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Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
2126
Whitaker-Myers Wealth Managers
Ohio
$220K +$338K +1,783 New
SC
2127
Stephens Consulting
Michigan
$220K +$5.68K +30 +2%
DP
2128
Denver PWM
Colorado
$219K -$6.63K -35 -2%
DWP
2129
Daymark Wealth Partners
Ohio
$219K +$337K +1,780 New
BPFA
2130
Barnes Pettey Financial Advisors
Mississippi
$219K +$87.7K +463 +35%
BWM
2131
BlackDiamond Wealth Management
New York
$219K +$83.3K +440 +31%
SVCP
2132
Silicon Valley Capital Partners
California
$219K -$402K -2,121 -54%
HIC
2133
Holderness Investments Company
North Carolina
$218K -$17.8K -94 -5%
HIC
2134
Hartline Investment Corp
Illinois
$218K -$93.3K -493 -22%
TWP
2135
Total Wealth Planning
Ohio
$217K -$73.5K -388 -18%
GA
2136
Geller Advisors
New York
$217K -$111K -587 -25%
WA
2137
Wealthstream Advisors
New York
$216K -$51.3K -271 -13%
GBWM
2138
Granite Bay Wealth Management
New Hampshire
$216K +$20.4K +108 +7%
GWM
2139
Greenwich Wealth Management
Connecticut
$215K +$331K +1,747 New
GCAC
2140
Guardian Capital Advisors (Canada)
Ontario, Canada
$215K -$1.14K -6 -0.3%
M
2141
MYeCFO
California
$215K +$330K +1,744 New
MRWM
2142
ML&R Wealth Management
Texas
$214K -$8.71K -46 -3%
WI
2143
Wintrust Investments
Illinois
$214K -$34.3K -181 -9%
GB
2144
Goepper Burkhardt
South Carolina
$214K – – –
WA
2145
WealthTrust Axiom
Pennsylvania
$213K – – –
CPG
2146
Cornerstone Planning Group
New Jersey
$212K +$316K +1,670 New
PFA
2147
Professional Financial Advisors
Nebraska
$212K +$7.95K +42 +2%
HC
2148
HNP Capital
New York
$212K +$1.14K +6 +0.3%
HWP
2149
Heritage Wealth Partners
Ohio
$212K +$211K +1,112 New
RGC
2150
Roberts, Glore & Co
Illinois
$212K +$108K +570 +50%
84 85
86
87 88