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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2401
Landaas & Company
Wisconsin
$291K +$265K +968 New
PWM
2402
Palumbo Wealth Management
New York
$291K +$44.6K +163 +15%
IAP
2403
Indie Asset Partners
Indiana
$291K – – –
HFS
2404
Heritage Financial Services
Massachusetts
$289K -$6.56K -24 -2%
CWM
2405
Chesapeake Wealth Management
Virginia
$288K – – –
NQWM
2406
Northwest Quadrant Wealth Management
Oregon
$288K – – –
HWM
2407
Hemington Wealth Management
Virginia
$288K +$46.5K +170 +22%
IA
2408
Inspire Advisors
Idaho
$288K +$547 +2 +0.2%
OCG
2409
Opus Capital Group
Ohio
$287K – – –
BWM
2410
Baron Wealth Management
Michigan
$287K +$11.5K +42 +5%
HWM
2411
Hohimer Wealth Management
Washington
$287K – – –
LGW
2412
Leslie Global Wealth
Illinois
$287K -$5.47K -20 -2%
S
2413
Sachetta
Massachusetts
$287K +$32K +117 +14%
WA
2414
WPG Advisers
Maryland
$286K -$4.92K -18 -2%
BOH
2415
Bank of Hawaii
Hawaii
$286K -$13.9K -51 -5%
QP
2416
Quartz Partners
New York
$286K +$4.37K +16 +2%
OIA
2417
Optimum Investment Advisors
Illinois
$286K – – –
PA
2418
Planning Alternatives
Michigan
$285K +$39.1K +143 +18%
HTIM
2419
Harbour Trust & Investment Management
Indiana
$285K – – –
LA
2420
LM Advisors
California
$285K – – –
OKSA
2421
O'Keefe Stevens Advisory
New York
$285K – – –
AP
2422
Atwood & Palmer
Missouri
$284K +$273 +1 +0.1%
MWM
2423
Mindset Wealth Management
Indiana
$283K -$109K -398 -30%
NFGCM
2424
Norman Fields Gottscho Capital Management
New York
$283K – – –
SWA
2425
Strata Wealth Advisors
Texas
$282K – – –
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