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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1951
FSC Wealth Advisors
New York
$8K +$8.86K +86 New
RA
1952
Rise Advisors
New York
$8K +$8.96K +87 New
WWMSC
1953
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$9.69K +94 New
GWA
1954
Gibson Wealth Advisors
Texas
$7K -$10.3K -100 -57%
EL
1955
EMFO LLC
Florida
$7K – – –
SPWG
1956
Sage Private Wealth Group
Illinois
$7K – – –
MBFW
1957
Morton Brown Family Wealth
Pennsylvania
$7K +$8.04K +78 New
EI
1958
Ellevest Inc
New York
$7K +$8.35K +81 New
FCG
1959
Financial Connections Group
California
$5K – – –
PCFFS
1960
Pacific Center for Financial Services
California
$5K +$5.25K +51 New
FBC
1961
Fairfield, Bush & Co
Connecticut
$5K +$5.36K +52 New
JGIA
1962
Jackson Grant Investment Advisers
Connecticut
$5K +$5.56K +54 New
AS
1963
Altshuler Shaham
Israel
$4K -$1.44K -14 -25%
OSNBOA
1964
Old Second National Bank of Aurora
Illinois
$4K – – –
S
1965
Surevest
California
$4K – – –
UIA
1966
Ulland Investment Advisors
Minnesota
$4K – – –
LPWM
1967
Lake Point Wealth Management
Texas
$4K +$515 +5 +13%
TJHA
1968
Thomas J. Herzfeld Advisors
Florida
$4K +$2.99K +29 +207%
MCM
1969
Manchester Capital Management
Vermont
$4K +$4.12K +40 New
TCM
1970
Tradewinds Capital Management
Washington
$3K -$57.9K -562 -94%
TCWA
1971
Ten Capital Wealth Advisors
Washington
$3K -$1.54K -15 -30%
IWP
1972
IAG Wealth Partners
Wisconsin
$3K – – –
JMF
1973
Johnson Midwest Financial
Iowa
$3K – – –
CAM
1974
ClariVest Asset Management
California
$2K -$721 -7 -26%
NIC
1975
Northwest Investment Counselors
Oregon
$2K – – –
77 78
79
80 81