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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
951
Westport Asset Management
Connecticut
$2.87M – – –
SIA
952
Schechter Investment Advisors
Michigan
$2.86M +$2.56M +27,691 New
LSAG
953
Lake Street Advisors Group
New Hampshire
$2.85M +$39.6K +428 +2%
PA
954
PSI Advisors
Florida
$2.83M -$30.5K -330 -1%
EF
955
Exeter Financial
Arizona
$2.82M -$53.1K -575 -2%
EWA
956
Exencial Wealth Advisors
Oklahoma
$2.82M +$200K +2,168 +9%
LNC
957
Lincoln National Corp
Pennsylvania
$2.81M +$388K +4,204 +18%
CCG
958
Ceeto Capital Group
Florida
$2.8M +$739 +8 +0%
RPCONE
959
Retirement Planning Company of New England
Rhode Island
$2.79M +$2.5M +27,102 New
SC
960
Searle & Co
Connecticut
$2.78M – – –
ARG
961
Advisory Resource Group
Oklahoma
$2.78M -$1.29K -14 -0.1%
CT
962
Coastline Trust
Rhode Island
$2.77M -$41.6K -450 -2%
WWM
963
Western Wealth Management
Colorado
$2.77M +$2.48M +26,876 New
PA
964
Profund Advisors
Maryland
$2.77M +$76.8K +831 +3%
SLI
965
Sumitomo Life Insurance
Japan
$2.76M -$73K -790 -3%
CIA
966
Choate Investment Advisors
Massachusetts
$2.76M +$1.15M +12,458 +87%
TU
967
TDAM USA
Ontario, Canada
$2.76M -$13.5K -146 -0.5%
TLP
968
Trinity Legacy Partners
Texas
$2.75M +$76.7K +830 +3%
SCM
969
SOL Capital Management
Maryland
$2.75M -$9.24K -100 -0.4%
PWP
970
Principle Wealth Partners
Connecticut
$2.74M +$38.7K +419 +2%
ECM
971
Everence Capital Management
Indiana
$2.73M -$1.3M -14,120 -35%
RCM
972
Radnor Capital Management
Pennsylvania
$2.73M +$2.45M +26,509 New
FFH
973
Fairfax Financial Holdings
Ontario, Canada
$2.73M – – –
CIP
974
Convergence Investment Partners
Florida
$2.73M +$204K +2,210 +9%
TC
975
Taika Capital
Florida
$2.72M +$2.42M +26,135 New
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