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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
4726
Evergreen Advisors
Tennessee
$412K +$423K +3,069 New
DWA
4727
Delta Wealth Advisors
Indiana
$412K +$150K +1,085 +55%
WLPWM
4728
Walled Lake Planning & Wealth Management
Illinois
$411K +$21K +152 +5%
HSWS
4729
Higgins & Schmidt Wealth Strategies
Colorado
$410K -$522K -3,786 -55%
AFS
4730
Access Financial Services
Minnesota
$410K +$34.9K +253 +9%
CFP
4731
Cypress Financial Planning
New Jersey
$409K +$65.1K +472 +18%
DAS
4732
DMKC Advisory Services
Iowa
$407K +$418K +3,030 New
IMA
4733
Investment Management Associates
Colorado
$407K – – –
HC
4734
Hurley Capital
New York
$404K +$368K +2,669 New
HFA
4735
Hippocratic Financial Advisors
California
$404K +$414K +3,006 New
EGWAG
4736
Elwood & Goetz Wealth Advisory Group
Georgia
$403K +$4.13K +30 +1%
BWM
4737
Benchmark Wealth Management
Connecticut
$403K – – –
CCI
4738
Credit Capital Investments
New Jersey
$403K – – –
ICM
4739
Ionic Capital Management
New York
$403K +$341K +2,475 +471%
MSCM
4740
McElhenny Sheffield Capital Management
Texas
$403K +$25.5K +185 +7%
AA
4741
Alpha Advisors
Virginia
$400K +$411K +2,981 New
BCM
4742
Blume Capital Management
California
$400K -$31.4K -228 -7%
RPGNY
4743
Retirement Planning Group (New York)
New York
$398K +$409K +2,966 New
FOR
4744
Family Office Research
Maryland
$397K +$407K +2,955 New
DWM
4745
Daner Wealth Management
Georgia
$397K +$439K +3,182 New
PWM
4746
Praetorian Wealth Management
California
$396K +$407K +2,950 New
APC
4747
Asset Planning Corporation
Tennessee
$395K -$19.3K -140 -5%
LAMC
4748
Longview Asset Management (California)
California
$395K +$405K +2,940 New
CFCI
4749
Comprehensive Financial Consultants Institutional
Indiana
$394K +$4.69K +34 +1%
SIAG
4750
Signet Investment Advisory Group
Rhode Island
$393K +$3.45K +25 +0.9%
188 189
190
191 192