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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2851
Joseph P. Lucia & Associates
New York
$5.7M +$371K +2,204 +7%
SIM
2852
SSI Investment Management
California
$5.67M -$64.1K -381 -1%
BIM
2853
Barton Investment Management
Pennsylvania
$5.67M -$21K -125 -0.4%
SHA
2854
Seneca House Advisors
Virginia
$5.66M -$303K -1,801 -5%
AI
2855
AXS Investments
New York
$5.66M -$2.04M -12,128 -27%
WFS
2856
Widmann Financial Services
Maryland
$5.65M -$175K -1,042 -3%
PCG
2857
Prosperity Consulting Group
Maryland
$5.65M +$1.09M +6,457 +25%
CCA
2858
Column Capital Advisors
Indiana
$5.65M +$486K +2,888 +10%
GCM
2859
Glynn Capital Management
California
$5.64M – – –
FA
2860
Fermata Advisors
California
$5.64M -$35.3K -210 -0.6%
SIAG
2861
Safeguard Investment Advisory Group
California
$5.64M +$377K +2,244 +7%
KCM
2862
KLK Capital Management
California
$5.63M -$40.9K -243 -0.7%
IIL
2863
Insight Inv LLC
California
$5.63M -$76.9K -457 -1%
NRI
2864
NFP Retirement Inc
California
$5.63M +$2.06M +12,239 +61%
DIP
2865
DT Investment Partners
Pennsylvania
$5.62M +$1.85M +10,986 +52%
PWA
2866
Phoenix Wealth Advisors
North Carolina
$5.62M +$2.32M +13,769 +73%
WWMSC
2867
Wagner Wealth Management (South Carolina)
South Carolina
$5.61M -$331K -1,966 -6%
AWA
2868
Alta Wealth Advisors
Massachusetts
$5.61M +$3.02M +17,954 +127%
SNBOSCI
2869
Security National Bank of Sioux City Iowa
Iowa
$5.61M -$527K -3,136 -9%
AA
2870
Addison Advisors
Vermont
$5.59M +$781K +4,647 +17%
OFW
2871
Omnia Family Wealth
Florida
$5.59M -$877K -5,218 -14%
RDIA
2872
RE Dickinson Investment Advisors
Iowa
$5.57M -$18K -107 -0.3%
FPA
2873
First Pacific Advisors
California
$5.56M -$417K -2,477 -7%
EA
2874
Ellsworth Advisors
Ohio
$5.55M -$984K -5,852 -15%
SCP
2875
Sandhill Capital Partners
New York
$5.55M +$83.2K +495 +2%
113 114
115
116 117