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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
5701
Palouse Capital Management
Washington
$614K -$2.86K -11 -0.5%
EFG
5702
Erickson Financial Group
Pennsylvania
$613K +$37K +142 +6%
OP
5703
Oath Planning
Oklahoma
$610K +$64.5K +248 +12%
FF
5704
Foundry Financial
California
$609K +$69.7K +268 +13%
DCU
5705
Dara Capital US
Florida
$609K – – –
FCM
5706
Fairholme Capital Management
Florida
$609K – – –
IFPL
5707
Investments & Financial Planning LLC
Kentucky
$602K -$157K -602 -20%
C
5708
Croban
Ohio
$597K -$24.7K -95 -4%
HOWA
5709
Hudson Oak Wealth Advisory
New Jersey
$594K -$10.9K -42 -2%
RBCM
5710
Raub Brock Capital Management
California
$593K -$241K -925 -28%
AWMNH
5711
Arcadia Wealth Management (New Hampshire)
New Hampshire
$592K +$19.3K +74 +3%
KPPF
5712
Klein Pavlis & Peasley Financial
California
$590K +$125K +482 +26%
PA
5713
Powerhouse Assets
Massachusetts
$589K -$25.8K -99 -4%
JWBC
5714
John W. Brooker & Co
California
$589K +$270K +1,036 +81%
PCMM
5715
Piedmont Capital Management (Montana)
Montana
$589K +$313K +1,201 +112%
VWA
5716
VERITY Wealth Advisors
United States
$588K – – –
TWM
5717
Troutman Wealth Management
Pennsylvania
$578K -$4.42K -17 -0.7%
MLIC
5718
Mandatum Life Insurance Company
Finland
$575K -$56K -215 -9%
RHJA
5719
Rice Hall James & Associates
California
$575K -$31.2K -120 -5%
IWM
5720
Inlight Wealth Management
Georgia
$574K +$2.86K +11 +0.5%
B
5721
Bedminster
South Carolina
$572K -$20.8K -80 -3%
DF
5722
Downshift Financial
Colorado
$571K +$105K +402 +23%
AAG
5723
Accordant Advisory Group
Maryland
$571K +$142K +545 +32%
LW
5724
Lauer Wealth
Indiana
$569K +$44.2K +170 +8%
SC
5725
Scratch Capital
Idaho
$568K +$20.3K +78 +4%
227 228
229
230 231