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Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1951
Glen Eagle Advisors
New Jersey
$14M +$494K +1,968 +3%
HWA
1952
HCR Wealth Advisors
California
$14M +$561K +2,235 +4%
DWM
1953
Dynasty Wealth Management
Florida
$13.9M -$762K -3,037 -5%
MWA
1954
Meridian Wealth Advisors
Texas
$13.9M +$756K +3,011 +5%
JSL
1955
JT Stratford LLC
Georgia
$13.9M +$205K +815 +1%
WIC
1956
WealthBridge Investment Counsel
Alberta, Canada
$13.8M +$107K +425 +0.7%
NC
1957
NZS Capital
Colorado
$13.8M +$14.5M +57,870 New
AF
1958
AGP Franklin
Tennessee
$13.8M +$348K +1,387 +2%
LSA
1959
L & S Advisors
California
$13.7M -$3.05M -12,145 -17%
SPS
1960
Susquehanna Portfolio Strategies
Pennsylvania
$13.7M -$51.7M -205,786 -78%
LCM
1961
Lionhunter Capital Management
New York
$13.7M +$14.4M +57,480 New
IA
1962
IFG Advisory
Georgia
$13.7M +$14.3M +56,903 +10,161%
SWA
1963
SOA Wealth Advisors
New York
$13.7M -$535K -2,130 -3%
TWP
1964
Tyche Wealth Partners
Texas
$13.7M -$302K -1,204 -2%
CL
1965
CVFG LLC
Indiana
$13.6M -$479K -1,908 -3%
WAS
1966
WESPAC Advisors SoCal
California
$13.5M +$352K +1,401 +3%
WPI
1967
Walter Public Investments
Canada
$13.5M -$1.89M -7,514 -12%
MWM
1968
Maridea Wealth Management
New York
$13.5M +$2.17M +8,630 +18%
MCM
1969
Marathon Capital Management
Maryland
$13.5M +$233K +929 +2%
TW
1970
Titan Wealth
$13.5M +$315K +1,253 +2%
DLCIG
1971
D.L. Carlson Investment Group
New Hampshire
$13.5M -$524K -2,088 -4%
EFG
1972
Embree Financial Group
Illinois
$13.5M +$349K +1,390 +3%
WA
1973
Wealth Alliance
New York
$13.5M -$668K -2,661 -4%
HT
1974
Heritage Trust
Oklahoma
$13.4M -$164K -655 -1%
TW
1975
Tempo Wealth
Ohio
$13.4M +$446K +1,776 +3%