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Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1926
First Merchants Corp
Indiana
$210K +$19.3K +80 +10%
SPA
1927
Sentinel Pension Advisors
Massachusetts
$210K +$212K +875 New
LF
1928
LifeSteps Financial
California
$209K -$68.9K -285 -25%
FNC
1929
First National Corp
Massachusetts
$209K -$5.56K -23 -2%
RRWA
1930
Rainey & Randall Wealth Advisors
Florida
$209K – – –
CWA
1931
Clearview Wealth Advisors
Oregon
$207K – – –
GFP
1932
Gryphon Financial Partners
Ohio
$206K -$28K -116 -12%
QC
1933
QCM Cayman
Texas
$206K +$207K +858 New
NWM
1934
Northwest Wealth Management
Iowa
$206K +$208K +860 New
JBA
1935
Johnson Bixby & Associates
Washington
$205K – – –
TCM
1936
Telos Capital Management
California
$205K +$2.42K +10 +1%
MRG
1937
Milestone Resources Group
British Virgin Islands
$205K +$9.91K +41 +5%
LWPC
1938
Legacy Wealth Partners (California)
California
$204K -$1.15M -4,775 -85%
EFG
1939
Everhart Financial Group
Ohio
$204K -$74.5K -308 -27%
AWM
1940
Atticus Wealth Management
Florida
$204K – – –
CASB
1941
Cape Ann Savings Bank
Massachusetts
$204K – – –
WAM
1942
Winslow Asset Management
Ohio
$204K – – –
SB
1943
Strategic Blueprint
Georgia
$203K -$3.63M -14,999 -95%
DAM
1944
Derbend Asset Management
Georgia
$203K +$205K +849 New
EA
1945
Elm Advisors
California
$202K – – –
UWPG
1946
Ullmann Wealth Partners Group
Florida
$202K +$725 +3 +0.4%
OA
1947
Oxbow Advisors
Texas
$201K -$94.3K -390 -32%
GWM
1948
Greenhouse Wealth Management
Connecticut
$201K – – –
FCA
1949
FinTrust Capital Advisors
South Carolina
$201K +$3.63K +15 +2%
BWM
1950
Birchcreek Wealth Management
Ohio
$201K +$203K +840 New