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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3051
Peterson Wealth Advisors
Utah
$687K – – –
EFL
3052
ERn Financial LLC
Wisconsin
$684K +$16.3K +111 +3%
BFG
3053
Barber Financial Group
Kansas
$681K +$15K +102 +2%
EL
3054
Envoi LLC
Minnesota
$679K +$632K +4,305 New
EA
3055
Elm Advisors
California
$678K – – –
FWSM
3056
First Wilshire Securities Management
California
$676K – – –
PSP
3057
Principal Street Partners
Tennessee
$665K +$136K +927 +28%
EE
3058
EWG Elevate
California
$662K +$617K +4,201 New
FFG
3059
Ford Financial Group
California
$660K +$3.82K +26 +0.6%
NWM
3060
Northwest Wealth Management
Iowa
$658K -$117K -795 -16%
RPGK
3061
Retirement Planning Group (Kansas)
Kansas
$653K -$623K -4,244 -51%
CS
3062
Capital Square
Tennessee
$653K +$608K +4,142 New
AIS
3063
Accurate Investment Solutions
Pennsylvania
$652K +$1.18K +8 +0.2%
IIM
3064
Ironwood Investment Management
Massachusetts
$651K – – –
AP
3065
Adero Partners
California
$647K +$603K +4,103 New
AA
3066
Apriem Advisors
California
$645K +$10.7K +73 +2%
SL
3067
Salomon & Ludwin
Virginia
$638K +$356K +2,423 +149%
NVIM
3068
New Vernon Investment Management
Illinois
$637K – – –
CBOR
3069
Community Bank of Raymore
Missouri
$634K +$1.47K +10 +0.2%
JWA
3070
JFS Wealth Advisors
Pennsylvania
$633K -$30.9K -210 -5%
DLG
3071
Daniel L. Goodwin
$632K +$1.03K +7 +0.2%
MAM
3072
Marotta Asset Management
Virginia
$632K +$532K +3,624 New
SIG
3073
Schaller Investment Group
North Carolina
$631K – – –
WCM
3074
Windham Capital Management
Massachusetts
$631K – – –
XM
3075
XTX Markets
New York
$631K +$587K +3,999 New
121 122
123
124 125