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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
4726
Atlas Financial Advisors
California
$417K +$10.8K +78 +3%
CAG
4727
Compass Advisory Group
New York
$415K +$413 +3 +0.1%
CAM
4728
Campion Asset Management
Virginia
$415K – – –
CC
4729
Capital Counsel
New York
$414K – – –
RDFA
4730
Ritter Daniher Financial Advisory
Ohio
$414K -$717K -5,201 -63%
EA
4731
Evergreen Advisors
Tennessee
$412K +$423K +3,069 New
DWA
4732
Delta Wealth Advisors
Indiana
$412K +$150K +1,085 +55%
WLPWM
4733
Walled Lake Planning & Wealth Management
Illinois
$411K +$21K +152 +5%
HSWS
4734
Higgins & Schmidt Wealth Strategies
Colorado
$410K -$522K -3,786 -55%
AFS
4735
Access Financial Services
Minnesota
$410K +$34.9K +253 +9%
CFP
4736
Cypress Financial Planning
New Jersey
$409K +$65.1K +472 +18%
DAS
4737
DMKC Advisory Services
Iowa
$407K +$418K +3,030 New
IMA
4738
Investment Management Associates
Colorado
$407K – – –
HC
4739
Hurley Capital
New York
$404K +$368K +2,669 New
HFA
4740
Hippocratic Financial Advisors
California
$404K +$414K +3,006 New
EGWAG
4741
Elwood & Goetz Wealth Advisory Group
Georgia
$403K +$4.13K +30 +1%
BWM
4742
Benchmark Wealth Management
Connecticut
$403K – – –
CCI
4743
Credit Capital Investments
New Jersey
$403K – – –
ICM
4744
Ionic Capital Management
New York
$403K +$341K +2,475 +471%
MSCM
4745
McElhenny Sheffield Capital Management
Texas
$403K +$25.5K +185 +7%
AA
4746
Alpha Advisors
Virginia
$400K +$411K +2,981 New
BCM
4747
Blume Capital Management
California
$400K -$31.4K -228 -7%
RPGNY
4748
Retirement Planning Group (New York)
New York
$398K +$409K +2,966 New
FOR
4749
Family Office Research
Maryland
$397K +$407K +2,955 New
DWM
4750
Daner Wealth Management
Georgia
$397K +$439K +3,182 New
188 189
190
191 192