
$344K -$11.3K -100 -4%
FMC
2873
First Merchants Corp
Indiana
$344K -$6.78K -60 -2%
CFS
2874
Commonwealth Financial Services
West Virginia
$343K +$22.6K +200 +8%
EGM
2875
Engineers Gate Manager
New York
$341K -$10.3M -90,790 -97%
113 114
115
116 117