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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3551
PCG Wealth Advisors
Kansas
$782K – – –
NP
3552
Ninepoint Partners
Ontario, Canada
$781K +$823K +6,144 New
PG
3553
Prostatis Group
Maryland
$780K -$12.4M -92,686 -94%
MFS
3554
Madrona Financial Services
Washington
$778K -$2.14K -16 -0.3%
WFPG
3555
Waller Financial Planning Group
Ohio
$777K -$147K -1,100 -15%
DSA
3556
Droms Strauss Advisors
Missouri
$776K +$14.7K +110 +2%
KNW
3557
Kesler Norman & Wride
Utah
$775K +$168K +1,255 +26%
CAP
3558
Columbia Advisory Partners
Washington
$774K -$10.7K -80 -1%
SF
3559
Slagle Financial
Illinois
$774K +$94.7K +707 +13%
TC
3560
Truvestments Capital
Florida
$774K +$139K +1,036 +21%
PFM
3561
Phillips Financial Management
Indiana
$770K +$302K +2,251 +59%
IP
3562
Investment Partners
Ohio
$768K +$113K +841 +16%
SSW
3563
Smith Shellnut Wilson
Mississippi
$768K +$104K +779 +15%
FWSM
3564
First Wilshire Securities Management
California
$767K -$99.6K -743 -11%
SFG
3565
Sterling Financial Group
California
$767K +$402 +3 +0%
RCG
3566
Ruane, Cunniff & Goldfarb
New York
$765K – – –
LFA
3567
Lauterbach Financial Advisors
Texas
$763K -$13.4K -100 -2%
KGC
3568
Kennon-Green & Company
Ohio
$763K +$64.6K +482 +9%
ONGA
3569
O'Neil Global Advisors
California
$763K -$2.43M -18,157 -75%
CI
3570
CAZ Investments
Texas
$763K – – –
TVAMP
3571
Tennessee Valley Asset Management Partners
Tennessee
$762K -$68.3K -510 -8%
RWM
3572
RBA Wealth Management
California
$761K -$4.52M -33,723 -85%
MWM
3573
McNaughton Wealth Management
California
$760K -$15.3K -114 -2%
CPP
3574
Capasso Planning Partners
South Carolina
$759K -$536 -4 -0.1%
DACG
3575
Donor Advised Charitable Giving
California
$758K – – –
141 142
143
144 145