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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
1951
Peregrine Asset Advisers
Oregon
$1.42M -$34.6K -227 -2%
TFA
1952
Transamerica Financial Advisors
Florida
$1.42M -$201K -1,317 -12%
GCA
1953
Gradient Capital Advisors
California
$1.41M -$40.1K -263 -3%
CC
1954
Corsicana & Co
Texas
$1.41M -$8.38K -55 -0.6%
GM
1955
GeoWealth Management
Illinois
$1.41M -$131K -860 -9%
OWA
1956
Octavia Wealth Advisors
Ohio
$1.41M -$104K -683 -7%
GAFA
1957
Garton & Associates Financial Advisors
Kentucky
$1.4M +$1.4M +9,195 New
OPW
1958
Osprey Private Wealth
New York
$1.4M +$1.19M +7,790 +556%
CP
1959
Covenant Partners
Tennessee
$1.39M – – –
CWP
1960
Core Wealth Partners
California
$1.39M -$762 -5 -0.1%
ATFA
1961
All Terrain Financial Advisors
Minnesota
$1.39M -$20.9K -137 -1%
WHRC
1962
W.H. Reaves & Co
New Jersey
$1.39M -$305K -2,000 -18%
BB
1963
Burford Brothers
Texas
$1.39M -$641K -4,209 -32%
DTC
1964
Davidson Trust Company
Washington
$1.39M -$2.76M -18,136 -67%
CFO
1965
CVA Family Office
Colorado
$1.38M -$32.6K -214 -2%
TSMHT
1966
Thurston Springer Miller Herd & Titak
Indiana
$1.38M +$1.21M +7,934 +704%
CAG
1967
Curtis Advisory Group
California
$1.38M +$1.38M +9,060 New
FWA
1968
FSM Wealth Advisors
Ohio
$1.38M -$346K -2,273 -20%
MFS
1969
Madrona Financial Services
Washington
$1.38M -$8.22K -54 -0.6%
MAA
1970
Mraz Amerine & Associates
California
$1.38M – – –
SIA
1971
Schear Investment Advisers
Ohio
$1.38M +$12.9K +85 +0.9%
PWC
1972
PYA Waltman Capital
Tennessee
$1.38M -$615K -4,039 -31%
TM
1973
TigerOak Management
New Mexico
$1.37M +$9.44K +62 +0.7%
CICI
1974
Capital Investment Counsel Inc
North Carolina
$1.37M -$25.3K -166 -2%
MSA
1975
Marino Stram & Associates
Massachusetts
$1.37M -$134K -883 -9%
77 78
79
80 81