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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4376
Planning Alternatives
Michigan
$297K +$83.2K +704 +40%
DA
4377
DSC Advisors
Illinois
$294K -$18.5K -157 -6%
JDR
4378
Jay D. Rosenbaum
$294K -$246K -2,080 -46%
FFAM
4379
Forge First Asset Management
Canada
$293K – – –
HBWM
4380
Hollow Brook Wealth Management
New York
$293K +$285K +2,410 New
RWA
4381
Redmont Wealth Advisors
Illinois
$293K – – –
PP
4382
Pacifica Partners
Canada
$293K +$5.91K +50 +2%
SGC
4383
Slocum, Gordon & Co
Rhode Island
$293K +$96.9K +820 +52%
DWM
4384
Defined Wealth Management
Oregon
$293K +$62.8K +532 +28%
THL
4385
Tillman Hartley LLC
Colorado
$291K -$59.1K -500 -17%
WFS
4386
Widmann Financial Services
Maryland
$291K +$44.6K +378 +19%
DB
4387
Dravo Bay
Delaware
$291K +$45.2K +383 +19%
BFS
4388
Baskin Financial Services
Ontario, Canada
$291K +$283K +2,394 New
EF
4389
Exeter Financial
Arizona
$291K +$62K +525 +28%
CWAG
4390
Compton Wealth Advisory Group
Virginia
$291K +$46.4K +393 +20%
GAM
4391
Garrison Asset Management
Arkansas
$290K -$19K -161 -6%
ICM
4392
Innovator Capital Management
Illinois
$289K +$281K +2,382 New
PGF
4393
Plan Group Financial
Oklahoma
$289K +$27.6K +234 +11%
AFTS
4394
American Financial & Tax Strategies
New York
$289K – – –
SL
4395
SWMG LLC
Texas
$288K +$233K +1,970 New
SFG
4396
Sage Financial Group
Pennsylvania
$287K -$28.3K -240 -9%
ACM
4397
Andina Capital Management
Utah
$286K -$183K -1,552 -40%
OLA
4398
Oliver Luxxe Assets
New Jersey
$285K +$17.1K +145 +7%
OC
4399
OxenFree Capital
Florida
$284K – – –
WAS
4400
Wealth Advisory Solutions
Indiana
$284K +$276K +2,337 New
174 175
176
177 178