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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
951
Moseley Investment Management
Florida
$262K -$44.4K -1,029 -14%
KFA
952
Kelleher Financial Advisors
New York
$260K -$254K -5,900 -49%
NICM
953
Neo Ivy Capital Management
New York
$259K +$266K +6,176 New
CA
954
CV Advisors
Florida
$258K +$265K +6,145 New
CA
955
Clearstead Advisors
Ohio
$256K -$67.8K -1,572 -21%
CHJWM
956
Carlton Hofferkamp & Jenks Wealth Management
Texas
$255K +$21.6K +500 +7%
BWP
957
Baldwin Wealth Partners
Massachusetts
$255K +$248K +5,750 +1,706%
MFA
958
Morling Financial Advisors
California
$255K +$262K +6,086 New
FAIM
959
Financial Advocates Investment Management
Washington
$254K -$259 -6 -0.1%
FWM
960
Focused Wealth Management
New York
$254K +$4.35K +101 +2%
RCG
961
Regatta Capital Group
California
$253K +$260K +6,029 New
MWM
962
Modera Wealth Management
New Jersey
$252K +$259K +6,008 New
PWM
963
PRW Wealth Management
Massachusetts
$251K +$216 +5 +0.1%
FCM
964
Fourpath Capital Management
Oklahoma
$251K +$258K +5,980 New
TF
965
Trek Financial
Arizona
$248K +$32.7K +759 +15%
WFI
966
West Family Investments
California
$247K +$254K +5,884 New
SC
967
Sepio Capital
Utah
$244K +$10.2K +236 +4%
MA
968
Modus Advisors
Minnesota
$244K +$250K +5,809 New
CM
969
CastleKnight Management
New York
$239K +$246K +5,700 New
TC
970
TownSquare Capital
Utah
$239K +$246K +5,704 New
IWP
971
Icon Wealth Partners
Texas
$236K – – –
HH
972
Hilltop Holdings
Texas
$236K +$45.9K +1,064 +23%
CFA
973
Compass Financial Advisors
Indiana
$235K +$242K +5,615 New
UAS
974
United Asset Strategies
New York
$233K -$9.57K -222 -4%
CAAS
975
Capital Asset Advisory Services
Michigan
$232K -$34.4K -798 -13%
37 38
39
40 41