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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
5476
Cove Street Capital
California
$306K – – –
SWA
5477
Safir Wealth Advisors
New Hampshire
$306K – – –
AFS
5478
Axiom Financial Strategies
Indiana
$305K -$96.9K -429 -26%
HA
5479
Hanover Advisors
South Carolina
$304K -$3.84K -17 -1%
KI
5480
Kapitalo Investimentos
Brazil
$302K +$268K +1,185 New
SF
5481
Schaeffer Financial
Maryland
$300K +$4.74K +21 +2%
HFA
5482
Hershey Financial Advisers
Pennsylvania
$298K +$265K +1,172 New
AAA
5483
American Alpha Advisors
New York
$293K +$9.26K +41 +4%
MHB
5484
Midwest Heritage Bank
Iowa
$291K – – –
KPPF
5485
Klein Pavlis & Peasley Financial
California
$291K -$108K -477 -29%
ES
5486
ETF Store
Kansas
$290K +$226 +1 +0.1%
MFG
5487
Mendota Financial Group
Wisconsin
$289K -$2.71K -12 -1%
JBW
5488
Journey Beyond Wealth
Georgia
$288K +$23K +102 +10%
MNA
5489
Manning & Napier Advisors
New York
$286K -$81.3K -360 -24%
FFG
5490
Floyd Financial Group
Missouri
$285K +$25.8K +114 +11%
MWA
5491
Mills Wealth Advisors
Texas
$284K – – –
CWA
5492
Capital Wealth Alliance
Arizona
$284K +$252K +1,115 New
WWM
5493
Woodside Wealth Management
Massachusetts
$284K – – –
BWA
5494
Babb Wealth Advisors
Arizona
$283K +$22.8K +101 +10%
CM
5495
Cornerstone Management
Georgia
$282K – – –
GM
5496
Granger Management
New York
$280K – – –
OF
5497
Optimize Financial
California
$280K -$1.75M -7,757 -88%
MW
5498
Melia Wealth
Oklahoma
$280K +$248K +1,100 New
WAM
5499
Wilsey Asset Management
California
$279K +$248K +1,096 New
CCMIC
5500
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$276K – – –
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220
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