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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
3151
Harding Loevner
New Jersey
$14K – – –
NF
3152
Norwood Financial
Pennsylvania
$13K – – –
WFA
3153
West Financial Advisors
Iowa
$13K +$14.7K +72 New
FIA
3154
FNY Investment Advisers
New York
$11K +$12.8K +63 New
HWP
3155
Highline Wealth Partners
California
$10.8K +$12.4K +61 New
BC
3156
Belmont Capital
California
$10K +$11K +54 New
HRC
3157
Hoertkorn Richard Charles
$8K +$9.36K +46 New
CMBA
3158
C.M. Bidwell & Associates
Hawaii
$7K – – –
CWM
3159
Cranbrook Wealth Management
Michigan
$7K – – –
RIM
3160
Ranger Investment Management
Texas
$7K – – –
RCC
3161
Red Cedar Capital
Nebraska
$7K – – –
CM
3162
Cornerstone Management
Georgia
$6.04K – – –
SA
3163
SRH Advisors
Kansas
$6K +$1.22K +6 +21%
PPWM
3164
PFG Private Wealth Management
Florida
$6K +$3.26K +16 +89%
HF
3165
Halpern Financial
Virginia
$5.68K -$4.48K -22 -41%
YAL
3166
Your Advocates Ltd
Texas
$5K -$5.49K -27 -50%
CWA
3167
Carolina Wealth Advisors
South Carolina
$4K – – –
LIM
3168
Longfellow Investment Management
Massachusetts
$4K – – –
MIM
3169
Macroview Investment Management
Maryland
$4K – – –
UFF
3170
USA Financial Formulas
Michigan
$4K +$203 +1 +5%
TJHA
3171
Thomas J. Herzfeld Advisors
Florida
$4K +$2.65K +13 +144%
RG
3172
Retirement Group
California
$3K -$16.7K -82 -81%
TFA
3173
Transamerica Financial Advisors
Florida
$3K -$5.49K -27 -61%
JIR
3174
James Investment Research
Ohio
$3K – – –
SAM
3175
Strategic Asset Management
Minnesota
$3K +$25K +123 +154%
125 126
127
128 129