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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2226
Elwood & Goetz Wealth Advisory Group
Georgia
$340K – – –
PWA
2227
Peterson Wealth Advisors
Utah
$340K +$26.3K +116 +8%
FMW
2228
Farr Miller & Washington
District of Columbia
$340K +$42.1K +186 +14%
MC
2229
Machina Capital
France
$340K +$118K +520 +50%
SCI
2230
Stableford Capital II
Arizona
$339K -$906 -4 -0.3%
SIMM
2231
Stillwater Investment Management (Minnesota)
Minnesota
$337K +$2.04K +9 +0.6%
PFG
2232
PAX Financial Group
Texas
$337K +$313K +1,382 New
XF
2233
XML Financial
Maryland
$336K +$349K +1,539 New
AA
2234
Advisory Alpha
Michigan
$335K +$37.6K +166 +12%
RICHC
2235
Renaissance Investment Consultants Holding Company
Pennsylvania
$335K +$349K +1,542 New
MCIA
2236
Mountain Capital Investment Advisors
Colorado
$334K -$13.1K -58 -4%
MC
2237
Matisse Capital
Oregon
$334K – – –
CWM
2238
Campbell Wealth Management
Virginia
$334K +$12.2K +54 +4%
VCM
2239
Vision Capital Management
Oregon
$334K +$110K +486 +47%
OC
2240
Oarsman Capital
Wisconsin
$333K +$7.93K +35 +2%
GPWA
2241
Great Point Wealth Advisors
Massachusetts
$332K -$53.7K -237 -13%
OWA
2242
Outlook Wealth Advisors
Texas
$331K -$408K -1,802 -52%
HSWM
2243
Hubbell Strickland Wealth Management
Louisiana
$330K +$453 +2 +0.1%
BAM
2244
Bellevue Asset Management
Washington
$330K +$343K +1,513 New
QCM
2245
Quantinno Capital Management
New York
$329K – – –
MFS
2246
Madrona Financial Services
Washington
$329K +$453 +2 +0.1%
ACM
2247
Alethea Capital Management
Washington
$328K -$113K -500 -25%
MS
2248
Mizuho Securities
Japan
$328K +$340K +1,500 New
EA
2249
Emerald Advisors
Washington
$326K +$320K +1,411 New
HWM
2250
Howard Wealth Management
Connecticut
$325K +$337K +1,488 New
88 89
90
91 92