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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1926
Destiny Wealth Partners
Florida
$15K +$17.3K +168 New
AFG
1927
Albion Financial Group
Utah
$14K – – –
SC
1928
Stephens Consulting
Michigan
$13.5K – – –
CT
1929
Clearstead Trust
Maine
$13K – – –
DWA
1930
Delos Wealth Advisors
Texas
$13K – – –
CA
1931
Centerpoint Advisors
Massachusetts
$12K – – –
HS
1932
Horan Securities
United States
$12K – – –
TFP
1933
Tilia Fiduciary Partners
North Carolina
$12K +$103 +1 +0.7%
CIM
1934
Chiron Investment Management
New York
$12K +$13.6K +132 New
BC
1935
Burleson & Co
California
$11K – – –
CFFP
1936
Center for Financial Planning
Michigan
$11K – – –
FEG
1937
Financial Enhancement Group
Indiana
$11K – – –
HFM
1938
Hartford Financial Management
Connecticut
$11K – – –
LWA
1939
Lowe Wealth Advisors
Maryland
$11K – – –
MIM
1940
Macroview Investment Management
Maryland
$11K – – –
HWM
1941
HighMark Wealth Management
Minnesota
$10K -$721 -7 -6%
CC
1942
Corsicana & Co
Texas
$10K – – –
SCA
1943
Stuart Chaussee & Associates
California
$10K +$2.78K +27 +31%
DMKJ
1944
David M. Knott Jr
$10K +$11.6K +113 New
FA
1945
Financial Advantage
Maryland
$9K -$10.3K -100 -48%
BAM
1946
Bellevue Asset Management
Washington
$9K – – –
BBPWM
1947
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
CWM
1948
CarsonAllaria Wealth Management
Illinois
$9K – – –
CMA
1949
Cedar Mountain Advisors
Oregon
$9K – – –
HC
1950
Hoese & Co
Minnesota
$9K – – –