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Name Holding Trade Value Shares
Change
Change in
Stake
RWS
1951
Retirement Wealth Solutions
Wisconsin
$46K -$1.32K -2 -3%
TFM
1952
TFC Financial Management
Massachusetts
$44.9K +$34.9K +53 +530%
CFM
1953
Cornerstone Financial Management
Massachusetts
$44.9K +$16.5K +25 +66%
AWA
1954
Acumen Wealth Advisors
Tennessee
$44.2K – – –
RF
1955
Robinswood Financial
Washington
$44K – – –
PWAM
1956
Private Wealth Asset Management
Iowa
$43.5K – – –
SN
1957
Sittner & Nelson
Oregon
$43.5K +$3.29K +5 +9%
CB
1958
Centennial Bank
Arkansas
$42.8K – – –
BHWM
1959
Beaird Harris Wealth Management
Texas
$42.1K – – –
JGCM
1960
Joseph Group Capital Management
Ohio
$41.4K +$3.29K +5 +9%
AT
1961
Arlington Trust
Alabama
$40.7K – – –
HIW
1962
Holos Integrated Wealth
Pennsylvania
$40.3K – – –
AFC
1963
Ares Financial Consulting
California
$39.9K – – –
DSC
1964
Duncker Streett & Co
Missouri
$39.9K – – –
BFP
1965
Birchwood Financial Partners
Minnesota
$39.5K – – –
KAS
1966
Kemnay Advisory Services
New York
$39.2K +$9.88K +15 +38%
SC
1967
Steph & Co
Wisconsin
$38.5K -$7.91K -12 -18%
CIAS
1968
CBIZ Investment Advisory Services
Ohio
$38.2K – – –
AFG
1969
Albion Financial Group
Utah
$37.8K – – –
AWM
1970
Activest Wealth Management
Florida
$37.8K -$1.98K -3 -5%
VWM
1971
Vermillion Wealth Management
Minnesota
$37.1K -$6.59K -10 -16%
TCM
1972
Triumph Capital Management
Colorado
$37.1K – – –
FPB
1973
First PREMIER Bank
South Dakota
$36K – – –
JFA
1974
JNBA Financial Advisors
Minnesota
$35.7K -$5.93K -9 -15%
SIC
1975
Salem Investment Counselors
North Carolina
$35.7K – – –