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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
3351
Safeguard Financial
Wisconsin
$551K -$29.8K -88 -5%
FFC
3352
Frederick Financial Consultants
Maryland
$551K +$26.4K +78 +5%
RWA
3353
Redhawk Wealth Advisors
Minnesota
$550K +$4.06K +12 +0.8%
FA
3354
Fortis Advisors
Pennsylvania
$550K +$34.5K +102 +7%
WCFA
3355
Walkner Condon Financial Advisors
Wisconsin
$549K +$50.4K +149 +11%
PS
3356
Planned Solutions
California
$549K +$25.4K +75 +5%
WMN
3357
Wealth Management Nebraska
Nebraska
$549K +$5.75K +17 +1%
MHR
3358
Matthew Hamilton Rosenberg
$549K +$11.5K +34 +2%
VDI
3359
Vaughan David Investments
Illinois
$547K -$17.6K -52 -3%
CWMS
3360
Cannon Wealth Management Services
North Carolina
$546K -$42K -124 -7%
EWS
3361
Eagle Wealth Strategies
New Jersey
$546K -$7.44K -22 -1%
GPW
3362
Genesis Private Wealth
Virginia
$545K +$38.6K +114 +8%
RWPA
3363
Richard W. Paul & Associates
Michigan
$545K -$23.3K -69 -4%
SCM
3364
Sunbeam Capital Management
Georgia
$544K +$338 +1 +0.1%
UWPG
3365
Ullmann Wealth Partners Group
Florida
$544K +$77.2K +228 +17%
CICC
3366
Capital Investment Counsel (Colorado)
Colorado
$543K -$26.7K -79 -5%
BCMLT
3367
Beacon Capital Management LLC (Tennessee)
Tennessee
$543K +$19.6K +58 +4%
CWD
3368
Clarity Wealth Development
Oregon
$542K -$25K -74 -5%
PA
3369
Probity Advisors
Texas
$539K -$31.5K -93 -6%
SA
3370
Sylvest Advisors
Texas
$539K -$37.9K -112 -7%
BWCS
3371
Beirne Wealth Consulting Services
Connecticut
$538K – – –
SHWM
3372
Smith & Howard Wealth Management
Georgia
$537K – – –
TPWA
3373
Twin Peaks Wealth Advisors
California
$537K +$10.5K +31 +2%
CWM
3374
Chesapeake Wealth Management
Virginia
$537K -$5.08K -15 -1%
FSA
3375
Financial Security Advisor
Virginia
$535K +$338 +1 +0.1%
133 134
135
136 137