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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2551
Ellevest Inc
New York
$220K -$68.1K -545 -23%
FPIS
2552
Financial Planning & Information Services
Wisconsin
$220K +$222K +1,773 New
RWA
2553
Redhawk Wealth Advisors
Minnesota
$219K -$167K -1,339 -43%
LWIC
2554
Leith Wheeler Investment Counsel
British Columbia, Canada
$219K +$221K +1,769 New
SAM
2555
Shikiar Asset Management
New York
$218K +$219K +1,753 New
QC
2556
QCM Cayman
Texas
$217K -$33.2K -266 -13%
NL
2557
NKCFO LLC
Illinois
$217K – – –
CFS
2558
Cannon Financial Strategists
Georgia
$216K +$218K +1,741 New
MWM
2559
Mattern Wealth Management
Kansas
$216K -$11.3K -90 -5%
FA
2560
Faithward Advisors
Pennsylvania
$214K +$216K +1,727 New
AW
2561
Alpha Windward
Massachusetts
$213K – – –
CFA
2562
Cahill Financial Advisors
Minnesota
$213K +$215K +1,717 New
ZAM
2563
Zevin Asset Management
Massachusetts
$213K +$215K +1,719 New
AIA
2564
AIMZ Investment Advisors
California
$211K +$212K +1,697 New
SIC
2565
Sigma Investment Counselors
Michigan
$210K -$352K -2,815 -62%
VCM
2566
Versant Capital Management
Arizona
$210K +$4.5K +36 +2%
RTS
2567
Round Table Services
New Jersey
$209K -$24.6K -197 -10%
CCM
2568
Carlson Capital Management
Minnesota
$209K +$211K +1,686 New
NIA
2569
Northstar Investment Advisors
Colorado
$209K +$211K +1,688 New
AWM
2570
AllSquare Wealth Management
New York
$205K -$6.25K -50 -3%
MWM
2571
Maltin Wealth Management
New Jersey
$205K +$206K +1,651 New
SFA
2572
Semmax Financial Advisors
North Carolina
$204K +$13.6K +109 +7%
PA
2573
Parkside Advisors
California
$204K +$206K +1,646 New
TP
2574
Truvvo Partners
New York
$203K -$371K -2,969 -64%
OAM
2575
Occidental Asset Management
California
$203K +$205K +1,638 New
101 102
103
104 105