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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2076
Heritage Wealth Management (Arizona)
Arizona
$86K – – –
WFA
2077
West Financial Advisors
Iowa
$86K +$48.8K +225 +147%
IWP
2078
IAG Wealth Partners
Wisconsin
$85K – – –
RWM
2079
Raffa Wealth Management
District of Columbia
$83.6K -$4.56K -21 -5%
KFP
2080
KB Financial Partners
New Jersey
$82K – – –
RA
2081
Resolute Advisors
California
$80K -$48.8K -225 -39%
MRCM
2082
M&R Capital Management
New Jersey
$80K +$65.1K +300 +556%
IHWM
2083
Iron Horse Wealth Management
Iowa
$79K – – –
EBA
2084
Eagle Bay Advisors
New York
$78K +$73.6K +339 New
DSC
2085
Duncker Streett & Co
Missouri
$77K – – –
CHC
2086
City Holding Co
West Virginia
$77K +$1.95K +9 +3%
SQA
2087
Simon Quick Advisors
New Jersey
$76K +$5.21K +24 +8%
PGAM
2088
Princeton Global Asset Management
New Jersey
$75K +$33.9K +156 +90%
PA
2089
Perennial Advisors
New York
$70K – – –
RCC
2090
Red Cedar Capital
Nebraska
$69K – – –
AP
2091
Arlington Partners
Alabama
$68K -$87.9K -405 -57%
BWL
2092
Bogart Wealth LLC
Virginia
$68K +$5.86K +27 +10%
RBC
2093
Roble Belko & Company
Pennsylvania
$68K +$26.7K +123 +69%
GKIM
2094
GW&K Investment Management
Massachusetts
$68K +$65.1K +300 New
CAL
2095
Capital Advisors Ltd
Ohio
$65K – – –
PB
2096
Pinnacle Bancorp
Nebraska
$60K – – –
CCC
2097
Crescent Capital Consulting
Louisiana
$59K +$35.8K +165 +177%
MA
2098
Modus Advisors
Minnesota
$59K +$56.7K +261 New
CA
2099
CastleArk Alternatives
Illinois
$58K -$55.4K -255 -50%
IBOK
2100
Independence Bank of Kentucky
Kentucky
$52K -$16.3K -75 -25%
82 83
84
85 86