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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1951
Duncker Streett & Co
Missouri
$39.9K
BFP
1952
Birchwood Financial Partners
Minnesota
$39.5K
KAS
1953
Kemnay Advisory Services
New York
$39.2K +$9.88K +15 +38%
SC
1954
Steph & Co
Wisconsin
$38.5K -$7.91K -12 -18%
CIAS
1955
CBIZ Investment Advisory Services
Ohio
$38.2K
AFG
1956
Albion Financial Group
Utah
$37.8K
AWM
1957
Activest Wealth Management
Florida
$37.8K -$1.98K -3 -5%
VWM
1958
Vermillion Wealth Management
Minnesota
$37.1K -$6.59K -10 -16%
TCM
1959
Triumph Capital Management
Colorado
$37.1K
FPB
1960
First PREMIER Bank
South Dakota
$36K
JFA
1961
JNBA Financial Advisors
Minnesota
$35.7K -$5.93K -9 -15%
SIC
1962
Salem Investment Counselors
North Carolina
$35.7K
TIM
1963
Thompson Investment Management
Wisconsin
$35.7K
IAS
1964
IMA Advisory Services
Colorado
$35.7K +$19.8K +30 +150%
TWM
1965
Tripletail Wealth Management
Florida
$35.1K
BONH
1966
Bank of New Hampshire
New Hampshire
$34.2K
CMA
1967
Cedar Mountain Advisors
Oregon
$34.2K
FIM
1968
FWL Investment Management
Texas
$34.2K +$17.1K +26 +118%
RWM
1969
Raffa Wealth Management
District of Columbia
$33.5K -$4.61K -7 -13%
WWM
1970
Wolff Wiese Magana
California
$32.8K -$1.32K -2 -4%
EWP
1971
Elevation Wealth Partners
California
$32.8K +$14.5K +22 +92%
MCP
1972
Miller Capital Partners
Michigan
$32.1K
AW
1973
Avion Wealth
Texas
$32K +$3.95K +6 +15%
SGK
1974
Steigerwald Gordon & Koch
Virginia
$31.4K
MAFA
1975
MJT & Associates Financial Advisory
Minnesota
$31.4K -$8.56K -13 -23%