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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3201
Walker Financial Services
Kentucky
$300K +$2.91K +19 +0.9%
WA
3202
WPG Advisers
Maryland
$300K +$317K +2,072 New
DA
3203
Dash Acquisitions
California
$300K – – –
SGK
3204
Steigerwald Gordon & Koch
Virginia
$300K -$15.6K -102 -5%
JJBC
3205
James J. Burns & Company
New York
$299K -$2.3K -15 -0.7%
AFC
3206
AFT Forsyth & Company
Florida
$299K -$16.1K -105 -5%
LEA
3207
Legacy Edge Advisors
New York
$299K -$26.8K -175 -8%
FWP
3208
Falcon Wealth Planning
California
$298K +$1.84K +12 +0.6%
NPF
3209
Norris Perne & French
Michigan
$298K – – –
WA
3210
Whipplewood Advisors
Colorado
$297K +$314K +2,049 New
PFS
3211
Prospect Financial Services
New York
$297K -$31.2K -204 -9%
WH
3212
Willner & Heller
California
$297K +$2.3K +15 +0.7%
PHAM
3213
Palisades Hudson Asset Management
Florida
$296K – – –
KW
3214
KWB Wealth
California
$296K +$33.1K +216 +12%
PRI
3215
Prepared Retirement Institute
Pennsylvania
$295K +$1.23K +8 +0.4%
STA
3216
Smith Thornton Advisors
Alabama
$294K -$292K -1,907 -48%
CWA
3217
Canvas Wealth Advisors
Kansas
$294K -$158K -1,030 -34%
TCOK
3218
Trust Company of Kansas
Kansas
$293K -$616K -4,024 -67%
CC
3219
Corton Capital
Ontario, Canada
$293K -$87.7K -573 -22%
SAS
3220
Spurstone Advisory Services
Connecticut
$293K +$309K +2,020 New
WPW
3221
Watershed Private Wealth
Illinois
$292K +$153 +1 +0%
MWS
3222
MFA Wealth Services
California
$291K +$308K +2,009 New
NFG
3223
Nadler Financial Group
Illinois
$291K -$17.8K -116 -5%
MGWM
3224
Marks Group Wealth Management
Minnesota
$291K +$765 +5 +0.2%
KWM
3225
KFG Wealth Management
Indiana
$290K -$1.84K -12 -0.6%
127 128
129
130 131