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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1901
High Net Worth Advisory Group
Florida
$20K -$13.8K -150 -43%
CBT
1902
Central Bank & Trust
Kentucky
$20K – – –
CM
1903
Cornerstone Management
Georgia
$20K – – –
IWMWV
1904
Ironwood Wealth Management (West Virginia)
West Virginia
$20K – – –
LFA
1905
Level Financial Advisors
New York
$20K – – –
ZIG
1906
Zullo Investment Group
Pennsylvania
$20K +$9.2K +100 +100%
GA
1907
GoalVest Advisory
New York
$20K +$17.9K +195 New
HMS
1908
Hanseatic Management Services
New Mexico
$20K +$18.3K +199 New
KFI
1909
Key Financial Inc
Pennsylvania
$19K – – –
MSFP
1910
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
OA
1911
Operose Advisors
Wisconsin
$19K – – –
PCTC
1912
Perkins Coie Trust Company
Washington
$19K – – –
PGAM
1913
Princeton Global Asset Management
New Jersey
$19K – – –
PCM
1914
Penserra Capital Management
California
$19K +$18K +196 New
GWA
1915
Gibson Wealth Advisors
Texas
$18K – – –
MAM
1916
McCarthy Asset Management
California
$17K – – –
AFG
1917
Albion Financial Group
Utah
$16K -$2.39K -26 -14%
DWA
1918
Delos Wealth Advisors
Texas
$15K -$21.2K -231 -61%
SC
1919
Stephens Consulting
Michigan
$15K -$7.73K -84 -36%
CT
1920
Clearstead Trust
Maine
$15K – – –
KA
1921
Kozak & Associates
Colorado
$15K – – –
CA
1922
Centerpoint Advisors
Massachusetts
$14K – – –
HS
1923
Horan Securities
United States
$14K – – –
TFP
1924
Tilia Fiduciary Partners
North Carolina
$14K +$92 +1 +0.7%
AWM
1925
Atticus Wealth Management
Florida
$14K +$12.9K +140 New
75 76
77
78 79