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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2826
Level Financial Advisors
New York
$35K -$10.6K -720 -23%
DCM
2827
Disciplina Capital Management
Tennessee
$34.8K – – –
MUMSS
2828
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$33.7K +2,300 New
RAM
2829
Riggs Asset Management
Pennsylvania
$32.9K -$2.93K -200 -8%
HWM
2830
Horizons Wealth Management
North Carolina
$32K – – –
GC
2831
Gould Capital
Washington
$31.4K -$9.97K -680 -24%
DCBT
2832
Dakota Community Bank & Trust
North Dakota
$31K -$2.2K -150 -7%
FWA
2833
FSC Wealth Advisors
New York
$30.3K -$9.68K -660 -24%
TIM
2834
Tortoise Investment Management
New York
$29.5K +$3.23K +220 +12%
BFPW
2835
BOK Financial Private Wealth
Colorado
$29.2K – – –
CWM
2836
CarsonAllaria Wealth Management
Illinois
$29K – – –
GA
2837
GoalVest Advisory
New York
$28.5K +$15.8K +1,080 +124%
SL
2838
Savior LLC
Massachusetts
$26.3K – – –
UOTTAIMCU
2839
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$26.4K +1,800 New
WCMN
2840
Westchester Capital Management (Nebraska)
Nebraska
$25.7K – – –
DF
2841
DecisionPoint Financial
Arizona
$25.7K +$25.8K +1,760 New
CAM
2842
Costello Asset Management
Pennsylvania
$24.8K – – –
AW
2843
Avion Wealth
Texas
$22K – – –
FCMT
2844
Founders Capital Management (Texas)
Texas
$22K – – –
RCM
2845
Raleigh Capital Management
North Carolina
$21.5K +$3.23K +220 +18%
PWS
2846
Paragon Wealth Strategies
Florida
$21.1K -$22.1K -1,510 -51%
RBC
2847
Roble Belko & Company
Pennsylvania
$21K – – –
POIA
2848
Pin Oak Investment Advisors
Texas
$20K +$7.33K +500 +56%
LWP
2849
Lumature Wealth Partners
Georgia
$19.4K -$26.4K -1,800 -58%
DMKJ
2850
David M. Knott Jr
$19K – – –
112 113
114
115 116