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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1851
Kestra Investment Management
Texas
$21.1M +$3.46M +13,300 +19%
EFG
1852
Everest Financial Group
Minnesota
$21M +$3.76M +14,432 +21%
JF
1853
JSF Financial
California
$21M -$381K -1,463 -2%
JHCP
1854
Jackson Hole Capital Partners
Oklahoma
$21M +$356K +1,369 +2%
CFA
1855
Cahill Financial Advisors
Minnesota
$21M -$169K -649 -0.8%
SGM
1856
Skye Global Management
Florida
$20.9M +$21.5M +82,500 New
PAM
1857
Pegasus Asset Management
New York
$20.9M -$213K -818 -1%
OFP
1858
OFC Financial Planning
New Jersey
$20.9M – – –
TL
1859
Tradewinds LLC
North Carolina
$20.8M -$901K -3,462 -4%
LA
1860
LexAurum Advisors
Kansas
$20.8M +$21.3M +82,002 New
MIH
1861
Meitav Investment House
Israel
$20.8M +$329K +1,264 +2%
CCMW
1862
Cypress Capital Management (Wyoming)
Wyoming
$20.8M -$78.6K -302 -0.4%
WC
1863
Westhampton Capital
North Carolina
$20.8M -$145K -559 -0.7%
SCA
1864
St. Clair Advisors
Ohio
$20.8M -$632K -2,429 -3%
CL
1865
CVFG LLC
Indiana
$20.7M +$12.9M +49,606 +155%
AF
1866
Apollon Financial
South Carolina
$20.7M -$10.4K -40 -0%
TLCM
1867
Twin Lakes Capital Management
California
$20.7M -$19.8K -76 -0.1%
CCC
1868
Chelsea Counsel Company
California
$20.6M -$2.44M -9,362 -10%
FCA
1869
FLC Capital Advisors
California
$20.6M +$244K +937 +1%
RZH
1870
Relyea Zuckerberg Hanson
Connecticut
$20.6M -$3.78M -14,507 -15%
DSAM
1871
Dock Street Asset Management
Florida
$20.6M -$861K -3,308 -4%
DFA
1872
Delta Financial Advisors
Louisiana
$20.6M -$137K -526 -0.6%
OCM
1873
Once Capital Management
New York
$20.5M – – –
TPA
1874
Trivium Point Advisory
Connecticut
$20.5M -$4.98M -19,132 -19%
FC
1875
Fusion Capital
South Carolina
$20.5M -$231K -888 -1%
73 74
75
76 77