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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
5676
Note Advisors
New York
$249K +$262K +1,430 New
XFP
5677
Xena Financial Planning
Oregon
$249K -$19.6K -107 -7%
SEM
5678
Strategic Equity Management
Arizona
$247K -$32.5K -177 -11%
FF
5679
Fairway Financial
Florida
$247K – – –
PA
5680
Persium Advisors
Georgia
$247K -$5.5K -30 -2%
CWAG
5681
Compton Wealth Advisory Group
Virginia
$247K -$17.4K -95 -6%
KWM
5682
KMT Wealth Management
California
$245K -$155K -845 -38%
SG
5683
Sharper & Granite
California
$245K -$9.17K -50 -3%
AFP
5684
ATLas Financial Planning
Georgia
$245K -$82K -447 -24%
DC
5685
Darrow Company
Massachusetts
$245K +$54.1K +295 +27%
PHWA
5686
Petersen Hastings Wealth Advisors
Washington
$245K +$20.9K +114 +9%
WPA
5687
Winning Points Advisors
Florida
$244K – – –
AC
5688
AlpenGlobal Capital
California
$244K +$257K +1,400 New
SFA
5689
Spectrum Financial Alliance
Kentucky
$243K +$9.36K +51 +4%
TF
5690
Theory Financial
Colorado
$243K +$14.5K +79 +6%
CSI
5691
Clark & Stuart Inc
Maine
$242K – – –
SFP
5692
Sherwood Financial Partners
California
$242K – – –
SFC
5693
Summit Financial Consulting
Michigan
$242K +$254K +1,386 New
CFS
5694
CGC Financial Services
Oregon
$241K -$18.3K -100 -7%
JGUA
5695
John G. Ullman & Associates
New York
$240K -$40.2K -219 -14%
JIG
5696
Junk Investment Group
Maryland
$240K +$252K +1,376 New
RWRC
5697
R.W. Roge & Company
New York
$239K +$7.34K +40 +3%
NPAN
5698
Northeast Planning Associates NH
New Hampshire
$238K +$1.1K +6 +0.4%
MWP
5699
Moller Wealth Partners
$238K +$30.3K +165 +14%
CWA
5700
Cornerstone Wealth Advisors
Minnesota
$236K +$9.17K +50 +4%
226 227
228
229 230