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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1926
SOA Wealth Advisors
New York
$64.2K +$21.1K +150 +1%
SWP
1927
Strategic Wealth Partners
Ohio
$63.7K -$2.81K -20 -4%
JWA
1928
JFS Wealth Advisors
Pennsylvania
$63.5K +$1.97K +14 +3%
SEP
1929
Signature Equity Partners
Ohio
$63.4K -$12K -85 -14%
HHCP
1930
Hilton Head Capital Partners
South Carolina
$63.3K +$2.39K +17 +4%
LAM
1931
LOM Asset Management
$63.2K – – –
AWM
1932
Activest Wealth Management
Florida
$62.9K -$14.9K -106 -18%
AWM
1933
Abound Wealth Management
Tennessee
$62.3K +$38.1K +271 +122%
FCAS
1934
First Command Advisory Services
Texas
$61.5K +$46.5K +330 +212%
OWA
1935
Opal Wealth Advisors
New York
$59.4K +$66.2K +470 New
BLC
1936
Brown, Lisle/Cummings
Rhode Island
$58.6K +$52.6K +374 +416%
SFCL
1937
Strengthening Families & Communities LLC
Massachusetts
$57.9K -$6.9K -49 -10%
GA
1938
GoalVest Advisory
New York
$56.9K – – –
HNB
1939
Hilltop National Bank
Wyoming
$56K +$5.49K +39 +10%
BIA
1940
Bell Investment Advisors
California
$55.1K -$23.6K -168 -28%
HCM
1941
Hollencrest Capital Management
California
$54.1K -$1.67M -11,833 -97%
LWM
1942
Lodestone Wealth Management
Washington
$53.3K -$3.52K -25 -6%
NEWAS
1943
N.E.W. Advisory Services
Wisconsin
$53.3K – – –
BW
1944
Basepoint Wealth
Iowa
$52.8K +$282 +2 +0.5%
PF
1945
PlanVest Financial
Maryland
$52.6K +$58.6K +416 New
HBW
1946
Hazlett, Burt & Watson
West Virginia
$52K +$9.85K +70 +21%
SWA
1947
Strategic Wealth Advisors
Arizona
$51K – – –
RAM
1948
Ramirez Asset Management
New York
$50.5K -$42.2K -300 -43%
IWM
1949
IMG Wealth Management
Florida
$48.1K +$23.2K +165 +76%
HFS
1950
Hughes Financial Services
Virginia
$47.9K +$422 +3 +0.8%
76 77
78
79 80