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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2701
Planning Directions
Pennsylvania
$10.8M +$13.4K +57 +0.1%
WMA
2702
West Michigan Advisors
Michigan
$10.8M -$291K -1,236 -3%
PC
2703
Pecaut & Co
Iowa
$10.8M -$838K -3,556 -8%
BEAM
2704
Baker Ellis Asset Management
Washington
$10.8M +$59.6K +253 +0.6%
NCM
2705
Northwest Capital Management
Oregon
$10.8M -$1.96M -8,313 -16%
SNBOSD
2706
Security National Bank of So Dak
Iowa
$10.8M +$117K +496 +1%
MCA
2707
MSH Capital Advisors
Arizona
$10.8M -$220K -935 -2%
PWA
2708
Providence Wealth Advisors
Illinois
$10.8M -$231K -982 -2%
SIS
2709
Strategic Investment Solutions
Illinois
$10.8M -$67.4K -286 -0.5%
RCM
2710
Rockbridge Capital Management
Virginia
$10.7M +$10.1M +42,896 New
CIS
2711
Custom Index Systems
New York
$10.7M +$334K +1,418 +3%
FDS
2712
Freedom Day Solutions
Texas
$10.7M -$231K -980 -2%
PHIC
2713
Pine Haven Investment Counsel
Massachusetts
$10.7M -$134K -567 -1%
PWM
2714
PBMares Wealth Management
Virginia
$10.7M +$117K +497 +1%
SC
2715
Savoie Capital
Illinois
$10.7M – – –
BWAM
2716
Boyd Watterson Asset Management
Ohio
$10.7M -$79.4K -337 -0.8%
SFS
2717
Security Financial Services
Indiana
$10.7M +$38.4K +163 +0.4%
HGWM
2718
Horst & Graben Wealth Management
Oregon
$10.7M -$341K -1,448 -3%
AFPL
2719
Advus Financial Partners, LLC
Florida
$10.7M +$280K +1,187 +3%
SMA
2720
Seven Mile Advisory
New Jersey
$10.7M +$1.58M +6,684 +19%
EW
2721
Evexia Wealth
Wisconsin
$10.6M -$218K -925 -2%
CA
2722
Calton & Associates
Florida
$10.6M -$2.27M -9,631 -18%
PPWM
2723
Paragon Private Wealth Management
Kentucky
$10.6M +$843K +3,575 +9%
JE
2724
JMAC Enterprises
Pennsylvania
$10.6M +$33.5K +142 +0.3%
HCCM
2725
Hudson Canyon Capital Management
New York
$10.6M – – –
107 108
109
110 111