Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1951
Wolff Wiese Magana
California
$48.1K -$14.4K -83 -23%
CWM
1952
Cranbrook Wealth Management
Michigan
$48.1K – – –
BTC
1953
Bank & Trust Company
Illinois
$46.9K – – –
AWM
1954
Abound Wealth Management
Tennessee
$46.7K -$3.12K -18 -6%
MFT
1955
Moisand Fitzgerald Tamayo
Florida
$46.2K – – –
BFS
1956
Burkett Financial Services
South Carolina
$46.2K – – –
SCA
1957
Stuart Chaussee & Associates
California
$45.9K – – –
CAM
1958
Creekmur Asset Management
Illinois
$45.4K -$20.4K -118 -31%
PB
1959
Pinnacle Bancorp
Nebraska
$44.7K -$40.2K -232 -47%
HIW
1960
Holos Integrated Wealth
Pennsylvania
$44.3K – – –
HWA
1961
HHM Wealth Advisors
Tennessee
$43.7K -$1.04K -6 -2%
MAM
1962
Meeder Asset Management
Ohio
$43.5K -$19.7K -114 -31%
KWM
1963
Kiker Wealth Management
Georgia
$42.6K +$43.3K +250 New
TAM
1964
Tucker Asset Management
Colorado
$42.2K +$6.4K +37 +18%
CFG
1965
CKW Financial Group
Hawaii
$42K – – –
RTC
1966
Riverview Trust Company
Washington
$41.8K -$61.1K -353 -59%
EWP
1967
Elevation Wealth Partners
California
$41.5K – – –
GC
1968
Gould Capital
Washington
$41.4K – – –
BTD
1969
BankPlus Trust Department
Mississippi
$41.4K +$7.79K +45 +23%
DWM
1970
Darwin Wealth Management
Florida
$41.3K – – –
RMP
1971
Richards, Merrill & Peterson
Washington
$40.1K +$1.73K +10 +4%
NC
1972
NewSquare Capital
Pennsylvania
$40.1K +$33.2K +192 +447%
CH
1973
Canton Hathaway
Rhode Island
$39K – – –
CCM
1974
Chilton Capital Management
Texas
$38.4K -$13K -75 -25%
CCMW
1975
Cypress Capital Management (Wyoming)
Wyoming
$38K – – –