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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2701
Coe Capital Management
Illinois
$341K -$46.9K -900 -13%
CI
2702
CX Institutional
Indiana
$338K – – –
FGAM
2703
Financial Gravity Asset Management
Texas
$335K -$20.8K -400 -6%
PP
2704
Pension Partners
New York
$333K – – –
AW
2705
Alpha Windward
Massachusetts
$332K -$28.1K -540 -8%
PMG
2706
Private Management Group
California
$332K +$16.2K +312 +6%
KS
2707
Karpas Strategies
Connecticut
$328K – – –
SAM
2708
Silphium Asset Management
United Kingdom
$328K +$302K +5,804 New
TP
2709
Truvvo Partners
New York
$324K – – –
AWA
2710
Artemis Wealth Advisors
New York
$323K – – –
BWI
2711
Beacon Wealthcare Inc
North Carolina
$323K – – –
PAS
2712
Professional Advisory Services
Florida
$322K -$40.8K -784 -12%
SIG
2713
Sky Investment Group
Connecticut
$321K +$26.7K +512 +10%
PR
2714
Payden & Rygel
California
$316K – – –
QAM
2715
Quantres Asset Management
Cayman Islands
$316K +$292K +5,600 New
JWM
2716
Janiczek Wealth Management
Colorado
$315K +$13.3K +256 +5%
PWS
2717
Paragon Wealth Strategies
Florida
$314K -$625 -12 -0.2%
WHRC
2718
W.H. Reaves & Co
New Jersey
$314K – – –
ACM
2719
Argyle Capital Management
Pennsylvania
$312K – – –
SWMG
2720
Sanchez Wealth Management Group
Florida
$304K +$833 +16 +0.3%
KTA
2721
Keeley-Teton Advisors
Illinois
$299K +$833 +16 +0.3%
AIA
2722
Arcadia Investment Advisors
Idaho
$295K -$810K -15,552 -75%
IP
2723
Isthmus Partners
Wisconsin
$289K +$14.6K +280 +6%
SPI
2724
Santori & Peters Inc
Pennsylvania
$289K +$267K +5,128 New
LA
2725
Lynch & Associates
Indiana
$286K +$264K +5,068 New
107 108
109
110 111