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Name Holding Trade Value Shares
Change 		Change in
Stake
DMK
3376
David M. Knott
$221K – – –
GM
3377
GeoWealth Management
Illinois
$220K -$2.06M -14,014 -91%
TA
3378
Townsend & Associates
Colorado
$220K +$202K +1,373 New
GWM
3379
GSB Wealth Management
Connecticut
$219K +$204K +1,390 New
CFG
3380
CKW Financial Group
Hawaii
$218K – – –
RRC
3381
Relaxing Retirement Coach
Massachusetts
$217K +$201K +1,370 New
WA
3382
Wealthstar Advisors
Texas
$215K -$20.9K -142 -9%
1NWS
3383
1 North Wealth Services
Maryland
$215K +$102K +693 +104%
CI
3384
Cordant Inc
Oregon
$215K +$200K +1,364 New
SWM
3385
Shakespeare Wealth Management
Wisconsin
$214K -$160K -1,090 -45%
SFA
3386
Spectrum Financial Alliance
Kentucky
$214K +$199K +1,355 New
BF
3387
Blankinship & Foster
California
$213K +$198K +1,350 New
CFS
3388
Cannon Financial Strategists
Georgia
$212K +$198K +1,346 New
RCIM
3389
Red Cedar Investment Management
Michigan
$212K +$198K +1,347 New
SFPG
3390
Stonebridge Financial Planning Group
Florida
$210K +$195K +1,329 New
FWM
3391
Filbrandt Wealth Management
Wisconsin
$210K +$196K +1,335 New
GCP
3392
GSA Capital Partners
United Kingdom
$208K +$194K +1,321 New
SBA
3393
Secrest Blakey & Associates
North Carolina
$205K -$781K -5,317 -80%
AWM
3394
Alterna Wealth Management
Texas
$201K -$123K -836 -40%
JFM
3395
Jackson Financial Management
California
$201K +$187K +1,273 New
HCA
3396
Heck Capital Advisors
Wisconsin
$201K +$187K +1,274 New
PW
3397
Price Wealth
Texas
$195K +$72.1K +491 +66%
TWP
3398
TFO Wealth Partners
Ohio
$193K +$180K +1,226 New
SAS
3399
Stelac Advisory Services
New York
$181K -$342K -2,325 -67%
HGWM
3400
Harvest Group Wealth Management
Massachusetts
$178K – – –
134 135
136
137 138