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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
4376
Horizon Financial Services
North Carolina
$299K +$2.95K +25 +1%
WCWM
4377
Willow Creek Wealth Management
California
$299K +$5.08K +43 +2%
SS
4378
Sound Stewardship
Kansas
$298K -$17.6K -149 -6%
SCM
4379
SOL Capital Management
Maryland
$297K +$62K +525 +27%
PA
4380
Planning Alternatives
Michigan
$297K +$83.2K +704 +40%
DA
4381
DSC Advisors
Illinois
$294K -$18.5K -157 -6%
JDR
4382
Jay D. Rosenbaum
$294K -$246K -2,080 -46%
FFAM
4383
Forge First Asset Management
Canada
$293K – – –
HBWM
4384
Hollow Brook Wealth Management
New York
$293K +$285K +2,410 New
RWA
4385
Redmont Wealth Advisors
Illinois
$293K – – –
PP
4386
Pacifica Partners
Canada
$293K +$5.91K +50 +2%
SGC
4387
Slocum, Gordon & Co
Rhode Island
$293K +$96.9K +820 +52%
DWM
4388
Defined Wealth Management
Oregon
$293K +$62.8K +532 +28%
THL
4389
Tillman Hartley LLC
Colorado
$291K -$59.1K -500 -17%
WFS
4390
Widmann Financial Services
Maryland
$291K +$44.6K +378 +19%
DB
4391
Dravo Bay
Delaware
$291K +$45.2K +383 +19%
BFS
4392
Baskin Financial Services
Ontario, Canada
$291K +$283K +2,394 New
EF
4393
Exeter Financial
Arizona
$291K +$62K +525 +28%
CWAG
4394
Compton Wealth Advisory Group
Virginia
$291K +$46.4K +393 +20%
GAM
4395
Garrison Asset Management
Arkansas
$290K -$19K -161 -6%
ICM
4396
Innovator Capital Management
Illinois
$289K +$281K +2,382 New
PGF
4397
Plan Group Financial
Oklahoma
$289K +$27.6K +234 +11%
AFTS
4398
American Financial & Tax Strategies
New York
$289K – – –
SL
4399
SWMG LLC
Texas
$288K +$233K +1,970 New
SFG
4400
Sage Financial Group
Pennsylvania
$287K -$28.3K -240 -9%
174 175
176
177 178