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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
3701
Profit Investment Management
Maryland
$2.1M -$52.5K -417 -3%
WOSD
3702
WFA of San Diego
California
$2.1M +$1.67M +13,290 New
SWM
3703
SK Wealth Management
Rhode Island
$2.1M -$37.9K -301 -2%
ST
3704
Sageworth Trust
Pennsylvania
$2.09M +$196K +1,555 +13%
EWM
3705
Evergreen Wealth Management
Michigan
$2.09M +$399K +3,170 +31%
DA
3706
Dash Acquisitions
California
$2.09M -$3.15K -25 -0.2%
GC
3707
Gibson Capital
Pennsylvania
$2.09M -$365K -2,903 -18%
GGI
3708
Godsey & Gibb Inc
Virginia
$2.09M -$69.1K -549 -4%
FH
3709
Financial Harvest
Florida
$2.09M +$1.33M +10,534 New
KL
3710
KWMG LLC
Kansas
$2.08M -$1.64K -13 -0.1%
WFS
3711
Widmann Financial Services
Maryland
$2.08M +$1.26M +10,027 +317%
BFP
3712
Beacon Financial Planning
Massachusetts
$2.08M +$14.8K +118 +0.9%
GWP
3713
Gen-Wealth Partners
Michigan
$2.08M +$222K +1,761 +15%
OWM
3714
Orca Wealth Management
Florida
$2.08M +$18K +143 +1%
PRP
3715
Peak Retirement Planning
Ohio
$2.08M +$309K +2,452 +23%
CFA
3716
Cahill Financial Advisors
Minnesota
$2.08M -$28.7K -228 -2%
5W
3717
5T Wealth
California
$2.08M -$135K -1,073 -8%
VEA
3718
Virtus ETF Advisers
New York
$2.08M +$73.7K +586 +5%
RCS
3719
Retirement Capital Strategies
California
$2.08M -$36K -286 -2%
DA
3720
Detalus Advisors
Missouri
$2.07M +$15.4K +122 +0.9%
S
3721
Sachetta
Massachusetts
$2.07M +$125K +991 +8%
FLI
3722
Family Legacy Inc
South Carolina
$2.07M +$126K +1,001 +8%
HWM
3723
HighMark Wealth Management
Minnesota
$2.07M -$15.6K -124 -0.9%
IA
3724
Intellus Advisors
Florida
$2.07M -$4.56M -36,232 -73%
MM
3725
Morangie Management
Florida
$2.06M +$575K +4,570 +54%
147 148
149
150 151