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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4151
Waddell & Associates
Tennessee
$711K +$5.84K +35 +0.9%
JF
4152
Joule Financial
Kentucky
$710K +$87K +521 +15%
HPIA
4153
Hamilton Point Investment Advisors
North Carolina
$708K +$5.01K +30 +0.8%
CPWM
4154
Cypress Point Wealth Management
Texas
$708K -$49.6K -297 -7%
EFA
4155
Evernest Financial Advisors
Indiana
$707K +$116K +697 +21%
BBWP
4156
Beacon Bridge Wealth Partners
Pennsylvania
$706K +$5.84K +35 +0.9%
SF
4157
Slagle Financial
Illinois
$705K -$1.2M -7,218 -65%
BWM
4158
BCGM Wealth Management
Indiana
$705K +$8.35K +50 +1%
DI
4159
DAGCO Inc
Ohio
$705K +$242K +1,449 +59%
BCFD
4160
Boit C.F. David
$705K – – –
FWSM
4161
First Wilshire Securities Management
California
$705K -$229K -1,374 -26%
PP
4162
PrairieView Partners
Minnesota
$703K +$73.8K +442 +13%
ETIA
4163
Epic Trust Investment Advisors
Washington
$701K +$21.4K +128 +3%
FRM
4164
Fox Run Management
Connecticut
$700K -$296K -1,774 -31%
SR
4165
Syntax Research
Florida
$700K +$16.7K +100 +3%
GA
4166
Greenspring Advisors
Maryland
$699K -$41.1K -246 -6%
TIM
4167
Thompson Investment Management
Wisconsin
$695K -$5.67K -34 -0.9%
LGWM
4168
Litman Gregory Wealth Management
California
$692K +$3.34K +20 +0.5%
HFS
4169
Horizon Financial Services
North Carolina
$692K -$167K -1,001 -21%
MWM
4170
Massachusetts Wealth Management
Massachusetts
$690K +$16.9K +101 +3%
WC
4171
Weil Company
California
$686K +$88.3K +529 +16%
HWMG
4172
Hurlow Wealth Management Group
Indiana
$685K +$501 +3 +0.1%
SJL
4173
Shayne & Jacobs LLC
Tennessee
$685K – – –
CC
4174
Capital Counsel
New York
$685K +$219K +1,310 +53%
CKAIS
4175
Christensen King & Associates Investment Services
Washington
$685K +$7.68K +46 +1%
165 166
167
168 169