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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1876
1900 Wealth Management
Texas
$264K +$284K +2,896 New
PSIWM
1877
Paradigm Strategies in Wealth Management
Minnesota
$264K – – –
SPWM
1878
Schrum Private Wealth Management
Florida
$264K – – –
AWAP
1879
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$263K – – –
CMA
1880
Cedar Mountain Advisors
Oregon
$263K +$15.7K +160 +6%
AG
1881
Advocate Group
Minnesota
$263K -$76.2K -776 -21%
AFG
1882
Atomi Financial Group
New York
$263K +$73.8K +752 +35%
WDG
1883
Wealth Dimensions Group
Ohio
$263K -$50.9K -519 -15%
SWA
1884
ShankerValleau Wealth Advisors
Illinois
$263K – – –
CT
1885
Colonial Trust
South Carolina
$261K +$12.2K +124 +5%
ZAM
1886
Zevin Asset Management
Massachusetts
$261K -$2.45K -25 -0.9%
RA
1887
Rational Advisors
New York
$261K +$73.8K +752 +36%
BC
1888
Burney Company
Virginia
$261K -$785 -8 -0.3%
FG
1889
Foster Group
Iowa
$260K -$11.5K -117 -4%
EVM
1890
Evelyn V. Moreno
$260K – – –
FCA
1891
FinTrust Capital Advisors
South Carolina
$259K -$50K -509 -15%
WIC
1892
Woodmont Investment Counsel
Tennessee
$259K -$38.8K -395 -12%
PNC
1893
Park National Corp
Ohio
$259K -$2.85K -29 -1%
CWM
1894
Centric Wealth Management
Illinois
$258K +$196 +2 +0.1%
DWA
1895
Dougherty Wealth Advisers
Minnesota
$258K – – –
EB
1896
Eastern Bank
Massachusetts
$258K -$25.2K -257 -8%
BONH
1897
Bank of New Hampshire
New Hampshire
$257K -$982 -10 -0.4%
FPCP
1898
Fort Point Capital Partners
California
$257K +$10.8K +110 +4%
SCM
1899
Stonehearth Capital Management
Massachusetts
$257K – – –
BS
1900
Bessemer Securities
New York
$257K -$108K -1,100 -28%
74 75
76
77 78