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Name Holding Trade Value Shares
Change 		Change in
Stake
HH
2776
HWG Holdings
Texas
$75K -$94.6K -1,677 -56%
SA
2777
SRH Advisors
Kansas
$74K – – –
BA
2778
Bellwether Advisors
Nebraska
$73K – – –
MIM
2779
Meridiem Investment Management
United Kingdom
$72K – – –
BHWM
2780
Bay Harbor Wealth Management
Maryland
$71K -$118K -2,086 -63%
CA
2781
Crewe Advisors
Utah
$70K -$10.7K -189 -14%
DI
2782
Disciplined Investments
Oklahoma
$66K -$16.3K -288 -20%
OAJ
2783
Ogorek Anthony Joseph
New York
$65K – – –
LGWM
2784
Litman Gregory Wealth Management
California
$65K +$6.94K +123 +12%
NOI
2785
Newton One Investments
Delaware
$59K – – –
M
2786
Mirova
France
$58K -$6.66K -118 -11%
JWBC
2787
John W. Brooker & Co
California
$56K -$10.3K -183 -16%
EWA
2788
Evolution Wealth Advisors
Florida
$53K +$3.61K +64 +8%
ADIM
2789
Alpha DNA Investment Management
Maryland
$52K +$13.1K +232 +34%
CIA
2790
Cascade Investment Advisors
Oregon
$51.9K +$564 +10 +1%
WAM
2791
Westport Asset Management
Connecticut
$50K – – –
RA
2792
Resolute Advisors
California
$49K +$54.8K +971 New
HRC
2793
Hoertkorn Richard Charles
$47K – – –
HFS
2794
HBC Financial Services
Washington
$45.9K -$19.8K -350 -31%
WFA
2795
West Financial Advisors
Iowa
$44K -$5.25K -93 -11%
MI
2796
Markston International
New York
$43K – – –
CMA
2797
Cedar Mountain Advisors
Oregon
$42K – – –
BC
2798
Barnett & Company
Tennessee
$41K – – –
CWM
2799
Cranbrook Wealth Management
Michigan
$41K +$14.8K +263 +60%
FI
2800
FormulaFolio Investments
Michigan
$40K -$5.72M -101,316 -99%
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112
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