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Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
4776
Paradigm Strategies in Wealth Management
Minnesota
$325K +$103K +810 +37%
DWS
4777
Dynamic Wealth Strategies
California
$324K +$37.8K +298 +11%
BHWM
4778
Bay Harbor Wealth Management
Maryland
$324K +$87.8K +693 +30%
FSG
4779
Financial Strategies Group
Michigan
$324K -$253 -2 -0.1%
SEEDPG
4780
S.E.E.D. Planning Group
New York
$323K +$60.6K +478 +19%
CA
4781
Corrado Advisors
New Jersey
$322K +$152K +1,201 +68%
MSCM
4782
McElhenny Sheffield Capital Management
Texas
$322K -$3.29K -26 -0.9%
R
4783
Rebalance
California
$321K +$375K +2,958 New
LSWM
4784
Lorne Steinberg Wealth Management
Canada
$320K +$102K +807 +38%
WAS
4785
Wealth Advisory Solutions
Indiana
$319K +$16.4K +129 +5%
1NWS
4786
1 North Wealth Services
Maryland
$318K -$21.7K -171 -6%
CPA
4787
Cathy Pareto & Associates
Florida
$318K -$30.5K -241 -8%
SCI
4788
Silver Coast Investments
United States
$317K -$65.8K -519 -15%
CCM
4789
Condor Capital Management
New Jersey
$317K +$45.9K +362 +14%
CAM
4790
Chesapeake Asset Management
New York
$316K +$1.65K +13 +0.4%
DWM
4791
Defined Wealth Management
Oregon
$316K +$30.5K +241 +9%
DF
4792
DecisionPoint Financial
Arizona
$315K +$3.93K +31 +1%
PWM
4793
Praetorian Wealth Management
California
$314K -$6.46K -51 -2%
GSWA
4794
Good Steward Wealth Advisors
Tennessee
$314K +$367K +2,897 New
SGWM
4795
Sterling Group Wealth Management
California
$313K +$36K +284 +11%
MIS
4796
Morningstar Investment Services
Illinois
$313K -$47.9K -378 -12%
HWMG
4797
Hurlow Wealth Management Group
Indiana
$312K +$5.2K +41 +1%
SWM
4798
Seed Wealth Management
Illinois
$312K – – –
FF
4799
Fortitude Financial
Washington
$312K – – –
SAMC
4800
Spectrum Asset Management (California)
California
$312K +$119K +940 +49%
190 191
192
193 194