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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2551
Zevin Asset Management
Massachusetts
$216K – – –
CWA
2552
Capital Wealth Alliance
Arizona
$216K +$219K +3,448 New
PWM
2553
PBMares Wealth Management
Virginia
$214K -$24.3K -384 -10%
HCA
2554
Horan Capital Advisors
Ohio
$214K -$18.2K -287 -8%
CM
2555
Castleark Management
Illinois
$214K – – –
DLG
2556
Daniel L. Goodwin
$213K -$44.4K -700 -17%
MWM
2557
Marietta Wealth Management
Georgia
$213K +$215K +3,388 New
CH
2558
Canton Hathaway
Rhode Island
$212K – – –
EIM
2559
Ervin Investment Management
Washington
$212K – – –
MWM
2560
Mascoma Wealth Management
New Hampshire
$212K – – –
PPWM
2561
Paragon Private Wealth Management
Kentucky
$212K – – –
HKIMG
2562
Hutchens & Kramer Investment Management Group
Indiana
$211K – – –
RCA
2563
Resonant Capital Advisors
Wisconsin
$211K +$7.86K +124 +4%
SC
2564
Schubert & Co
Texas
$211K +$17.4K +274 +9%
IWA
2565
Inspirion Wealth Advisors
Illinois
$211K +$212K +3,349 New
FA
2566
Fermata Advisors
California
$211K +$213K +3,355 New
PW
2567
Peninsula Wealth
California
$211K +$213K +3,360 New
LFA
2568
Landmark Financial Advisors
Kentucky
$210K – – –
HGERS
2569
Householder Group Estate & Retirement Specialist
Arizona
$210K +$127 +2 +0.1%
TCM
2570
Traynor Capital Management
Pennsylvania
$210K +$212K +3,342 New
NFG
2571
Northeast Financial Group
Pennsylvania
$210K -$62.1K -979 -23%
AWS
2572
AJ Wealth Strategies
New York
$209K +$210K +3,318 New
BAM
2573
Bruderman Asset Management
New York
$208K +$209K +3,303 New
WCFA
2574
Walkner Condon Financial Advisors
Wisconsin
$208K +$209K +3,303 New
SPIA
2575
Strategic Point Investment Advisors
Rhode Island
$208K +$210K +3,310 New
101 102
103
104 105