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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2601
Yoder Wealth Management
California
$11.4M -$527K -2,026 -4%
LFA
2602
Laraway Financial Advisors
Minnesota
$11.4M -$546K -2,099 -4%
PWA
2603
Providence Wealth Advisors
Illinois
$11.3M -$106K -409 -0.9%
SFS
2604
Security Financial Services
Indiana
$11.3M +$235K +902 +2%
NONA
2605
Ninety One North America
New York
$11.3M +$5.1M +19,607 +78%
CWM
2606
Chesapeake Wealth Management
Virginia
$11.3M -$338K -1,298 -3%
BEAM
2607
Baker Ellis Asset Management
Washington
$11.3M -$128K -490 -1%
SIA
2608
SGL Investment Advisors
Montana
$11.3M -$1.73M -6,653 -15%
SAM
2609
Stansberry Asset Management
Texas
$11.3M -$781 -3 -0%
CIM
2610
CIM Investment Management
Pennsylvania
$11.3M -$52.3K -201 -0.4%
GWM
2611
Glass Wealth Management
Texas
$11.3M +$429K +1,647 +4%
FSWA
2612
Financial Synergies Wealth Advisors
Texas
$11.2M +$5.59M +21,488 +94%
DMC
2613
Drexel Morgan & Co
Pennsylvania
$11.2M – – –
LCM
2614
LCM Capital Management
Illinois
$11.2M +$141K +541 +1%
SP
2615
SIH Partners
Delaware
$11.2M +$5.12M +19,669 +80%
VW
2616
Vance Wealth
California
$11.2M +$580K +2,228 +5%
PMA
2617
Prudent Man Advisors
Illinois
$11.2M +$4M +15,358 +54%
RFWA
2618
RPg Family Wealth Advisory
Massachusetts
$11.2M -$173K -666 -1%
PAA
2619
Peregrine Asset Advisers
Oregon
$11.2M -$2.9M -11,155 -20%
CAM
2620
Chou Associates Management
Ontario, Canada
$11.2M – – –
GP
2621
Greenline Partners
New York
$11.2M -$366K -1,408 -3%
RFA
2622
Resurgent Financial Advisors
Georgia
$11.2M +$2.78M +10,690 +32%
SI
2623
Saxon Interests
Texas
$11.2M +$64.8K +249 +0.6%
FFA
2624
Fi3 Financial Advisors
Indiana
$11.2M +$1.05M +4,022 +10%
EW
2625
Evexia Wealth
Wisconsin
$11.2M -$287K -1,101 -2%
103 104
105
106 107