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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1851
Evermay Wealth Management
Virginia
$555K +$33.4K +500 +7%
OIA
1852
Optimum Investment Advisors
Illinois
$554K – – –
FCM
1853
Fourpath Capital Management
Oklahoma
$552K +$14K +210 +3%
SWIM
1854
Smallwood Wealth Investment Management
New Jersey
$550K +$13.4K +200 +3%
HWP
1855
Heritage Wealth Partners
Ohio
$549K -$374K -5,590 -42%
PCIG
1856
Partners Capital Investment Group
Massachusetts
$548K – – –
QL
1857
Quarry LP
New York
$546K +$495K +7,400 +2,467%
HWM
1858
Howard Wealth Management
Connecticut
$545K -$5.35K -80 -1%
NIC
1859
Northwest Investment Counselors
Oregon
$545K – – –
GTAM
1860
Global Trust Asset Management
Florida
$545K +$46.8K +700 +10%
UWS
1861
Unique Wealth Strategies
Illinois
$544K -$70.9K -1,060 -12%
HIC
1862
Hartline Investment Corp
Illinois
$544K – – –
SCA
1863
STALEY CAPITAL ADVISERS
Pennsylvania
$544K – – –
WMA
1864
West Michigan Advisors
Michigan
$543K -$41.5K -620 -7%
TCM
1865
Tufton Capital Management
Maryland
$543K – – –
NPT
1866
National Philanthropic Trust
Pennsylvania
$543K +$6.69K +100 +1%
PW
1867
Paladin Wealth
Minnesota
$540K +$509K +7,610 New
BCMLT
1868
Beacon Capital Management LLC (Tennessee)
Tennessee
$539K +$64.9K +970 +15%
CCFM
1869
Clear Creek Financial Management
Washington
$538K +$11.4K +170 +2%
FHC
1870
First Heartland Consultants
Missouri
$536K -$13.4K -200 -3%
HBW
1871
Hazlett, Burt & Watson
West Virginia
$536K +$300K +4,490 +149%
KWM
1872
Kolinsky Wealth Management
New Jersey
$535K +$66.2K +990 +15%
SI
1873
Seeds Investor
New York
$534K +$116K +1,730 +30%
PA
1874
Parkside Advisors
California
$533K – – –
IPW
1875
Impact Partnership Wealth
Georgia
$533K +$503K +7,520 New
73 74
75
76 77