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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
4226
Guidance Point Advisors
Massachusetts
$357K -$258K -2,553 -47%
MWP
4227
MYCIO Wealth Partners
Pennsylvania
$356K +$16.2K +160 +6%
SWM
4228
Seed Wealth Management
Illinois
$356K – – –
FIC
4229
Family Investment Center
Missouri
$355K -$34.1K -337 -10%
MWA
4230
Martel Wealth Advisors
Washington
$353K -$16.2K -160 -5%
RWP
4231
Reliant Wealth Planning
Kentucky
$353K -$6.07K -60 -2%
NF
4232
NavPoint Financial
Minnesota
$353K +$404 +4 +0.1%
PWM
4233
Praetorian Wealth Management
California
$352K +$288K +2,850 New
BWA
4234
BCU Wealth Advisors
Illinois
$350K – – –
FF
4235
Farrell Financial
New York
$349K +$285K +2,823 New
SIM
4236
Sterling Investment Management
Arizona
$349K +$11.3K +112 +4%
WLPWM
4237
Walled Lake Planning & Wealth Management
Illinois
$349K +$285K +2,822 New
SL
4238
Salomon & Ludwin
Virginia
$348K +$95K +940 +50%
KAM
4239
KEB Asset Management
Illinois
$348K +$51.1K +505 +22%
SFWA
4240
Summit Financial Wealth Advisors
Louisiana
$347K +$284K +2,807 New
CM
4241
Cornerstone Management
Georgia
$346K – – –
AFS
4242
Access Financial Services
Minnesota
$346K +$3.03K +30 +1%
HWA
4243
Hillcrest Wealth Advisors
New Jersey
$345K -$52.6K -520 -16%
CC
4244
Capital Counsel
New York
$345K – – –
5SA
4245
5th Street Advisors
Connecticut
$343K +$20.2K +200 +8%
VFA
4246
Values First Advisors
Tennessee
$343K +$281K +2,780 New
AGA
4247
Arkos Global Advisors
Texas
$343K -$4.45K -44 -2%
BWS
4248
BCR Wealth Strategies
Alabama
$340K +$5.05K +50 +2%
PIS
4249
POM Investment Strategies
North Carolina
$340K +$102K +1,010 +58%
WHAM
4250
Windmill Hill Asset Management
United Kingdom
$340K – – –
168 169
170
171 172