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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1951
Atwood & Palmer
Missouri
$9.9K – – –
VWA
1952
VSM Wealth Advisory
Maryland
$9.9K +$60 +2 +0.6%
SRCM
1953
Signature Resources Capital Management
California
$9.79K -$1.38K -46 -12%
HPWM
1954
High Point Wealth Management
New Jersey
$9.76K -$12K -400 -54%
MWC
1955
MBM Wealth Consultants
Missouri
$9.59K +$9.99K +334 New
IWS
1956
Intentional Wealth Strategies
Colorado
$9.39K +$9.79K +327 New
SFS
1957
Sunrise Financial Services
Washington
$9.04K – – –
Q1WB
1958
Quest 10 Wealth Builders
Virginia
$9.04K +$3.32K +111 +54%
WSA
1959
Wealth Science Advisors
Georgia
$8.97K +$8.98K +300 New
FFA
1960
Frazier Financial Advisors
Ohio
$8.61K -$13.3K -445 -60%
YP
1961
YANKCOM Partnership
South Dakota
$8.61K +$2.99K +100 +50%
MWPCG
1962
Measured Wealth Private Client Group
New Hampshire
$8.53K -$1.2K -40 -12%
JSAM
1963
J. Safra Asset Management
New York
$8.33K – – –
CW
1964
Curio Wealth
Maryland
$8.24K +$569 +19 +7%
FMB
1965
Field & Main Bank
Kentucky
$8.15K -$2.99K -100 -26%
SG
1966
Sankala Group
Colorado
$8.15K – – –
BFS
1967
Bare Financial Services
Pennsylvania
$7.84K +$5.75K +192 +237%
SIM
1968
Synergy Investment Management
Florida
$7.81K +$8.14K +272 New
RF
1969
Robinswood Financial
Washington
$7.81K +$60 +2 +0.7%
MAFA
1970
MJT & Associates Financial Advisory
Minnesota
$7.75K – – –
MSWA
1971
Marshall & Sterling Wealth Advisors
New York
$7.67K +$90 +3 +1%
SAM
1972
Sherman Asset Management
California
$7.41K – – –
VWM
1973
Vermillion Wealth Management
Minnesota
$7.26K +$7.57K +253 New
PWA
1974
Principia Wealth Advisory
Texas
$7.09K +$1.95K +65 +36%
PAI
1975
Pittenger & Anderson Inc
Nebraska
$7.03K -$4.49K -150 -38%
77 78
79
80 81