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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3201
WPG Advisers
Maryland
$300K +$317K +2,072 New
DA
3202
Dash Acquisitions
California
$300K – – –
SGK
3203
Steigerwald Gordon & Koch
Virginia
$300K -$15.6K -102 -5%
JJBC
3204
James J. Burns & Company
New York
$299K -$2.3K -15 -0.7%
AFC
3205
AFT Forsyth & Company
Florida
$299K -$16.1K -105 -5%
LEA
3206
Legacy Edge Advisors
New York
$299K -$26.8K -175 -8%
FWP
3207
Falcon Wealth Planning
California
$298K +$1.84K +12 +0.6%
NPF
3208
Norris Perne & French
Michigan
$298K – – –
WA
3209
Whipplewood Advisors
Colorado
$297K +$314K +2,049 New
PFS
3210
Prospect Financial Services
New York
$297K -$31.2K -204 -9%
WH
3211
Willner & Heller
California
$297K +$2.3K +15 +0.7%
PHAM
3212
Palisades Hudson Asset Management
Florida
$296K – – –
KW
3213
KWB Wealth
California
$296K +$33.1K +216 +12%
PRI
3214
Prepared Retirement Institute
Pennsylvania
$295K +$1.23K +8 +0.4%
STA
3215
Smith Thornton Advisors
Alabama
$294K -$292K -1,907 -48%
CWA
3216
Canvas Wealth Advisors
Kansas
$294K -$158K -1,030 -34%
TCOK
3217
Trust Company of Kansas
Kansas
$293K -$616K -4,024 -67%
CC
3218
Corton Capital
Ontario, Canada
$293K -$87.7K -573 -22%
SAS
3219
Spurstone Advisory Services
Connecticut
$293K +$309K +2,020 New
WPW
3220
Watershed Private Wealth
Illinois
$292K +$153 +1 +0%
MWS
3221
MFA Wealth Services
California
$291K +$308K +2,009 New
NFG
3222
Nadler Financial Group
Illinois
$291K -$17.8K -116 -5%
MGWM
3223
Marks Group Wealth Management
Minnesota
$291K +$765 +5 +0.2%
KWM
3224
KFG Wealth Management
Indiana
$290K -$1.84K -12 -0.6%
ME
3225
McIlrath & Eck
Washington
$290K +$86.8K +567 +40%
127 128
129
130 131