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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
5551
Widmann Financial Services
Maryland
$392K +$39.6K +180 +11%
FWM
5552
Forza Wealth Management
Florida
$392K – – –
WF
5553
Willow Financial
Arkansas
$392K +$414K +1,881 New
FF
5554
Friday Financial
Iowa
$391K +$2.2K +10 +0.5%
BA
5555
BCM Advisors
Louisiana
$390K +$20.7K +94 +7%
SWM
5556
Sherman Wealth Management
Maryland
$389K +$123K +557 +42%
MSA
5557
Marathon Strategic Advisors
Pennsylvania
$388K – – –
FPCG
5558
Forum Private Client Group
Indiana
$388K +$46.9K +213 +13%
PF
5559
PlanVest Financial
Maryland
$388K +$410K +1,861 New
AWM
5560
Altus Wealth Management
Kentucky
$386K -$67.2K -305 -14%
WFP
5561
Welch Financial Planning
Colorado
$386K +$152K +689 +59%
YAIA
5562
Yanni & Associates Investment Advisors
Pennsylvania
$386K -$33K -150 -7%
HWM
5563
HFG Wealth Management
Texas
$386K – – –
GFG
5564
GR Financial Group
Arizona
$385K -$3.12M -14,154 -88%
BLWM
5565
Bucket List Wealth Management
Florida
$385K -$20.7K -94 -5%
HCM
5566
Hudson Capital Management
New Jersey
$384K +$143K +650 +55%
RLWM
5567
RF&L Wealth Management
Massachusetts
$383K -$5.27M -23,922 -93%
FFA
5568
Frazier Financial Advisors
Ohio
$382K +$157K +714 +64%
KOMWMG
5569
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$381K +$107K +484 +36%
AIA
5570
Arbor Investment Advisors
North Carolina
$381K – – –
SWP
5571
Significant Wealth Partners
Illinois
$380K -$92.7K -421 -19%
CFG
5572
CKW Financial Group
Hawaii
$379K – – –
VDBMI
5573
Van Den Berg Management I
Texas
$376K +$62.5K +284 +19%
PP
5574
PFS Partners
New Jersey
$376K +$25.3K +115 +7%
PCM
5575
Ping Capital Management
New York
$375K -$44K -200 -10%
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