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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
4601
Security National Bank of Sioux City Iowa
Iowa
$391K – – –
WG
4602
Watchman Group
Texas
$390K -$25.2K -137 -6%
FCG
4603
Financial Connections Group
California
$390K +$41.7K +227 +13%
GIM
4604
Guild Investment Management
California
$390K +$370K +2,016 New
EFA
4605
Edge Financial Advisors
Illinois
$389K -$1.57M -8,530 -81%
AWM
4606
Able Wealth Management
New Jersey
$389K +$8.82K +48 +2%
RIG
4607
Renaissance Investment Group
Massachusetts
$389K -$11K -60 -3%
HWP
4608
Hibernia Wealth Partners
Louisiana
$389K +$369K +2,011 New
SWM
4609
Sagace Wealth Management
Florida
$387K +$390K +2,122 New
HAS
4610
Horizon Advisory Services
New York
$387K – – –
SRIM
4611
Saratoga Research & Investment Management
California
$387K – – –
PGCM
4612
Prescott Group Capital Management
Oklahoma
$386K – – –
TCM
4613
Tieton Capital Management
Washington
$386K – – –
HSG
4614
Helen Stephens Group
Texas
$385K -$6.43K -35 -2%
TC
4615
TAP Consulting
Missouri
$384K +$92.2K +502 +34%
AM
4616
Account Management
Massachusetts
$380K -$17.5K -95 -5%
RPSA
4617
Richard P. Slaughter Associates
Texas
$380K -$467K -2,544 -56%
PP
4618
PFS Partners
New Jersey
$380K -$23.5K -128 -6%
CYG
4619
Clean Yield Group
Vermont
$378K -$3.67K -20 -1%
VFG
4620
Valley Financial Group
Pennsylvania
$378K -$1.29K -7 -0.4%
DP
4621
Denver PWM
Colorado
$377K -$107K -585 -23%
FPIS
4622
Financial Planning & Information Services
Wisconsin
$377K -$5.14K -28 -1%
WHCFA
4623
William Howard & Co Financial Advisors
Tennessee
$373K – – –
KA
4624
Kure Advisory
Minnesota
$373K +$42.8K +233 +14%
IA
4625
Inspire Advisors
Idaho
$373K +$38.8K +211 +12%
183 184
185
186 187