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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1026
Marshall Investment Management
Colorado
$948 – – –
ANBT
1027
American National Bank & Trust
Texas
$915 +$1K +29 New
HWA
1028
Heritage Wealth Advisors
Virginia
$885 – – –
HCM
1029
Hollencrest Capital Management
California
$790 -$201K -5,808 -100%
HIA
1030
HFM Investment Advisors
New Jersey
$759 +$311 +9 +60%
DPW
1031
DiNuzzo Private Wealth
Pennsylvania
$696 -$1.76K -51 -70%
EFMH
1032
E Fund Management (HK)
Hong Kong
$632 – – –
NRG
1033
Nemes Rush Group
Michigan
$632 – – –
BIM
1034
Breakwater Investment Management
Washington
$538 +$588 +17 New
BW
1035
Basepoint Wealth
Iowa
$490 +$35 +1 +7%
DCM
1036
Davis Capital Management
Florida
$474 +$518 +15 New
DF
1037
Downshift Financial
Colorado
$443 +$484 +14 New
SFCL
1038
Strengthening Families & Communities LLC
Massachusetts
$443 +$484 +14 New
PMFA
1039
Plante Moran Financial Advisors
Michigan
$379 +$415 +12 New
DF
1040
DecisionPoint Financial
Arizona
$355 +$35 +1 +10%
TCM
1041
Triumph Capital Management
Colorado
$316 -$9.78K -283 -97%
AWM
1042
Activest Wealth Management
Florida
$316 -$3.56K -103 -91%
BHWM
1043
Bay Harbor Wealth Management
Maryland
$316 -$2.56K -74 -88%
AP
1044
Aspect Partners
Virginia
$253 – – –
T
1045
Tidemark
California
$253 +$277 +8 New
DWM
1046
Dogwood Wealth Management
Kansas
$190 -$69 -2 -25%
WA
1047
WestEnd Advisors
North Carolina
$190 – – –
CCWM
1048
Cassaday & Co Wealth Management
Virginia
$95 -$346 -10 -77%
3FI
1049
3 Factor Indexing
California
$95 +$104 +3 New
MCA
1050
Maryland Capital Advisors
Maryland
$95 +$104 +3 New
40 41
42
43 44