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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
1926
Sentinel Pension Advisors
Massachusetts
$210K +$212K +875 New
LF
1927
LifeSteps Financial
California
$209K -$68.9K -285 -25%
FNC
1928
First National Corp
Massachusetts
$209K -$5.56K -23 -2%
RRWA
1929
Rainey & Randall Wealth Advisors
Florida
$209K
CWA
1930
Clearview Wealth Advisors
Oregon
$207K
GFP
1931
Gryphon Financial Partners
Ohio
$206K -$28K -116 -12%
QC
1932
QCM Cayman
Texas
$206K +$207K +858 New
NWM
1933
Northwest Wealth Management
Iowa
$206K +$208K +860 New
JBA
1934
Johnson Bixby & Associates
Washington
$205K
TCM
1935
Telos Capital Management
California
$205K +$2.42K +10 +1%
MRG
1936
Milestone Resources Group
British Virgin Islands
$205K +$9.91K +41 +5%
LWPC
1937
Legacy Wealth Partners (California)
California
$204K -$1.15M -4,775 -85%
EFG
1938
Everhart Financial Group
Ohio
$204K -$74.5K -308 -27%
AWM
1939
Atticus Wealth Management
Florida
$204K
CASB
1940
Cape Ann Savings Bank
Massachusetts
$204K
WAM
1941
Winslow Asset Management
Ohio
$204K
SB
1942
Strategic Blueprint
Georgia
$203K -$3.63M -14,999 -95%
DAM
1943
Derbend Asset Management
Georgia
$203K +$205K +849 New
EA
1944
Elm Advisors
California
$202K
UWPG
1945
Ullmann Wealth Partners Group
Florida
$202K +$725 +3 +0.4%
OA
1946
Oxbow Advisors
Texas
$201K -$94.3K -390 -32%
GWM
1947
Greenhouse Wealth Management
Connecticut
$201K
FCA
1948
FinTrust Capital Advisors
South Carolina
$201K +$3.63K +15 +2%
BWM
1949
Birchcreek Wealth Management
Ohio
$201K +$203K +840 New
CWM
1950
Chronos Wealth Management
Florida
$200K