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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
4026
Peterson Wealth Advisors
Utah
$2.13M +$9.42K +51 +0.5%
LC
4027
Longitude (Cayman)
Cayman Islands
$2.13M +$11.1K +60 +0.5%
WIP
4028
WealthCare Investment Partners
Rhode Island
$2.13M +$76.4K +414 +4%
SL
4029
Stevard LLC
Illinois
$2.13M – – –
TFM
4030
Trademark Financial Management
Minnesota
$2.13M +$2.04M +11,040 New
PAIM
4031
Punch & Associates Investment Management
Minnesota
$2.12M -$56.3K -305 -3%
VIM
4032
VELA Investment Management
Ohio
$2.12M -$378K -2,049 -16%
SJL
4033
Shayne & Jacobs LLC
Tennessee
$2.12M +$185 +1 +0%
CM
4034
Columbus Macro
Pennsylvania
$2.12M +$10.9K +59 +0.5%
LFDLE
4035
La Financiere de L'Echiquier
France
$2.12M +$175K +946 +9%
KWM
4036
Kaydan Wealth Management
Michigan
$2.12M – – –
PCM
4037
Palouse Capital Management
Washington
$2.12M -$51K -276 -2%
EGWAG
4038
Elwood & Goetz Wealth Advisory Group
Georgia
$2.12M +$54.1K +293 +3%
HP
4039
HT Partners
Connecticut
$2.11M -$49.5K -268 -2%
PAG
4040
Powers Advisory Group
Illinois
$2.11M -$14.2K -77 -0.7%
WWM
4041
Waterway Wealth Management
Texas
$2.11M +$2.02M +10,967 New
FCM
4042
Fairbanks Capital Management
California
$2.11M – – –
TWM
4043
Tolleson Wealth Management
Texas
$2.11M +$16.1K +87 +0.8%
SWM
4044
Shakespeare Wealth Management
Wisconsin
$2.1M -$26.6K -144 -1%
VAG
4045
VisionPoint Advisory Group
Texas
$2.1M -$293K -1,588 -13%
RPG
4046
Resource Planning Group
Georgia
$2.1M +$34.7K +188 +2%
UCI
4047
Uncommon Cents Investing
Wisconsin
$2.1M – – –
PCC
4048
Park Circle Company
Maryland
$2.1M – – –
AWM
4049
Able Wealth Management
New Jersey
$2.1M +$2.01M +10,891 New
A
4050
AJOVista
Massachusetts
$2.09M +$2.01M +10,876 New
160 161
162
163 164