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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
4401
Websterrogers Financial Advisors
South Carolina
$1.2M +$175K +950 +18%
IW
4402
Instrumental Wealth
Florida
$1.2M -$31.9K -173 -3%
HWMT
4403
Heritage Wealth Management (Texas)
Texas
$1.2M -$283K -1,530 -20%
HSWS
4404
Higgins & Schmidt Wealth Strategies
Colorado
$1.2M +$1.15M +6,216 New
MGWA
4405
Monument Group Wealth Advisors
Massachusetts
$1.2M +$1.15M +6,216 New
IWP
4406
IAG Wealth Partners
Wisconsin
$1.19M -$13.3K -72 -1%
SIC
4407
Schwartz Investment Counsel
Michigan
$1.19M – – –
HHWM
4408
Hiley Hunt Wealth Management
Nebraska
$1.19M +$1.14M +6,195 New
GWM
4409
GoalFusion Wealth Management
Texas
$1.19M +$15.3K +83 +1%
RCM
4410
Ridgepath Capital Management
Tennessee
$1.18M +$1.13M +6,136 New
APC
4411
Asset Planning Corporation
Tennessee
$1.18M +$10.9K +59 +1%
GSCM
4412
Greenfield Seitz Capital Management
Texas
$1.18M +$1.13M +6,110 New
FFM
4413
Flagstone Financial Management
Nebraska
$1.17M +$10.3K +56 +0.9%
AFTS
4414
American Financial & Tax Strategies
New York
$1.17M +$1.12M +6,074 New
AA
4415
ACT Advisors
North Carolina
$1.17M +$35.6K +193 +3%
TWM
4416
Trinity Wealth Management
Pennsylvania
$1.17M -$48.7K -264 -4%
HCA
4417
Hyperion Capital Advisors
New York
$1.16M – – –
SCM
4418
Semanteon Capital Management
Massachusetts
$1.16M +$1.11M +6,038 New
JWM
4419
JFG Wealth Management
Colorado
$1.16M +$648K +3,511 +140%
MFG
4420
Monumental Financial Group
Maryland
$1.16M -$25.5K -138 -2%
ACA
4421
Ackerman Capital Advisors
Texas
$1.16M +$47.6K +258 +4%
YAL
4422
Your Advocates Ltd
Texas
$1.16M -$127K -686 -10%
MCM
4423
Mork Capital Management
California
$1.16M – – –
RWG
4424
Regal Wealth Group
California
$1.15M -$101K -548 -8%
DSCM
4425
Del-Sette Capital Management
New York
$1.15M -$369 -2 -0%
175 176
177
178 179