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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2476
Peterson Wealth Advisors
Utah
$474K +$454K +5,539 New
VFP
2477
Verus Financial Partners
Virginia
$470K -$19.9K -242 -4%
PVH
2478
Psagot Value Holdings
Israel
$470K – – –
CA
2479
Cortland Associates
Missouri
$464K – – –
HA
2480
Hays Advisory
Tennessee
$463K +$70.7K +862 +19%
LIM
2481
Lagoda Investment Management
New York
$462K – – –
WCM
2482
Windsor Capital Management
Arizona
$462K +$92.6K +1,129 +26%
TI
2483
Truepoint Inc
Ohio
$460K +$68.5K +835 +18%
AIP
2484
Almanack Investment Partners
Pennsylvania
$458K +$50.8K +619 +13%
RWA
2485
RGT Wealth Advisors
Texas
$457K -$83.1K -1,013 -16%
TFF
2486
The Family Firm
Maryland
$456K -$20.1K -245 -4%
HFP
2487
Holistic Financial Partners
Indiana
$455K +$436K +5,319 New
PP
2488
PDS Planning
Ohio
$451K +$433K +5,276 New
WLIM
2489
White Lighthouse Investment Management
Massachusetts
$448K +$430K +5,236 New
AW
2490
Alpha Windward
Massachusetts
$446K -$7.46K -91 -2%
CCG
2491
Chatham Capital Group
Georgia
$445K -$28.7K -350 -6%
NPPM
2492
North Point Portfolio Managers
Ohio
$442K -$10.3K -125 -2%
SFC
2493
SYM Financial Corp
Indiana
$442K +$424K +5,169 New
JIP
2494
Jaffetilchin Investment Partners
Florida
$441K -$282K -3,438 -40%
BP
2495
BBR Partners
New York
$441K -$63.2K -771 -13%
CCA
2496
Clearwater Capital Advisors
Illinois
$441K +$12.8K +156 +3%
WRM
2497
Weybosset Research & Management
Rhode Island
$440K – – –
LWM
2498
Lenox Wealth Management
Ohio
$438K -$837K -10,198 -67%
MCM
2499
Mitchell Capital Management
Kansas
$438K +$199K +2,422 +90%
CMBA
2500
C.M. Bidwell & Associates
Hawaii
$438K +$417K +5,085 +13,382%
98 99
100
101 102