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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2276
CM Wealth Advisors
Ohio
$585K – – –
TRIA
2277
Trail Ridge Investment Advisors
Colorado
$585K -$122K -798 -20%
KWM
2278
Kolinsky Wealth Management
New Jersey
$585K -$5.03K -33 -0.8%
DWM
2279
Dorchester Wealth Management
Quebec, Canada
$582K -$13.7K -90 -2%
MIM
2280
Meixler Investment Management
Arizona
$581K -$33.2K -218 -5%
SCFS
2281
S.C. Financial Services
Arizona
$581K +$24.9K +163 +4%
RHJA
2282
Rice Hall James & Associates
California
$580K -$32.6K -214 -5%
NPA
2283
Nichols & Pratt Advisers
Massachusetts
$579K +$39.5K +259 +7%
PPWM
2284
Paragon Private Wealth Management
Kentucky
$578K +$216K +1,419 +75%
SAG
2285
Spotlight Asset Group
Illinois
$577K +$508K +3,329 New
BWM
2286
Birchcreek Wealth Management
Ohio
$576K – – –
QC
2287
Quent Capital
New York
$576K +$75.9K +498 +14%
KC
2288
Kenfarb & Co
Kentucky
$575K – – –
BCFD
2289
Boit C.F. David
$575K +$610K +4,000 New
GA
2290
Gateway Advisory
New Jersey
$574K +$47.4K +311 +8%
SWP
2291
Strategic Wealth Partners
Ohio
$572K +$242K +1,585 +66%
RCG
2292
Regatta Capital Group
California
$568K +$53.4K +350 +10%
AP
2293
Adero Partners
California
$567K +$62.5K +410 +14%
EWA
2294
Encompass Wealth Advisors
Oregon
$565K -$9K -59 -1%
HCA
2295
Horan Capital Advisors
Ohio
$565K -$1.37K -9 -0.2%
LAM
2296
L2 Asset Management
Massachusetts
$565K +$74.4K +488 +14%
CWM
2297
Castle Wealth Management
Florida
$564K +$83.6K +548 +16%
PMG
2298
Private Management Group
California
$563K +$37.8K +248 +7%
SMG
2299
Smart Money Group
Texas
$563K +$4.73K +31 +0.8%
BHWM
2300
Beaird Harris Wealth Management
Texas
$563K +$20.9K +137 +4%
90 91
92
93 94