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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
5076
Peterson Wealth Advisors
Utah
$449K +$70.2K +343 +21%
EAM
5077
Eschler Asset Management
United Kingdom
$448K – – –
FF
5078
Finley Financial
Nevada
$447K +$409K +2,000 New
CFG
5079
Certior Financial Group
Pennsylvania
$445K +$415K +2,030 New
GWA
5080
Gibson Wealth Advisors
Texas
$444K – – –
CCM
5081
Crew Capital Management
Ohio
$442K +$33.6K +164 +9%
PS
5082
Pinney & Scofield
Massachusetts
$442K +$412K +2,013 New
WF
5083
WinCap Financial
Massachusetts
$442K +$412K +2,013 New
SFS
5084
Solitude Financial Services
Virginia
$439K -$102K -500 -20%
TCM
5085
Tieton Capital Management
Washington
$439K – – –
E3F
5086
Eight 31 Financial
Texas
$439K – – –
PGCM
5087
Prescott Group Capital Management
Oklahoma
$439K – – –
SRIM
5088
Saratoga Research & Investment Management
California
$439K – – –
OFC
5089
Oakland Financial Corp
$439K +$409K +2,000 New
MFA
5090
Millington Financial Advisors
Illinois
$439K -$8.18K -40 -2%
PA
5091
Planning Alternatives
Michigan
$438K +$23.5K +115 +6%
KRW
5092
Kaufman Rossin Wealth
Florida
$438K +$408K +1,995 New
CB
5093
Chris Bulman
California
$437K -$7.37K -36 -2%
PFT
5094
Providence First Trust
Arizona
$437K -$3.04M -14,872 -88%
HSG
5095
Helen Stephens Group
Texas
$435K -$3.89K -19 -1%
WCWM
5096
Willow Creek Wealth Management
California
$434K -$13.7K -67 -3%
PA
5097
PharVision Advisers
Florida
$433K +$404K +1,973 New
WWWM
5098
White Wing Wealth Management
Texas
$433K +$9.62K +47 +2%
AWM
5099
Able Wealth Management
New Jersey
$432K +$33.1K +162 +9%
LCG
5100
Lynx Capital Group
Ohio
$431K +$5.73K +28 +1%
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