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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
5001
Templeton & Phillips Capital Management
Tennessee
$312K +$18.8K +84 +7%
ACM
5002
American Capital Management
New York
$307K – – –
LIP
5003
Lighthouse Investment Partners
Florida
$306K -$8.61M -38,560 -97%
HC
5004
Hoese & Co
Minnesota
$306K +$89.3K +400 +44%
SIAS
5005
Summit Investment Advisory Services
Minnesota
$305K -$950K -4,253 -76%
RAM
5006
Revere Asset Management
Texas
$304K -$4.58M -20,506 -94%
KI
5007
Kapitalo Investimentos
Brazil
$304K -$178K -799 -38%
TC
5008
Touchstone Capital
Pennsylvania
$303K – – –
DA
5009
DSC Advisors
Illinois
$303K -$39.5K -177 -12%
IMA
5010
Investment Management Associates
Colorado
$298K +$286K +1,281 New
SM
5011
Samjo Management
New York
$298K – – –
OAP
5012
One Advisory Partners
Kansas
$298K +$285K +1,278 New
FLA
5013
Financial Life Advisors
Texas
$294K -$1.12K -5 -0.4%
RJTCONH
5014
Raymond James Trust Company of New Hampshire
New Hampshire
$291K +$6.48K +29 +2%
CFGF
5015
Compass Financial Group (Florida)
Florida
$291K -$1.79K -8 -0.6%
MAG
5016
Members Advisory Group
New York
$289K -$8.93K -40 -3%
AF
5017
Amara Financial
California
$288K +$276K +1,238 New
CSIA
5018
Carl Stuart Investment Advisor
Texas
$283K – – –
TIM
5019
Thor Investment Management
Ohio
$282K +$5.14K +23 +2%
AA
5020
AlphaQ Advisors
Florida
$282K +$3.57K +16 +1%
FOFP
5021
Fee-Only Financial Planning
South Carolina
$280K – – –
SWA
5022
Safir Wealth Advisors
New Hampshire
$280K – – –
EFP
5023
Envision Financial Planning
Tennessee
$279K – – –
SL
5024
Savior LLC
Massachusetts
$274K +$223 +1 +0.1%
CCMIC
5025
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$274K – – –
199 200
201
202 203