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Name Holding Trade Value Shares
Change
Change in
Stake
TBT
1951
Texas Bank & Trust
Texas
$717K +$130K +380 +24%
ACM
1952
Armbruster Capital Management
New York
$716K -$1.03K -3 -0.2%
FMN
1953
Financial Management Network
California
$714K -$166K -485 -20%
PWM
1954
Paulson Wealth Management
Illinois
$713K +$14.7K +43 +2%
AWM
1955
Allen Wealth Management
North Carolina
$713K -$128K -375 -16%
LWMM
1956
Legacy Wealth Management (Mississippi)
Mississippi
$713K +$2.74K +8 +0.4%
ASA
1957
Axxion S.A.
Luxembourg
$713K +$674K +1,968 New
PG
1958
Prostatis Group
Maryland
$712K +$88.3K +258 +15%
SFG
1959
Strive Financial Group
Indiana
$709K -$1.53M -4,466 -70%
CWM
1960
Concentrum Wealth Management
California
$707K -$2.05K -6 -0.3%
TFIPS
1961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$706K +$8.22K +24 +1%
RF
1962
Roxbury Financial
New Jersey
$705K +$1.71K +5 +0.3%
RBFC
1963
Roman Butler Fullerton & Co
Missouri
$705K +$9.24K +27 +1%
KIG
1964
Kennedy Investment Group
New Jersey
$705K -$40.4K -118 -6%
TW
1965
Tempo Wealth
Ohio
$704K +$134K +391 +25%
SIC
1966
Samalin Investment Counsel
New York
$703K -$6.16K -18 -0.9%
BFG
1967
Bouchey Financial Group
New York
$702K +$38.7K +113 +6%
CAM
1968
CPA Asset Management
Florida
$701K – – –
MWA
1969
Midland Wealth Advisors
Illinois
$700K +$12.7K +37 +2%
DDC
1970
DF Dent & Co
Maryland
$700K – – –
LF
1971
Lantz Financial
Illinois
$700K -$1.37K -4 -0.2%
DP
1972
Dearborn Partners
Illinois
$699K -$11.6K -34 -2%
OBWG
1973
Onyx Bridge Wealth Group
New York
$699K -$2.05K -6 -0.3%
WFA
1974
Wellspring Financial Advisors
Ohio
$698K -$1.37K -4 -0.2%
CFS
1975
Commonwealth Financial Services
West Virginia
$696K -$18.5K -54 -3%