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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1951
Cornerstone Investment Partners
Georgia
$204K -$75.6K -340 -30%
ATFA
1952
All Terrain Financial Advisors
Minnesota
$204K +$178K +800 New
WCAMG
1953
Woodard & Company Asset Management Group
North Carolina
$204K +$178K +800 New
CIA
1954
Cascade Investment Advisors
Oregon
$204K
CFP
1955
Curran Financial Partners
South Carolina
$203K +$177K +796 New
LPARFS
1956
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$203K +$178K +800 New
RPG
1957
Resource Planning Group
Georgia
$202K +$176K +793 New
FMC
1958
First Merchants Corp
Indiana
$202K +$177K +795 New
SFG
1959
StrategIQ Financial Group
Indiana
$200K +$174K +785 New
PWM
1960
Prentice Wealth Management
New York
$196K +$171K +769 New
PB
1961
Pinnacle Bancorp
Nebraska
$195K +$12K +54 +8%
PP
1962
PrairieView Partners
Minnesota
$194K
WA
1963
Wealth Advisors
California
$185K +$176K +790 New
BWM
1964
Baystate Wealth Management
Massachusetts
$183K +$33.1K +149 +26%
AW
1965
Avion Wealth
Texas
$182K -$44.5K -200 -22%
ARMC
1966
American Research & Management Company
Massachusetts
$181K
ETI
1967
Enterprise Trust & Investment
California
$178K
CMA
1968
Cedar Mountain Advisors
Oregon
$178K +$44.5K +200 +40%
RCG
1969
Rock Creek Group
District of Columbia
$173K +$91.6K +412 +154%
ZB
1970
Zions Bancorporation
Utah
$172K +$21.1K +95 +16%
WLPWM
1971
Walled Lake Planning & Wealth Management
Illinois
$171K +$104K +470 +235%
SFPG
1972
Stonebridge Financial Planning Group
Florida
$169K -$36.2K -163 -19%
BFC
1973
Bedel Financial Consulting
Indiana
$167K -$21.3K -96 -13%
MAWCM
1974
Mine & Arao Wealth Creation & Management
California
$166K
FFA
1975
Freedman Financial Associates
Massachusetts
$163K