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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
4976
Long Island Wealth Management
New York
$210K – – –
HA
4977
Hegarty Advisors
New York
$210K +$212K +318 New
E
4978
EntreWealth
Texas
$210K +$28K +42 +15%
TRIA
4979
Trail Ridge Investment Advisors
Colorado
$209K – – –
PGF
4980
Plan Group Financial
Oklahoma
$209K -$110K -165 -34%
DFG
4981
DiPaolo Financial Group
Florida
$209K +$212K +317 New
SWP
4982
ShoreHaven Wealth Partners
New Jersey
$209K +$26.7K +40 +15%
DI
4983
Disciplined Investments
Oklahoma
$208K – – –
AFS
4984
AFG Fiduciary Services
Massachusetts
$207K -$20K -30 -9%
GC
4985
Guidance Capital
Kentucky
$207K – – –
FWWM
4986
Fiscal Wisdom Wealth Management
Connecticut
$207K – – –
GFWA
4987
Grey Fox Wealth Advisors
Delaware
$207K -$12.7K -19 -6%
A
4988
AlphaQuest
New York
$207K -$133K -199 -39%
BDPWM
4989
Barnes Dennig Private Wealth Management
Ohio
$207K +$24K +36 +13%
MAM
4990
Markin Asset Management
New York
$206K +$208K +312 New
WAS
4991
Wealth Advisory Solutions
Indiana
$206K +$24.7K +37 +13%
MGWA
4992
Monument Group Wealth Advisors
Massachusetts
$205K -$33.4K -50 -14%
LAM
4993
Lummis Asset Management
Texas
$205K +$2K +3 +1%
IIM
4994
Illumine Investment Management
Washington
$205K +$20K +30 +11%
EP
4995
Elkhorn Partners
Nebraska
$205K +$207K +310 New
DW
4996
Dodds Wealth
Colorado
$204K – – –
PIN
4997
Prudent Investors Network
California
$204K +$2K +3 +1%
PTB
4998
Pioneer Trust Bank
Oregon
$203K – – –
GSAM
4999
Grant Street Asset Management
Pennsylvania
$203K +$205K +307 New
DC
5000
Destiny Capital
Colorado
$203K +$21.4K +32 +12%
198 199
200
201 202