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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3451
Sterling Financial Planning
New Jersey
$210K – – –
BAWC
3452
Boyce & Associates Wealth Consulting
Texas
$209K +$211K +2,690 New
FCG
3453
Fielder Capital Group
Tennessee
$209K -$391 -5 -0.2%
BCI
3454
Blue Capital Inc
Nebraska
$208K +$210K +2,686 New
FWM
3455
FSR Wealth Management
Illinois
$208K -$3.91K -50 -2%
WG
3456
Warner Group
Connecticut
$208K +$210K +2,681 New
AF
3457
AtlasMark Financial
Texas
$208K – – –
HIS
3458
Harvest Investment Services
Illinois
$208K +$209K +2,675 New
IWMO
3459
Integrated Wealth Management (Ohio)
Ohio
$208K +$209K +2,674 New
FDDB
3460
Fidelity D&D Bancorp
Pennsylvania
$207K -$29.9K -382 -13%
WAS
3461
Wealth Advisory Solutions
Indiana
$207K -$6.89K -88 -3%
NEWAS
3462
N.E.W. Advisory Services
Wisconsin
$207K +$47K +601 +29%
VPF
3463
Vantage Point Financial
Illinois
$207K +$208K +2,662 New
SFS
3464
Summit Financial Strategies
Ohio
$206K -$67.2K -858 -24%
MWP
3465
Meriwether Wealth & Planning
Louisiana
$206K +$4.3K +55 +2%
GWM
3466
GDS Wealth Management
Texas
$206K -$73.3K -937 -26%
MHWM
3467
Montz Harcus Wealth Management
Louisiana
$206K -$6.89K -88 -3%
HNH
3468
Hopwood Nicholas Hunter
$205K +$207K +2,645 New
PFG
3469
Prospect Financial Group
Virginia
$205K +$2.27K +29 +1%
IWS
3470
Intentional Wealth Strategies
Colorado
$205K +$206K +2,636 New
CW
3471
Cedarwood Wealth
Colorado
$204K +$206K +2,633 New
CWA
3472
CogentBlue Wealth Advisors
Tennessee
$204K – – –
BFA
3473
Buttonwood Financial Advisors
Maryland
$204K -$705 -9 -0.3%
1W
3474
1776 Wealth
Georgia
$203K – – –
BPFA
3475
Barnes Pettey Financial Advisors
Mississippi
$203K -$40.2K -514 -16%
137 138
139
140 141