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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2476
Cottage Street Advisors
Massachusetts
$337K +$340K +3,368 New
VFPW
2477
Vantage Financial Partners (Wisconsin)
Wisconsin
$337K +$339K +3,362 New
SIM
2478
SSI Investment Management
California
$336K -$77K -764 -19%
SAMC
2479
Spectrum Asset Management (California)
California
$336K – – –
WWM
2480
Windsor Wealth Management
Indiana
$336K -$8.07K -80 -2%
CG
2481
CFO4Life Group
Texas
$336K +$27.2K +270 +9%
FC
2482
Fusion Capital
South Carolina
$335K +$8.17K +81 +2%
CCA
2483
Column Capital Advisors
Indiana
$335K +$9.28K +92 +3%
NWA
2484
New World Advisors
Massachusetts
$333K -$197K -1,955 -37%
HZ
2485
Hixon Zuercher
Ohio
$333K – – –
GC
2486
Gratus Capital
Georgia
$332K +$335K +3,319 New
KA
2487
Kooman & Associates
Pennsylvania
$332K +$18.3K +182 +6%
GSC
2488
Grey Street Capital
Illinois
$332K +$334K +3,311 New
SFG
2489
Sovereign Financial Group
Connecticut
$331K -$7.86K -78 -2%
CIP
2490
Convergence Investment Partners
Florida
$330K +$22.8K +226 +7%
KFA
2491
Kelleher Financial Advisors
New York
$330K +$332K +3,295 New
TWM
2492
Thrive Wealth Management
Pennsylvania
$330K +$89.3K +886 +37%
FFA
2493
Fairfield Financial Advisors
Massachusetts
$329K -$88.3K -876 -21%
PIA
2494
Pinion Investment Advisors
Kansas
$329K -$76.6K -760 -19%
LF
2495
Lantz Financial
Illinois
$327K +$76.6K +760 +30%
MIG
2496
McGuire Investment Group
Rhode Island
$327K -$807 -8 -0.2%
HI
2497
Humankind Investments
New York
$326K -$45.2K -448 -12%
PGA
2498
Portland Global Advisors
Maine
$326K -$10.1K -100 -3%
EFG
2499
Everhart Financial Group
Ohio
$325K +$327K +3,248 New
HIGP
2500
Hill Investment Group Partners
Missouri
$325K -$9.58K -95 -3%
98 99
100
101 102