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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2701
Lee Financial
Texas
$378K +$102K +500 +31%
CSPAM
2702
Cary Street Partners Asset Management
Virginia
$377K +$30.9K +152 +8%
TFCP
2703
Twin Focus Capital Partners
Massachusetts
$376K +$6.71K +33 +2%
SWM
2704
Scissortail Wealth Management
Oklahoma
$376K +$22.8K +112 +6%
SI
2705
Saxon Interests
Texas
$375K -$54.7K -269 -12%
EMFAT
2706
Emerald Mutual Fund Advisers Trust
Pennsylvania
$375K +$6.71K +33 +2%
DE
2707
Day & Ennis
Georgia
$374K -$407 -2 -0.1%
SCA
2708
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
QCIG
2709
Quad-Cities Investment Group
Iowa
$373K +$17.3K +85 +4%
IAG
2710
Investmark Advisory Group
Connecticut
$373K +$121K +594 +39%
WWP
2711
WR Wealth Planners
Missouri
$373K +$93.8K +461 +28%
LRIA
2712
Leonard Rickey Investment Advisors
Washington
$372K -$20.8K -102 -5%
SCFS
2713
S.C. Financial Services
Arizona
$372K +$19.5K +96 +5%
TCM
2714
Towercrest Capital Management
Pennsylvania
$368K -$10.2K -50 -2%
OPWM
2715
Oakwell Private Wealth Management
Texas
$368K +$11.2K +55 +3%
PCOC
2716
Power Corp of Canada
Canada
$368K +$421K +2,069 New
RTC
2717
Riverview Trust Company
Washington
$367K -$205K -1,005 -33%
LA
2718
LexAurum Advisors
Kansas
$366K -$2.04K -10 -0.5%
MFS
2719
Mirabella Financial Services
United Kingdom
$364K -$2.38M -11,677 -85%
OPOWM
2720
One Plus One Wealth Management
Florida
$363K -$25.4K -125 -6%
LWP
2721
Legacy Wealth Planning
Nevada
$363K +$5.09K +25 +1%
CSWM
2722
Cassady Schiller Wealth Management
Ohio
$363K +$33.2K +163 +9%
SCM
2723
SOL Capital Management
Maryland
$362K – – –
TAIM
2724
TD Ameritrade Investment Management
Nebraska
$361K -$36K -177 -8%
CPWA
2725
Cerro Pacific Wealth Advisors
California
$360K -$153K -753 -27%
107 108
109
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