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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2826
Advisory Resource Group
Oklahoma
$673K +$36.2K +300 +7%
HFP
2827
Holistic Financial Partners
Indiana
$670K -$290K -2,400 -33%
PWA
2828
Peterson Wealth Advisors
Utah
$670K +$9.66K +80 +2%
ODIJL
2829
One Day In July LLC
Vermont
$668K – – –
JWBC
2830
John W. Brooker & Co
California
$665K +$471K +3,900 +424%
ICP
2831
Ironvine Capital Partners
Nebraska
$662K -$24.2K -200 -4%
HCA
2832
Horan Capital Advisors
Ohio
$662K +$24.2K +200 +4%
PG
2833
Prostatis Group
Maryland
$659K +$577K +4,780 New
GSC
2834
G&S Capital
Colorado
$657K -$563K -4,660 -49%
WFPG
2835
Waller Financial Planning Group
Ohio
$657K -$65.2K -540 -10%
VBFP
2836
Valtinson Bruner Financial Planning
Minnesota
$656K – – –
BWM
2837
Biltmore Wealth Management
Arizona
$655K +$99K +820 +14%
ERIM
2838
Eagle Ridge Investment Management
Connecticut
$654K -$48.3K -400 -8%
RPSA
2839
Richard P. Slaughter Associates
Texas
$654K -$16.9K -140 -3%
WPIC
2840
White Pine Investment Company
Michigan
$651K -$99K -820 -15%
BWM
2841
BigSur Wealth Management
Florida
$648K -$1.57M -13,000 -73%
CCA
2842
Clearwater Capital Advisors
Illinois
$648K -$9.66K -80 -2%
OEP
2843
Ocean Endowment Partners
Illinois
$646K -$104K -860 -11%
TIA
2844
Traphagen Investment Advisors
New Jersey
$646K – – –
TSW
2845
Thompson Siegel & Walmsley
Virginia
$643K -$1.93M -15,940 -77%
GCA
2846
Gradient Capital Advisors
California
$643K +$16.9K +140 +3%
GIA
2847
GHP Investment Advisors
Colorado
$640K -$273K -2,260 -33%
MCM
2848
Monument Capital Management
Virginia
$640K +$229K +1,900 +69%
SFG
2849
Sather Financial Group
Texas
$637K -$341K -2,820 -38%
CCA
2850
Conservest Capital Advisors
Pennsylvania
$635K -$19.3K -160 -3%
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114
115 116