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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
5851
Shakespeare Wealth Management
Wisconsin
$232K -$13.4K -61 -5%
PTCG
5852
Pring Turner Capital Group
California
$231K – – –
GW
5853
Graetz Wealth
Michigan
$230K +$29.3K +133 +14%
MHFA
5854
Mission Hills Financial Advisory
California
$230K – – –
KC
5855
Kinloch Capital
Virginia
$230K – – –
PVI
5856
Pura Vida Investments
New York
$229K +$22K +100 +10%
UI
5857
Unconventional Investor
New Hampshire
$229K +$48.2K +219 +25%
GWMT
5858
Guardian Wealth Management (Tennessee)
Tennessee
$229K -$1.54K -7 -0.6%
SHJ
5859
Sharkey, Howes & Javer
Colorado
$229K – – –
HPA
5860
High Probability Advisors
New York
$228K +$241K +1,096 New
GWAM
5861
Guardian Wealth Advisors (Minnesota)
Minnesota
$228K – – –
HHWM
5862
Hiley Hunt Wealth Management
Nebraska
$228K +$5.06K +23 +2%
CPC
5863
CFC Planning Company
Indiana
$227K – – –
MWM
5864
Mittelman Wealth Management
Massachusetts
$227K +$240K +1,090 New
MFT
5865
Moisand Fitzgerald Tamayo
Florida
$227K -$26.6K -121 -10%
SRSA
5866
S.R. Schill & Associates
Washington
$227K +$40.1K +182 +20%
LWM
5867
Luminvest Wealth Management
Arizona
$227K +$240K +1,088 New
ACM
5868
Andina Capital Management
Utah
$227K -$334K -1,517 -58%
ACA
5869
Ascension Capital Advisors
Texas
$226K +$239K +1,084 New
QCA
5870
Quantify Chaos Advisors
New York
$225K +$237K +1,078 New
WF
5871
Williams Financial
Vermont
$223K +$4.4K +20 +2%
PP
5872
Pearl Planning
Michigan
$223K -$20K -91 -8%
UFA
5873
Uptown Financial Advisors
Texas
$222K – – –
RIA
5874
Retirement Investment Advisors
Oklahoma
$222K – – –
MWM
5875
MorganRosel Wealth Management
Colorado
$221K -$39.6K -180 -14%
233 234
235
236 237