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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
2626
Daniel L. Goodwin
$262K -$45.5K -1,000 -15%
SJL
2627
Shayne & Jacobs LLC
Tennessee
$262K – – –
CA
2628
Carson Advisory
Georgia
$262K +$2.96K +65 +1%
MWP
2629
Meredith Wealth Planning
Illinois
$261K +$250K +5,484 New
AA
2630
Advisory Alpha
Michigan
$261K -$8.06K -177 -3%
HAS
2631
HBW Advisory Services
California
$261K +$1.5K +33 +0.6%
COCM
2632
Charter Oak Capital Management
New Hampshire
$261K +$12.4K +272 +5%
AFP
2633
Alpha Financial Partners
Kentucky
$259K +$248K +5,442 New
TGAM
2634
TBH Global Asset Management
Tennessee
$259K +$248K +5,439 New
NC
2635
NBW Capital
Massachusetts
$259K +$19.1K +420 +8%
W
2636
WealthOne
New York
$259K -$17.9K -393 -7%
FAM
2637
Flaharty Asset Management
Florida
$258K -$3.28K -72 -1%
FFG
2638
Frisch Financial Group
New York
$258K +$1.41K +31 +0.6%
JWA
2639
JFS Wealth Advisors
Pennsylvania
$258K +$10.5K +230 +4%
PFG
2640
Piershale Financial Group
Illinois
$257K – – –
WFAG
2641
Worth Financial Advisory Group
North Carolina
$257K +$246K +5,401 New
PFA
2642
Pathway Financial Advisors
Vermont
$256K -$81.9K -1,800 -25%
ACM
2643
Alpha Capital Management
Texas
$256K +$2.96K +65 +1%
PHAM
2644
Palisades Hudson Asset Management
Florida
$256K +$501 +11 +0.2%
SPW
2645
Sonoma Private Wealth
California
$256K +$245K +5,372 New
HI
2646
Hoey Investments
Pennsylvania
$255K -$15K -330 -6%
VFG
2647
V2 Financial group
Illinois
$255K +$46 +1 +0%
JAG
2648
Journey Advisory Group
Kentucky
$255K -$11.3K -249 -4%
CF
2649
Clarity Financial
Texas
$254K +$243K +5,330 New
HFM
2650
Hartford Funds Management
Pennsylvania
$254K +$242K +5,324 New
104 105
106
107 108