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Name Holding Trade Value Shares
Change 		Change in
Stake
KHCM
5076
Kettle Hill Capital Management
New York
$833K +$825K +3,607 New
TWM
5077
TSA Wealth Management
Texas
$832K +$174K +762 +27%
EHAM
5078
Eagle Harbor Asset Management
Washington
$832K +$334K +1,461 +68%
CI
5079
Cherokee Insurance
Michigan
$831K – – –
LBC
5080
Lane Brothers & Co
Arizona
$830K +$822K +3,595 New
BAM
5081
Burkett Asset Management
$829K +$821K +3,590 New
CBT
5082
CoreFirst Bank & Trust
Kansas
$826K -$45.8K -200 -5%
PFG
5083
Prospect Financial Group
Virginia
$826K +$2.29K +10 +0.3%
TPWM
5084
Twelve Points Wealth Management
Massachusetts
$826K -$17.4K -76 -2%
CWM
5085
Chicago Wealth Management
Illinois
$825K -$36.1K -158 -4%
DFA
5086
Davies Financial Advisors
California
$824K -$849K -3,712 -51%
SC
5087
Schubert & Co
Texas
$823K +$73K +319 +10%
CWM
5088
CarsonAllaria Wealth Management
Illinois
$822K – – –
MWM
5089
Maltin Wealth Management
New Jersey
$821K +$4.35K +19 +0.5%
AW
5090
Apricus Wealth
South Carolina
$821K -$16.2K -71 -2%
WWP
5091
Wise Wealth Partners
Arizona
$820K +$6.63K +29 +0.8%
KLI
5092
Kelman-Lazarov Inc
Tennessee
$819K +$59.3K +259 +8%
BG
5093
Bellevue Group
Switzerland
$817K +$396K +1,729 +95%
WAM
5094
Westport Asset Management
Connecticut
$817K – – –
CAS
5095
CTC Alternative Strategies
Illinois
$814K +$274K +1,198 +51%
AIS
5096
Advocate Investing Services
Maryland
$813K +$806K +3,524 New
SM
5097
Sensible Money
Arizona
$813K – – –
TAM
5098
Tucker Asset Management
Colorado
$813K -$30.9K -135 -4%
SPA
5099
Sherbrooke Park Advisers
New York
$809K -$283K -1,235 -26%
FPN
5100
Financial Planning Navigators
Minnesota
$809K +$802K +3,506 New
202 203
204
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