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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2526
Wescott Financial Advisory Group
Pennsylvania
$376K -$20.7K -235 -4%
RMP
2527
Richards, Merrill & Peterson
Washington
$375K -$288K -3,272 -38%
GG
2528
GenWealth Group
New Jersey
$374K -$14.2K -161 -3%
CWMK
2529
Caliber Wealth Management (Kansas)
Kansas
$374K +$77.8K +883 +20%
PFM
2530
Phillips Financial Management
Indiana
$374K -$49K -556 -10%
LF
2531
LifeSteps Financial
California
$372K -$5.37K -61 -1%
CFA
2532
Capstone Financial Advisors
Illinois
$371K +$8.01K +91 +2%
VCAM
2533
Van Cleef Asset Management
Ohio
$371K -$1.06K -12 -0.2%
FPL
2534
Fortress Private Ledger
North Carolina
$371K -$77.7K -882 -15%
WSCM
2535
Wellington Shields Capital Management
New York
$370K +$159K +1,800 +53%
LWM
2536
LeConte Wealth Management
Tennessee
$370K -$28.2K -320 -6%
IRC
2537
Investors Research Corp
Georgia
$369K – – –
BIA
2538
Biondo Investment Advisors
Pennsylvania
$369K – – –
EWP
2539
Evergreen Wealth Partners
Montana
$369K +$251K +2,847 +123%
TWA
2540
Tandem Wealth Advisors
Arizona
$368K +$19.2K +218 +4%
PSA
2541
Plum Street Advisors
Louisiana
$368K – – –
MC
2542
Middleton & Co
Massachusetts
$368K +$453K +5,149 New
BAM
2543
BOS Asset Management
Illinois
$368K +$44K +500 +11%
E
2544
Entelevest
Florida
$367K -$44.4K -504 -9%
TFA
2545
Toth Financial Advisory
Virginia
$367K -$7.13K -81 -2%
RWA
2546
Roberts Wealth Advisors
California
$367K -$61.1K -694 -12%
BFS
2547
BridgePort Financial Solutions
Iowa
$367K +$100K +1,136 +28%
WP
2548
WealthPLAN Partners
Nebraska
$367K +$28.7K +326 +7%
TFS
2549
Targeted Financial Services
Florida
$367K +$114K +1,300 +34%
MCM
2550
M1 Capital Management
Michigan
$366K +$27.7K +314 +7%
100 101
102
103 104