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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3126
Defender Capital
North Carolina
$435K – – –
MIM
3127
Merrion Investment Management
New Jersey
$435K – – –
SM
3128
Selkirk Management
New Jersey
$435K – – –
CP
3129
Coho Partners
Pennsylvania
$435K -$22.4K -500 -5%
MIM
3130
MTM Investment Management
South Carolina
$434K – – –
UFF
3131
USA Financial Formulas
Michigan
$434K -$620K -13,830 -58%
WCM
3132
Wealthcare Capital Management
Virginia
$434K -$12.5K -280 -3%
RIS
3133
Retirement Income Solutions
Michigan
$430K +$66.3K +1,480 +18%
SWM
3134
Shakespeare Wealth Management
Wisconsin
$428K -$108K -2,400 -20%
JFA
3135
JNBA Financial Advisors
Minnesota
$428K -$15.2K -340 -3%
HWM
3136
HighMark Wealth Management
Minnesota
$428K +$1.34K +30 +0.3%
RRA
3137
Round Rock Advisors
Connecticut
$426K -$11.2K -250 -2%
SAM
3138
Simplify Asset Management
Nevada
$426K -$156K -3,480 -26%
SFPG
3139
Stonebridge Financial Planning Group
Florida
$426K +$43K +960 +11%
NWA
3140
New World Advisors
Massachusetts
$425K +$125K +2,780 +40%
HB
3141
Horizon Bancorp
Indiana
$423K +$294K +6,560 +207%
FBC
3142
Fairfield, Bush & Co
Connecticut
$420K -$23.3M -520,350 -98%
HCM
3143
Highlander Capital Management
New Jersey
$420K -$448K -10,000 -51%
RCI
3144
RS Crum Inc
California
$418K -$42.1K -940 -9%
TC
3145
TAGStone Capital
North Carolina
$418K +$448 +10 +0.1%
GCA
3146
Greenwood Capital Associates
South Carolina
$417K -$152K -3,400 -26%
SRC
3147
Shufro Rose & Co
New York
$416K – – –
AAM
3148
Augustine Asset Management
Florida
$416K +$11.6K +260 +3%
LGG
3149
Luts & Greenleigh Group
Maryland
$415K +$40.8K +910 +11%
AAG
3150
Armstrong Advisory Group
Massachusetts
$415K -$7.17K -160 -2%
124 125
126
127 128