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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2601
Holistic Planning
Texas
$310K +$10.4K +209 +3%
FC
2602
Fulcrum Capital
Washington
$309K -$150K -3,000 -33%
WCFA
2603
Walkner Condon Financial Advisors
Wisconsin
$309K -$8.88K -178 -3%
WDL
2604
Well Done LLC
Michigan
$308K +$60.2K +1,207 +24%
CWM
2605
Chemistry Wealth Management
New York
$308K +$308K +6,175 New
IF
2606
Integrity Financial
Wyoming
$308K +$50 +1 +0%
LWM
2607
LongView Wealth Management
Georgia
$307K -$7.28K -146 -2%
AWMG
2608
Alliance Wealth Management Group
New Jersey
$307K -$3.34K -67 -1%
WSCM
2609
Wellington Shields Capital Management
New York
$307K -$2.69K -54 -0.9%
BSI
2610
Bennett Selby Investments
Maine
$306K +$5.34K +107 +2%
DWA
2611
Delap Wealth Advisory
Oregon
$306K +$306K +6,132 New
S
2612
Sachetta
Massachusetts
$306K – – –
RIM
2613
RW Investment Management
Idaho
$305K -$6.88K -138 -2%
BDFN
2614
Bond & Devick Financial Network
Minnesota
$305K +$305K +6,108 New
GWM
2615
Greenhouse Wealth Management
Connecticut
$305K -$7.88K -158 -3%
TIM
2616
Total Investment Management
Arizona
$304K – – –
WFAG
2617
Worth Financial Advisory Group
North Carolina
$303K +$14.9K +299 +5%
CFP
2618
Cascade Financial Partners
California
$303K +$312K +6,250 New
MCA
2619
Millennium Capital Advisors
Arkansas
$303K -$4.74K -95 -2%
LF
2620
LifeSteps Financial
California
$303K – – –
ACA
2621
Atlas Capital Advisors
Wyoming
$302K -$649K -13,000 -68%
CIC
2622
Cutler Investment Counsel
Oregon
$302K -$599 -12 -0.2%
SAM
2623
Summit Asset Management
Tennessee
$301K -$1.5K -30 -0.5%
AT
2624
Avalon Trust
New Mexico
$300K – – –
SCM
2625
Stevens Capital Management
Pennsylvania
$300K +$299K +6,002 New
103 104
105
106 107