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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
5701
Triune Financial Partners
Kansas
$250K – – –
VERPA
5702
Virginia Estate & Retirement Planning Advisors
Virginia
$250K +$263K +1,432 New
NA
5703
Note Advisors
New York
$249K +$262K +1,430 New
XFP
5704
Xena Financial Planning
Oregon
$249K -$19.6K -107 -7%
SEM
5705
Strategic Equity Management
Arizona
$247K -$32.5K -177 -11%
FF
5706
Fairway Financial
Florida
$247K – – –
PA
5707
Persium Advisors
Georgia
$247K -$5.5K -30 -2%
CWAG
5708
Compton Wealth Advisory Group
Virginia
$247K -$17.4K -95 -6%
KWM
5709
KMT Wealth Management
California
$245K -$155K -845 -38%
SG
5710
Sharper & Granite
California
$245K -$9.17K -50 -3%
AFP
5711
ATLas Financial Planning
Georgia
$245K -$82K -447 -24%
DC
5712
Darrow Company
Massachusetts
$245K +$54.1K +295 +27%
PHWA
5713
Petersen Hastings Wealth Advisors
Washington
$245K +$20.9K +114 +9%
WPA
5714
Winning Points Advisors
Florida
$244K – – –
AC
5715
AlpenGlobal Capital
California
$244K +$257K +1,400 New
SFA
5716
Spectrum Financial Alliance
Kentucky
$243K +$9.36K +51 +4%
TF
5717
Theory Financial
Colorado
$243K +$14.5K +79 +6%
CSI
5718
Clark & Stuart Inc
Maine
$242K – – –
SFP
5719
Sherwood Financial Partners
California
$242K – – –
SFC
5720
Summit Financial Consulting
Michigan
$242K +$254K +1,386 New
CFS
5721
CGC Financial Services
Oregon
$241K -$18.3K -100 -7%
JGUA
5722
John G. Ullman & Associates
New York
$240K -$40.2K -219 -14%
JIG
5723
Junk Investment Group
Maryland
$240K +$252K +1,376 New
RWRC
5724
R.W. Roge & Company
New York
$239K +$7.34K +40 +3%
NPAN
5725
Northeast Planning Associates NH
New Hampshire
$238K +$1.1K +6 +0.4%
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229
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