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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
4951
Wendell David Associates
New Hampshire
$213K – – –
NPFS
4952
Novak & Powell Financial Services
Florida
$213K +$3.34K +5 +2%
SMWM
4953
Silvia McColl Wealth Management
California
$213K – – –
PWM
4954
Praetorian Wealth Management
California
$212K +$214K +321 New
WHC
4955
Wulff, Hansen & Co
California
$211K – – –
KWM
4956
KFG Wealth Management
Indiana
$211K -$30K -45 -12%
SAP
4957
Strategic Advisory Partners
North Carolina
$211K +$213K +319 New
GPA
4958
Guerra Pan Advisors
New Jersey
$211K +$2K +3 +0.9%
BWM
4959
Blossom Wealth Management
California
$210K – – –
AWA
4960
American Wealth Advisors
Georgia
$210K +$668 +1 +0.3%
CAG
4961
Carroll Advisory Group
Texas
$210K +$212K +318 New
PRS
4962
Pinkerton Retirement Specialists
Idaho
$210K +$212K +318 New
LIWM
4963
Long Island Wealth Management
New York
$210K – – –
HA
4964
Hegarty Advisors
New York
$210K +$212K +318 New
E
4965
EntreWealth
Texas
$210K +$28K +42 +15%
TRIA
4966
Trail Ridge Investment Advisors
Colorado
$209K – – –
PGF
4967
Plan Group Financial
Oklahoma
$209K -$110K -165 -34%
DFG
4968
DiPaolo Financial Group
Florida
$209K +$212K +317 New
SWP
4969
ShoreHaven Wealth Partners
New Jersey
$209K +$26.7K +40 +15%
DI
4970
Disciplined Investments
Oklahoma
$208K – – –
AFS
4971
AFG Fiduciary Services
Massachusetts
$207K -$20K -30 -9%
GC
4972
Guidance Capital
Kentucky
$207K – – –
FWWM
4973
Fiscal Wisdom Wealth Management
Connecticut
$207K – – –
GFWA
4974
Grey Fox Wealth Advisors
Delaware
$207K -$12.7K -19 -6%
A
4975
AlphaQuest
New York
$207K -$133K -199 -39%
197 198
199
200 201