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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1951
Clean Yield Group
Vermont
$255K
BWM
1952
BlackDiamond Wealth Management
New York
$255K +$11K +266 +4%
OC
1953
Oakworth Capital
Alabama
$255K -$41.3K -994 -13%
BBPWM
1954
Blue Bell Private Wealth Management
Pennsylvania
$255K -$706 -17 -0.3%
PAW
1955
Plan A Wealth
Nebraska
$254K +$281K +6,781 New
PCP
1956
Panoramic Capital Partners
Oregon
$254K +$281K +6,777 New
WDC
1957
Woodward Diversified Capital
California
$254K -$214K -5,151 -43%
FWP
1958
Falcon Wealth Planning
California
$254K -$9.01K -217 -3%
WRPWM
1959
Werba Rubin Papier Wealth Management
California
$254K -$71.8K -1,729 -20%
AA
1960
Apriem Advisors
California
$254K -$9.38K -226 -3%
FFA
1961
Founders Financial Alliance
North Carolina
$254K +$3.28K +79 +1%
EP
1962
Edgestream Partners
New Jersey
$253K +$280K +6,742 New
ACP
1963
Aveo Capital Partners
Colorado
$252K -$25.4K -611 -8%
RFA
1964
Resurgent Financial Advisors
Georgia
$250K -$7.64K -184 -3%
RWI
1965
Red Wave Investments
Pennsylvania
$250K -$4.28K -103 -2%
RWA
1966
River Wealth Advisors
Pennsylvania
$249K -$2.84M -68,472 -91%
I2I
1967
Insight 2811 Inc
Illinois
$249K
GWA
1968
Gratus Wealth Advisors
Virginia
$249K -$61.1K -1,472 -18%
APW
1969
Austin Private Wealth
Texas
$249K +$50.6K +1,218 +23%
HC
1970
Hara Capital
Washington
$248K +$18.3K +441 +7%
WPWM
1971
Western Pacific Wealth Management
Illinois
$248K +$93.4K +2,250 +52%
CPC
1972
Consolidated Planning Corp
Georgia
$248K -$3.65K -88 -1%
BIA
1973
Bigelow Investment Advisors
Maine
$248K -$42.5K -1,023 -13%
HC
1974
Hamilton Capital
Ohio
$247K -$2.28K -55 -0.8%
PTP
1975
Platform Technology Partners
New York
$247K -$20.9K -504 -7%