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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
4651
Wiser Wealth Management
Georgia
$817K +$128K +624 +20%
FPF
4652
First Pacific Financial
Washington
$816K -$114K -555 -13%
PWM
4653
Paulson Wealth Management
Illinois
$816K -$96.8K -473 -11%
GPWA
4654
Great Point Wealth Advisors
Massachusetts
$814K – – –
ODFS
4655
O'Donnell Financial Services
California
$811K +$40.9K +200 +5%
MSRI
4656
Michael S. Ryan Inc
New York
$808K -$1.02K -5 -0.1%
FFWA
4657
Forthright Family Wealth Advisory
Texas
$808K – – –
MSWA
4658
Marshall & Sterling Wealth Advisors
New York
$806K +$752K +3,675 New
PFM
4659
Potomac Fund Management
Florida
$804K +$749K +3,663 New
DLHL
4660
Donald L. Hagan LLC
Florida
$803K +$17.4K +85 +2%
SHFA
4661
SC&H Financial Advisors
Maryland
$802K +$199K +974 +36%
PRTG
4662
Post Resch Tallon Group
New York
$801K +$744K +3,635 New
TKP
4663
Tallon Kerry Patrick
$801K +$744K +3,635 New
WFAG
4664
Wescott Financial Advisory Group
Pennsylvania
$800K +$274K +1,339 +58%
CW
4665
Cook Wealth
North Carolina
$799K -$32.3K -158 -4%
FFC
4666
Frederick Financial Consultants
Maryland
$799K +$745K +3,641 New
WAM
4667
Worth Asset Management
Texas
$798K +$15.5K +76 +2%
AAS
4668
Asset Allocation Strategies
Michigan
$798K -$1.02K -5 -0.1%
3F
4669
360 Financial
Minnesota
$798K -$20K -98 -3%
HWMG
4670
Hurlow Wealth Management Group
Indiana
$797K -$34.4K -168 -4%
MWM
4671
McMill Wealth Management
Nebraska
$797K +$743K +3,632 New
CC
4672
Capital Counsel
New York
$796K -$40.9K -200 -5%
FWM
4673
Fingerlakes Wealth Management
New York
$795K -$818 -4 -0.1%
CFGSD
4674
Compass Financial Group (South Dakota)
South Dakota
$794K +$21.3K +104 +3%
UPS
4675
UHLMANN PRICE SECURITIES
Illinois
$793K +$51.4K +251 +7%
185 186
187
188 189