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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
701
USA Financial Formulas
Michigan
$470K +$471K +3,326 +83,150%
PWG
702
Portside Wealth Group
Utah
$469K -$18.9K -133 -4%
AT
703
American Trust
Kentucky
$468K +$471K +3,320 New
PFT
704
Providence First Trust
Arizona
$463K +$77.5K +547 +20%
IAA
705
Independent Advisor Alliance
North Carolina
$462K +$81.8K +577 +21%
BAAM
706
Baker Avenue Asset Management
California
$461K +$105K +740 +29%
SOW
707
State of Wyoming
Wyoming
$456K -$132K -928 -22%
FB
708
Fulton Bank
Pennsylvania
$455K +$8.22K +58 +2%
KPWS
709
Kestra Private Wealth Services
Texas
$453K -$2.55K -18 -0.6%
MCA
710
Martin Capital Advisors
Texas
$453K – – –
HT
711
Headlands Technologies
Illinois
$452K +$454K +3,204 New
NW
712
NewEdge Wealth
Pennsylvania
$450K +$12K +85 +3%
CCM
713
Crew Capital Management
Ohio
$446K +$992 +7 +0.2%
CL
714
CSS LLC
Illinois
$444K +$150K +1,060 +51%
IA
715
IFP Advisors
Florida
$443K -$73.1K -516 -14%
AG
716
Algert Global
California
$440K -$318K -2,244 -42%
CFA
717
Collaborative Fund Advisors
Nevada
$440K +$442K +3,117 New
IB
718
Intrust Bank
Kansas
$439K +$441K +3,114 New
PSP
719
Principal Street Partners
Tennessee
$436K -$369K -2,601 -46%
MYIA
720
Mount Yale Investment Advisors
Colorado
$433K +$435K +3,071 New
PCM
721
Polymer Capital Management
New York
$433K -$689K -4,864 -61%
BMCM
722
Bryn Mawr Capital Management
Pennsylvania
$429K +$16.6K +117 +4%
C
723
Certuity
Florida
$428K +$133K +937 +45%
IFU
724
iSAM Funds (UK)
United Kingdom
$425K +$427K +3,009 New
RCA
725
Resonant Capital Advisors
Wisconsin
$424K +$25.2K +178 +6%
27 28
29
30 31