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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2651
Trinity Financial Advisors
Ohio
$236K – – –
GFG
2652
Goldstone Financial Group
Illinois
$235K +$231K +3,847 New
ZAM
2653
Zevin Asset Management
Massachusetts
$235K – – –
SMA
2654
Seven Mile Advisory
New Jersey
$235K +$14.3K +238 +7%
NCM
2655
Northside Capital Management
Oregon
$235K -$214K -3,560 -48%
FA
2656
Fountainhead AM
New Jersey
$235K +$2.28K +38 +1%
PHWM
2657
Pine Harbor Wealth Management
Maryland
$234K -$8.71K -145 -4%
CIA
2658
Cascade Investment Advisors
Oregon
$234K -$4.5K -75 -2%
RIM
2659
Redwood Investment Management
Arizona
$233K -$198K -3,292 -46%
SBF
2660
Sara-Bay Financial
Florida
$233K – – –
OKSA
2661
O'Keefe Stevens Advisory
New York
$233K +$229K +3,805 New
EIA
2662
Eldridge Investment Advisors
New Hampshire
$232K +$8.71K +145 +4%
SL
2663
Sentinus LLC
Illinois
$232K +$228K +3,790 New
IF
2664
IRON Financial
Illinois
$231K -$361K -6,011 -61%
BFWM
2665
Bright Futures Wealth Management
New York
$229K +$215K +3,587 New
PCM
2666
Princeton Capital Management
New Jersey
$229K +$225K +3,747 New
CWM
2667
Cabot Wealth Management
Massachusetts
$229K – – –
MLFP
2668
MPS Loria Financial Planners
Illinois
$229K – – –
LSC
2669
Lesa Sroufe & Co
Washington
$229K – – –
CCC
2670
Chelsea Counsel Company
California
$228K -$15K -250 -6%
CAM
2671
Cobblestone Asset Management
Virginia
$228K – – –
HWM
2672
Horizon Wealth Management
Illinois
$228K -$13.1K -218 -6%
I2I
2673
Insight 2811 Inc
Illinois
$228K +$6.91K +115 +3%
MFG
2674
Menard Financial Group
Texas
$228K – – –
CFP
2675
Curran Financial Partners
South Carolina
$227K +$223K +3,712 New
105 106
107
108 109