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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
5676
Spectrum Asset Management (California)
California
$375K +$139K +608 +60%
CJ
5677
Caitlin John
Michigan
$374K +$173K +758 +88%
MFC
5678
Morris Financial Concepts
South Carolina
$374K +$4.8K +21 +1%
PTC
5679
Provident Trust Company
Wisconsin
$373K +$32K +140 +9%
DC
5680
Dahring Cusmano
Michigan
$373K -$915 -4 -0.2%
UFPG
5681
United Financial Planning Group
New York
$371K +$120K +523 +48%
CWM
5682
Consultiva Wealth Management
Puerto Rico
$370K -$45.8K -200 -11%
PAP
5683
Persistent Asset Partners
Hong Kong
$369K +$366K +1,600 New
HFS
5684
Hughes Financial Services
Virginia
$367K +$17.6K +77 +5%
HF
5685
Holcombe Financial
Georgia
$367K +$24K +105 +7%
OC
5686
OxenFree Capital
Florida
$366K -$1.83K -8 -0.5%
LIWM
5687
Long Island Wealth Management
New York
$366K +$45.8K +200 +14%
CCA
5688
Clarity Capital Advisors
Florida
$366K +$19.2K +84 +6%
BI
5689
BFI Infinity
Switzerland
$364K – – –
PCM
5690
Polymer Capital Management
New York
$363K +$360K +1,574 New
DFS
5691
Demming Financial Services
Ohio
$363K +$360K +1,573 New
FWWM
5692
Fiscal Wisdom Wealth Management
Connecticut
$363K -$11.4K -50 -3%
HIC
5693
Harvey Investment Company
Kentucky
$362K – – –
EIA
5694
Eldridge Investment Advisors
New Hampshire
$362K +$41.2K +180 +13%
MF
5695
Magnetar Financial
Illinois
$361K +$358K +1,566 New
LFA
5696
LifeGuide Financial Advisors
Pennsylvania
$360K -$12.1K -53 -3%
BIA
5697
Barry Investment Advisors
Massachusetts
$357K -$30.9K -135 -8%
HKAM
5698
Horizon Kinetics Asset Management
New York
$357K -$4.58K -20 -1%
FPW
5699
Flagship Private Wealth
Massachusetts
$356K +$686 +3 +0.2%
MWM
5700
Magnolia Wealth Management
Alabama
$356K +$21.5K +94 +6%
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