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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1951
Accent Capital Management
Ohio
$152K +$78.1K +57 +98%
MSG
1952
Main Street Group
Virginia
$152K +$158K +115 New
AIM
1953
Axiom Investment Management
New York
$151K +$156K +114 New
FNWA
1954
Financial Network Wealth Advisors
Utah
$151K -$16.4K -12 -10%
CT
1955
Clearstead Trust
Maine
$149K -$30.1K -22 -16%
ANBT
1956
American National Bank & Trust
Texas
$144K -$4.11K -3 -3%
EWP
1957
Elevation Wealth Partners
California
$143K
HCM
1958
Hollencrest Capital Management
California
$132K -$406K -296 -75%
QT
1959
Quantbot Technologies
New York
$132K +$137K +100 New
PWAM
1960
Private Wealth Asset Management
Iowa
$131K
TGY2IT
1961
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$131K +$136K +99 New
TWD
1962
True Wealth Design
Ohio
$128K +$30.1K +22 +29%
AGWCA
1963
Annis Gardner Whiting Capital Advisors
Florida
$125K +$61.7K +45 +90%
FFA
1964
Frazier Financial Advisors
Ohio
$122K
CAM
1965
Costello Asset Management
Pennsylvania
$122K +$63K +46 +100%
SFG
1966
Strive Financial Group
Indiana
$120K
WPA
1967
Wealth Preservation Advisors
Tennessee
$115K
HFS
1968
Hughes Financial Services
Virginia
$114K
CFD
1969
Creative Financial Designs
Indiana
$113K +$23.3K +17 +25%
WETS
1970
Wealth Enhancement Trust Services
South Dakota
$112K +$11K +8 +10%
BCPWM
1971
Bradley & Co Private Wealth Management
Florida
$111K
BIA
1972
Bell Investment Advisors
California
$103K +$52.1K +38 +95%
SAS
1973
Stelac Advisory Services
New York
$100K +$104K +76 New
MWA
1974
Medallion Wealth Advisors
Connecticut
$99.1K
LWMI
1975
Legacy Wealth Management (Idaho)
Idaho
$97.7K +$2.74K +2 +3%