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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3126
Toth Financial Advisory
Virginia
$206K +$11.5K +32 +6%
TC
3127
Tatro Capital
Kentucky
$205K -$833K -2,312 -79%
WWMSC
3128
Wagner Wealth Management (South Carolina)
South Carolina
$204K -$2.88K -8 -1%
FMTCOCP
3129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K – – –
GWM
3130
Gray Wealth Management
Maine
$204K – – –
CC
3131
Cypress Capital
Tennessee
$204K +$216K +600 New
CAG
3132
Compass Advisory Group
New York
$204K +$217K +602 New
PIFP
3133
Partners in Financial Planning
Virginia
$204K – – –
HWM
3134
Holloway Wealth Management
Florida
$203K – – –
RBC
3135
Roble Belko & Company
Pennsylvania
$203K – – –
BFS
3136
Beacon Financial Strategies
North Carolina
$202K – – –
VPI
3137
Value Partners Investments
Manitoba, Canada
$202K -$216K -600 -50%
RG
3138
Retirement Group
California
$201K +$4.32K +12 +2%
BMWM
3139
Brown Miller Wealth Management
Virginia
$201K +$5.04K +14 +2%
VFIC
3140
Valley Forge Investment Consultants
Pennsylvania
$201K +$53.7K +149 +34%
AC
3141
AWM Capital
Arizona
$201K +$213K +592 New
GSIS
3142
Global Strategic Investment Solutions
Arizona
$200K – – –
SAM
3143
Shikiar Asset Management
New York
$200K – – –
NC
3144
NewSquare Capital
Pennsylvania
$195K – – –
PPWM
3145
PFG Private Wealth Management
Florida
$188K +$200K +555 New
PP
3146
PrairieView Partners
Minnesota
$186K – – –
SL
3147
Savior LLC
Massachusetts
$185K -$182K -506 -48%
NOI
3148
Newton One Investments
Delaware
$185K – – –
HWA
3149
HHM Wealth Advisors
Tennessee
$176K -$2.16K -6 -1%
LS
3150
Leelyn Smith
Illinois
$163K -$33.5K -93 -16%
124 125
126
127 128