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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2926
Pettinga Financial Advisors
Indiana
$782K +$27.5K +256 +4%
KBFS
2927
Kohmann Bosshard Financial Services
Ohio
$781K +$215 +2 +0%
EBA
2928
Eagle Bay Advisors
New York
$781K -$105K -980 -12%
PFA
2929
Pinnacle Family Advisors
Missouri
$780K – – –
PFG
2930
Prosperity Financial Group
California
$779K +$19.6K +183 +3%
GWSG
2931
GPS Wealth Strategies Group
Colorado
$778K -$1.98M -18,437 -73%
IPA
2932
Investment Planning Advisors
Georgia
$777K +$44.2K +412 +6%
CFS
2933
Cannon Financial Strategists
Georgia
$776K – – –
SWM
2934
Selective Wealth Management
Virginia
$774K -$384K -3,574 -36%
SFC
2935
Strategic Financial Concepts
Texas
$771K -$1.3M -12,117 -64%
ZAM
2936
Zevin Asset Management
Massachusetts
$771K +$6.66K +62 +0.9%
WIP
2937
WealthCare Investment Partners
Rhode Island
$770K – – –
MPIA
2938
Milestones Private Investment Advisors
New York
$769K – – –
CA
2939
CWC Advisors
Oregon
$768K -$52.3K -487 -7%
MAFA
2940
MJT & Associates Financial Advisory
Minnesota
$767K – – –
CL
2941
CVFG LLC
Indiana
$766K +$25.6K +238 +4%
BC
2942
BDFS Capital
Delaware
$766K +$736K +6,859 New
CCAM
2943
Cascades Capital Asset Management
North Carolina
$762K -$15.1K -141 -2%
MHWM
2944
Montz Harcus Wealth Management
Louisiana
$761K -$7.52K -70 -1%
EWA
2945
Emergent Wealth Advisors
New York
$761K -$19.6K -183 -3%
OFW
2946
Omnia Family Wealth
Florida
$761K +$19.4K +181 +3%
FMP
2947
Financial Management Professionals
Texas
$761K +$250K +2,330 +52%
MCCA
2948
Mill Creek Capital Advisors
Pennsylvania
$760K -$10.8K -101 -1%
AOWM
2949
Alpha Omega Wealth Management
Virginia
$759K +$2.68K +25 +0.4%
FFG
2950
Frisch Financial Group
New York
$758K +$10.7K +100 +1%
116 117
118
119 120