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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1951
Fortis Group Advisors
New Jersey
$40.1K – – –
CTWM
1952
Cherry Tree Wealth Management
Minnesota
$38.6K – – –
WTA
1953
Washington Trust Advisors
Massachusetts
$38.4K -$1.04K -31 -2%
SIS
1954
Strategic Investment Solutions
Illinois
$38.1K +$101 +3 +0.2%
FWM
1955
FSA Wealth Management
Massachusetts
$37.9K – – –
KFA
1956
Kelleher Financial Advisors
New York
$37.7K +$40.3K +1,201 New
RWM
1957
Raffa Wealth Management
District of Columbia
$37.5K +$2.65K +79 +7%
FIM
1958
FWL Investment Management
Texas
$37.5K +$37.7K +1,126 +1,681%
VWA
1959
Valued Wealth Advisors
Utah
$37.4K +$2.38K +71 +6%
TFGT
1960
TS Financial Group (TSFG)
Illinois
$37K -$2.01K -60 -5%
POIA
1961
Pin Oak Investment Advisors
Texas
$36.8K – – –
DFA
1962
DHJJ Financial Advisors
Illinois
$36.6K – – –
WSCM
1963
Wellington Shields Capital Management
New York
$36.6K +$3.22K +96 +9%
PAI
1964
Pittenger & Anderson Inc
Nebraska
$35.5K -$2.85K -85 -7%
TWD
1965
True Wealth Design
Ohio
$35.5K -$65.7K -1,961 -63%
ETS
1966
ESL Trust Services
New York
$35.2K +$3.62K +108 +11%
FW
1967
Fairway Wealth
Ohio
$35.1K – – –
BHWM
1968
Beaird Harris Wealth Management
Texas
$35K +$1.04K +31 +3%
RDFA
1969
Ritter Daniher Financial Advisory
Ohio
$34.5K – – –
PWA
1970
Provenance Wealth Advisors
Florida
$33.2K – – –
LB
1971
Legacy Bridge
Iowa
$33.1K – – –
FFL
1972
Financial Freedom LLC
Ohio
$32.5K +$101 +3 +0.3%
FFWM
1973
Future Financial Wealth Management
Ohio
$32K – – –
CC
1974
Corsicana & Co
Texas
$31.9K +$34K +1,015 New
EWP
1975
Elevation Wealth Partners
California
$31.6K +$13.5K +404 +67%
77 78
79
80 81