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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1951
Whalen Wealth Management
Nevada
$2.07M -$525K -1,281 -26%
BWG
1952
Boomfish Wealth Group
Georgia
$2.07M -$947K -2,310 -39%
SI
1953
Shaker Investments
Ohio
$2.06M +$1.45M +3,548 New
PHS
1954
Pekin Hardy Strauss
Illinois
$2.06M -$1.15M -2,805 -44%
WA
1955
Wealth Architects
California
$2.05M -$566K -1,381 -28%
VIA
1956
Victrix Investment Advisors
Florida
$2.05M +$90.6K +221 +7%
OWP
1957
Obermeyer Wealth Partners
Colorado
$2.05M +$453K +1,105 +46%
TP
1958
TritonPoint Partners
Maryland
$2.05M +$1.45M +3,525 New
GWM
1959
Greenline Wealth Management
Florida
$2.05M +$203K +496 +16%
MA
1960
MCF Advisors
Kentucky
$2.05M +$105K +255 +8%
CA
1961
Calton & Associates
Florida
$2.05M -$451K -1,101 -24%
FCA
1962
Fortis Capital Advisors
Kansas
$2.04M -$2.01M -4,900 -58%
SAA
1963
Southeast Asset Advisors
Georgia
$2.04M -$8.2K -20 -0.6%
SWM
1964
SHP Wealth Management
Massachusetts
$2.03M +$166K +405 +13%
PWS
1965
Physician Wealth Solutions
Nevada
$2.03M -$12.3K -30 -0.8%
NPT
1966
National Philanthropic Trust
Pennsylvania
$2.03M -$10.2M -24,974 -88%
CBT
1967
Crews Bank & Trust
Florida
$2.03M -$430K -1,050 -23%
AWM
1968
Aviso Wealth Management
Washington
$2.02M -$36.9K -90 -3%
FCM
1969
FirstWave Capital Management
Florida
$2.02M +$1.43M +3,481 New
RPGK
1970
Retirement Planning Group (Kansas)
Kansas
$2.02M -$14.3K -35 -1%
NWM
1971
Northwest Wealth Management
Iowa
$2.02M +$64.4K +157 +5%
LA
1972
Legacy Advisors
Pennsylvania
$2.02M +$259K +631 +22%
SWM
1973
SilverOak Wealth Management
Minnesota
$2.01M -$102K -249 -7%
LI
1974
LRI Investments
Florida
$2.01M +$376K +917 +4%
DWG
1975
Darden Wealth Group
Michigan
$2.01M +$150K +365 +12%
77 78
79
80 81