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Name Holding Trade Value Shares
Change 		Change in
Stake
CPM
1626
Connective Portfolio Management
New York
$675K -$1.94M -31,000 -76%
SOAMC
1627
Spirit of America Management Corp
New York
$675K +$250K +4,000 +67%
VFA
1628
Voya Financial Advisors
Connecticut
$675K -$9.37K -150 -1%
PC
1629
Permit Capital
Pennsylvania
$672K -$93.1K -1,490 -13%
RH
1630
RFG Holdings
Texas
$671K +$246K +3,940 +66%
DPIM
1631
Duff & Phelps Investment Management
Illinois
$670K -$2.53M -40,450 -80%
SHFP
1632
Second Half Financial Partners
Florida
$667K – – –
PCM
1633
Parsons Capital Management
Rhode Island
$667K +$22.5K +360 +4%
BPCA
1634
Bank Pictet & Cie (Asia)
Singapore
$667K +$243K +3,890 +65%
HWA
1635
Heritage Wealth Advisors
Virginia
$665K – – –
HFM
1636
Hartford Funds Management
Pennsylvania
$664K +$224K +3,580 +57%
MAWA
1637
Moss Adams Wealth Advisors
Washington
$661K +$121K +1,930 +25%
DLHL
1638
Donald L. Hagan LLC
Florida
$660K -$89.3K -1,430 -13%
DOA
1639
D'Orazio & Associates
Virginia
$660K +$74.3K +1,190 +14%
KCPG
1640
Kavar Capital Partners Group
Kansas
$660K – – –
PPWM
1641
PFG Private Wealth Management
Florida
$659K +$8.74K +140 +1%
NPF
1642
Norris Perne & French
Michigan
$658K – – –
OWA
1643
Opal Wealth Advisors
New York
$657K -$41.8K -670 -6%
VAG
1644
VisionPoint Advisory Group
Texas
$657K -$67.5K -1,080 -10%
RZH
1645
Relyea Zuckerberg Hanson
Connecticut
$657K +$42.5K +680 +8%
HA
1646
Herold Advisors
New York
$656K – – –
SSWM
1647
Sheets Smith Wealth Management
North Carolina
$655K +$107K +1,720 +22%
BBW
1648
Blue Barn Wealth
Utah
$654K -$199K -3,180 -25%
WA
1649
Wealthstream Advisors
New York
$654K -$47.5K -760 -7%
CRC
1650
Curi RMB Capital
Illinois
$654K -$625 -10 -0.1%
64 65
66
67 68