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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1701
Costello Asset Management
Pennsylvania
$590K -$20.4K -93 -4%
CFIA
1702
Cantor Fitzgerald Investment Advisors
New York
$587K – – –
RWP
1703
Revolve Wealth Partners
New Jersey
$587K -$19.3K -88 -4%
GFA
1704
Gallagher Fiduciary Advisors
Illinois
$587K +$33.8K +154 +7%
WE
1705
Wealth Effects
Massachusetts
$586K +$99.2K +452 +25%
ACM
1706
Ascent Capital Management
Oregon
$585K +$9.22K +42 +2%
AFPL
1707
Advus Financial Partners, LLC
Florida
$584K -$7.46K -34 -1%
AFT
1708
Alpha Family Trust
California
$583K – – –
JCM
1709
Jacobsen Capital Management
Utah
$582K +$54.9K +250 +12%
IIC
1710
Ironwood Investment Counsel
Arizona
$582K -$8.34K -38 -2%
IWP
1711
Invenio Wealth Partners
Florida
$579K -$24.1K -110 -5%
PA
1712
Promethium Advisors
Maryland
$579K -$8.12K -37 -2%
GAA
1713
Guardian Asset Advisors
Pennsylvania
$579K +$41.7K +190 +9%
PP
1714
PFS Partners
New Jersey
$578K -$11K -50 -2%
SAF
1715
Smith Anglin Financial
Texas
$578K -$219K -996 -31%
CAM
1716
Close Asset Management
United Kingdom
$578K -$11.6K -53 -2%
FWP
1717
FAS Wealth Partners
Kansas
$577K -$1.1K -5 -0.2%
NIM
1718
Northeast Investment Management
Massachusetts
$576K -$8.78K -40 -2%
HIA
1719
HFM Investment Advisors
New Jersey
$576K +$4.61K +21 +0.9%
UAG
1720
United Advisor Group
Ohio
$576K +$168K +764 +52%
FVWA
1721
Foster Victor Wealth Advisors
South Carolina
$575K +$7.9K +36 +2%
CBT
1722
CoreFirst Bank & Trust
Kansas
$574K – – –
PP
1723
Prudential plc
United Kingdom
$573K +$488K +2,225 New
CFP
1724
Curran Financial Partners
South Carolina
$571K -$14.3K -65 -3%
HPBT
1725
Hickory Point Bank & Trust
Illinois
$571K – – –
67 68
69
70 71