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Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
4351
Richard P. Slaughter Associates
Texas
$469K -$1.44K -6 -0.3%
LSIA
4352
LaSalle St. Investment Advisors
Illinois
$469K +$470K +1,958 New
FWM
4353
ForthRight Wealth Management
Georgia
$469K +$51.8K +216 +12%
HCM
4354
Howard Capital Management
Georgia
$467K +$19.9K +83 +4%
SPIO
4355
Seven Post Investment Office
California
$465K – – –
PFC
4356
Poplar Forest Capital
California
$464K -$69.1K -288 -13%
W
4357
WorthPointe
California
$463K +$111K +462 +31%
UIA
4358
Ulland Investment Advisors
Minnesota
$460K – – –
BAM
4359
Banta Asset Management
California
$459K – – –
SSWG
4360
Seven Springs Wealth Group
Tennessee
$458K +$186K +775 +68%
CSIA
4361
Carl Stuart Investment Advisor
Texas
$455K – – –
JPLA
4362
Joseph P. Lucia & Associates
New York
$455K -$2.16K -9 -0.5%
CFP
4363
Cypress Financial Planning
New Jersey
$454K +$2.16K +9 +0.5%
T
4364
TNF
Montana
$454K -$23.3K -97 -5%
PCM
4365
Presidio Capital Management
California
$448K +$960 +4 +0.2%
CCM
4366
Cinctive Capital Management
New York
$447K +$447K +1,862 New
HC
4367
Hoese & Co
Minnesota
$446K -$11.5K -48 -3%
PFA
4368
Plotkin Financial Advisors
Maryland
$446K -$1.2K -5 -0.3%
APCM
4369
Arbiter Partners Capital Management
New York
$444K +$444K +1,851 New
SFPG
4370
Stonebridge Financial Planning Group
Florida
$444K +$240 +1 +0.1%
SBF
4371
Sara-Bay Financial
Florida
$442K -$4.8K -20 -1%
WRM
4372
Weybosset Research & Management
Rhode Island
$442K +$10.3K +43 +2%
CP
4373
Camelot Portfolios
Ohio
$442K +$23.3K +97 +6%
TF
4374
Theory Financial
Colorado
$442K +$442K +1,841 New
MBFW
4375
Morton Brown Family Wealth
Pennsylvania
$441K +$13.4K +56 +3%
173 174
175
176 177