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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2076
Howard Financial Services
Texas
$507K +$5.4K +260 +1%
EF
2077
Empowered Funds
Pennsylvania
$505K +$506K +24,370 New
IF
2078
IRON Financial
Illinois
$502K +$57.1K +2,750 +13%
BPM
2079
Bowling Portfolio Management
Ohio
$500K -$13.3K -640 -3%
AWM
2080
Aries Wealth Management
Maine
$500K +$2.49K +120 +0.5%
SIC
2081
Samalin Investment Counsel
New York
$499K +$17K +820 +4%
PAMP
2082
Polar Asset Management Partners
Ontario, Canada
$498K -$9.27M -446,460 -95%
HT
2083
Heritage Trust
Oklahoma
$498K -$132K -6,360 -21%
BWM
2084
Baystate Wealth Management
Massachusetts
$498K -$28.7K -1,380 -5%
OFA
2085
Oak Family Advisors
Illinois
$497K – – –
AWM
2086
Adams Wealth Management
Utah
$496K -$55.2K -2,660 -10%
MSA
2087
Marino Stram & Associates
Massachusetts
$494K -$150K -7,200 -23%
MAG
2088
Mayfair Advisory Group
Alabama
$494K -$12.3K -590 -2%
SMA
2089
Sage Mountain Advisors
Georgia
$493K +$23K +1,110 +5%
NB
2090
Northwest Bancshares
Pennsylvania
$492K -$65.6K -3,160 -12%
LNWTC
2091
Laird Norton Wetherby Trust Company
Washington
$491K +$90.1K +4,340 +22%
MFWM
2092
Motley Fool Wealth Management
Virginia
$489K +$12.5K +600 +3%
WFMPM
2093
Woodley Farra Manion Portfolio Management
Indiana
$488K – – –
RB
2094
Renasant Bank
Mississippi
$486K -$98.4K -4,740 -17%
OWA
2095
Opal Wealth Advisors
New York
$485K -$62.1K -2,990 -11%
MA
2096
MCF Advisors
Kentucky
$484K +$100K +4,830 +26%
MFW
2097
Mosaic Family Wealth
Missouri
$482K +$73.1K +3,520 +18%
FWM
2098
Focused Wealth Management
New York
$481K +$9.97K +480 +2%
CMBA
2099
C.M. Bidwell & Associates
Hawaii
$477K -$92K -4,430 -16%
CIM
2100
Confluence Investment Management
Missouri
$476K -$64.2K -3,090 -12%
82 83
84
85 86