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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3326
Planned Solutions
California
$207K – – –
HCM
3327
Hutchinson Capital Management
California
$207K +$8.95K +17 +4%
WAG
3328
Wilkerson Advisory Group
Missouri
$207K +$53.7K +102 +33%
KFSC
3329
Keystone Financial Services (Colorado)
Colorado
$206K -$1.05K -2 -0.5%
HIM
3330
Hanlon Investment Management
New Jersey
$206K -$591K -1,122 -73%
AFWM
3331
Arta Finance Wealth Management
California
$206K -$4.74K -9 -2%
BSTWA
3332
Blake Schutter Theil Wealth Advisors
Ohio
$206K – – –
NCM
3333
Next Capital Management
New York
$205K +$216K +411 New
AGA
3334
Arch Global Advisors
New York
$205K +$216K +411 New
HP
3335
Holistic Planning
Texas
$205K +$16.9K +32 +8%
WJA
3336
Willis Johnson & Associates
Texas
$204K +$24.2K +46 +13%
WCP
3337
Wick Capital Partners
Pennsylvania
$204K -$318K -603 -60%
CSWG
3338
Cardinal Strategic Wealth Guidance
Kentucky
$204K +$10.5K +20 +5%
EIG
3339
Ellenbecker Investment Group
Wisconsin
$203K -$4.74K -9 -2%
LWM
3340
LongView Wealth Management
Georgia
$203K -$6.32K -12 -3%
CHA
3341
Cooper/Haims Advisors
New York
$203K -$5.27K -10 -2%
RAM
3342
Rempart Asset Management
Canada
$203K – – –
FC
3343
Fairscale Capital
New Hampshire
$203K +$11.6K +22 +6%
ELM
3344
Elite Life Management
Florida
$202K +$9.48K +18 +5%
SFS
3345
Summit Financial Strategies
Ohio
$202K +$11.6K +22 +6%
SFMG
3346
Sage Financial Management Group
Virginia
$201K – – –
CWM
3347
Consultiva Wealth Management
Puerto Rico
$200K – – –
OW
3348
Olistico Wealth
Oklahoma
$200K – – –
PH
3349
Pinnacle Holdings
Oklahoma
$200K – – –
HNW
3350
High Note Wealth
Minnesota
$198K -$2.63K -5 -1%
132 133
134
135 136