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Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
1876
Paradigm Strategies in Wealth Management
Minnesota
$287K – – –
NAM
1877
NTV Asset Management
West Virginia
$287K -$67.3K -648 -18%
SPWM
1878
Schrum Private Wealth Management
Florida
$286K – – –
AWAP
1879
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$286K – – –
SWA
1880
ShankerValleau Wealth Advisors
Illinois
$285K – – –
ZAM
1881
Zevin Asset Management
Massachusetts
$285K – – –
BC
1882
Burney Company
Virginia
$284K – – –
PNC
1883
Park National Corp
Ohio
$284K -$8.82K -85 -3%
APW
1884
Axim Planning & Wealth
Ohio
$283K – – –
EVM
1885
Evelyn V. Moreno
$282K -$15.6K -150 -5%
CFS
1886
CGC Financial Services
Oregon
$282K +$295K +2,842 New
KWM
1887
KFG Wealth Management
Indiana
$282K +$295K +2,842 New
LWA
1888
Lineweaver Wealth Advisors
Ohio
$281K -$11.4K -110 -4%
AAS
1889
Annex Advisory Services
Wisconsin
$281K -$5.4K -52 -2%
SAF
1890
Smith Anglin Financial
Texas
$281K +$2.39K +23 +0.8%
DWA
1891
Dougherty Wealth Advisers
Minnesota
$280K – – –
CWM
1892
Centric Wealth Management
Illinois
$280K -$7.99K -77 -3%
BONH
1893
Bank of New Hampshire
New Hampshire
$280K -$13.2K -127 -4%
SCM
1894
Stonehearth Capital Management
Massachusetts
$279K – – –
CPC
1895
Congress Park Capital
New York
$278K +$291K +2,805 New
GC
1896
Gilbert & Cook
Iowa
$278K -$118K -1,141 -29%
G
1897
GenTrust
Florida
$277K – – –
PK
1898
Pflug Koory
Nebraska
$277K – – –
OCPWS
1899
One Charles Private Wealth Services
Massachusetts
$276K -$15.5K -149 -5%
KCM
1900
Kanawha Capital Management
Virginia
$276K -$9.03K -87 -3%
74 75
76
77 78