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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
4201
Prepared Retirement Institute
Pennsylvania
$549K -$32.7K -49 -6%
MWM
4202
Manske Wealth Management
Texas
$547K -$6.01K -9 -1%
XPN
4203
XY Planning Network
Montana
$547K +$250K +374 +82%
HOWA
4204
Heritage Oak Wealth Advisors
Florida
$547K +$285K +427 +106%
CCM
4205
Capstone Capital Management
$545K +$552K +826 New
GPW
4206
Gentry Private Wealth
Kansas
$545K +$552K +826 New
PP
4207
Pearl Planning
Michigan
$545K +$552K +826 New
GPW
4208
Gray Private Wealth
Massachusetts
$545K +$58.1K +87 +12%
DF
4209
Daviman Financial
Indiana
$545K +$551K +825 New
SCA
4210
St. Clair Advisors
Ohio
$545K – – –
GD
4211
Grandfield & Dodd
New York
$545K +$24K +36 +5%
SHA
4212
Seneca House Advisors
Virginia
$542K +$202K +302 +58%
PCM
4213
Payne Capital Management
New York
$542K – – –
SWM
4214
Sandro Wealth Management
New Jersey
$542K +$548K +821 New
HFA
4215
Highland Financial Advisors
New Jersey
$541K +$18K +27 +3%
DCBT
4216
Dakota Community Bank & Trust
North Dakota
$539K +$337K +505 +162%
IA
4217
Invested Advisors
Pennsylvania
$537K +$4.01K +6 +0.7%
WAM
4218
Worth Asset Management
Texas
$536K +$86.8K +130 +19%
AGP
4219
Aspire Growth Partners
Florida
$536K +$124K +186 +30%
BWA
4220
BlueChip Wealth Advisors
Georgia
$536K -$282K -422 -34%
BA
4221
Birinyi Associates
Connecticut
$535K -$2.81M -4,205 -84%
FH
4222
Financial Harvest
Florida
$535K +$17.4K +26 +3%
EWA
4223
Exit Wealth Advisors
Georgia
$534K +$668 +1 +0.1%
TCM
4224
Tanaka Capital Management
New York
$534K -$6.68K -10 -1%
SC
4225
Schubert & Co
Texas
$533K -$102K -152 -16%
167 168
169
170 171