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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1626
Voya Financial Advisors
Connecticut
$675K -$9.37K -150 -1%
PC
1627
Permit Capital
Pennsylvania
$672K -$93.1K -1,490 -13%
RH
1628
RFG Holdings
Texas
$671K +$246K +3,940 +66%
DPIM
1629
Duff & Phelps Investment Management
Illinois
$670K -$2.53M -40,450 -80%
SHFP
1630
Second Half Financial Partners
Florida
$667K – – –
PCM
1631
Parsons Capital Management
Rhode Island
$667K +$22.5K +360 +4%
BPCA
1632
Bank Pictet & Cie (Asia)
Singapore
$667K +$243K +3,890 +65%
HWA
1633
Heritage Wealth Advisors
Virginia
$665K – – –
HFM
1634
Hartford Funds Management
Pennsylvania
$664K +$224K +3,580 +57%
MAWA
1635
Moss Adams Wealth Advisors
Washington
$661K +$121K +1,930 +25%
DLHL
1636
Donald L. Hagan LLC
Florida
$660K -$89.3K -1,430 -13%
DOA
1637
D'Orazio & Associates
Virginia
$660K +$74.3K +1,190 +14%
KCPG
1638
Kavar Capital Partners Group
Kansas
$660K – – –
PPWM
1639
PFG Private Wealth Management
Florida
$659K +$8.74K +140 +1%
NPF
1640
Norris Perne & French
Michigan
$658K – – –
OWA
1641
Opal Wealth Advisors
New York
$657K -$41.8K -670 -6%
VAG
1642
VisionPoint Advisory Group
Texas
$657K -$67.5K -1,080 -10%
RZH
1643
Relyea Zuckerberg Hanson
Connecticut
$657K +$42.5K +680 +8%
HA
1644
Herold Advisors
New York
$656K – – –
SSWM
1645
Sheets Smith Wealth Management
North Carolina
$655K +$107K +1,720 +22%
BBW
1646
Blue Barn Wealth
Utah
$654K -$199K -3,180 -25%
WA
1647
Wealthstream Advisors
New York
$654K -$47.5K -760 -7%
CRC
1648
Curi RMB Capital
Illinois
$654K -$625 -10 -0.1%
NCFG
1649
New Century Financial Group
New Jersey
$653K +$604K +9,670 New
ACM
1650
Alpha Capital Management
Texas
$650K +$14.4K +230 +2%
64 65
66
67 68