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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2626
Executive Wealth Management
Michigan
$221K – – –
PA
2627
Parkside Advisors
California
$220K – – –
IGGA
2628
Iron Gate Global Advisors
Utah
$220K -$6.66K -110 -3%
MWPCG
2629
Measured Wealth Private Client Group
New Hampshire
$220K -$8.78K -145 -4%
SFC
2630
Strategic Financial Concepts
Texas
$220K +$214K +3,539 New
D
2631
Dentgroup
Louisiana
$219K – – –
TCMP
2632
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219K +$215K +3,544 New
CIM
2633
Chapman Investment Management
California
$219K -$23.4K -387 -10%
GWM
2634
Greenwich Wealth Management
Connecticut
$219K +$2.3K +38 +1%
CCC
2635
Chelsea Counsel Company
California
$219K – – –
FPCP
2636
Fort Point Capital Partners
California
$219K +$213K +3,523 New
PW
2637
Peninsula Wealth
California
$218K +$22.5K +371 +12%
MAM
2638
McLean Asset Management
Virginia
$218K -$31.4K -518 -13%
TPW
2639
Tiller Private Wealth
Pennsylvania
$217K – – –
RHP
2640
Royal Harbor Partners
Texas
$217K – – –
FWA
2641
FSM Wealth Advisors
Ohio
$216K +$13.6K +225 +7%
SWM
2642
Shakespeare Wealth Management
Wisconsin
$216K – – –
MWM
2643
Mascoma Wealth Management
New Hampshire
$216K – – –
AWM
2644
Act Wealth Management
Texas
$216K +$4.36K +72 +2%
WPC
2645
White Pine Capital
Minnesota
$215K – – –
HCA
2646
Horan Capital Advisors
Ohio
$215K +$4.06K +67 +2%
IWN
2647
Independent Wealth Network
Iowa
$214K +$1.64K +27 +0.8%
BMWM
2648
Brown Miller Wealth Management
Virginia
$213K – – –
ZAM
2649
Zevin Asset Management
Massachusetts
$213K – – –
BA
2650
Ballew Advisors
Mississippi
$213K +$213K +3,513 New
104 105
106
107 108