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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1951
Encompass Wealth Advisors
Oregon
$815K -$49 -1 -0%
MWM
1952
Madison Wealth Management
Ohio
$814K +$6.93K +141 +0.9%
DAM
1953
Delta Asset Management
Tennessee
$812K +$251K +5,100 +48%
CWM
1954
Curi Wealth Management
North Carolina
$811K -$12.1K -245 -2%
BFG
1955
Berger Financial Group
Minnesota
$811K -$1.48K -30 -0.2%
KCM
1956
KRS Capital Management
Michigan
$811K +$1.77K +36 +0.2%
NL
1957
Navalign LLC
California
$811K +$443 +9 +0.1%
WBCM
1958
Wilson & Boucher Capital Management
California
$810K – – –
BCM
1959
Birmingham Capital Management
Alabama
$810K -$156K -3,175 -17%
SB
1960
Sunflower Bank
Texas
$810K -$50.5K -1,026 -6%
EIM
1961
Essex Investment Management
Massachusetts
$809K +$769K +15,639 New
UAML
1962
US Asset Management LLC
Pennsylvania
$808K -$29.6K -601 -4%
WA
1963
Wealth Architects
California
$806K +$6.74K +137 +0.9%
MFWP
1964
Mosaic Family Wealth Partners
Missouri
$806K -$541 -11 -0.1%
MF
1965
Meridian Financial
Massachusetts
$802K +$49 +1 +0%
ECU
1966
Eisler Capital (US)
New York
$802K +$762K +15,498 New
IIC
1967
Integrated Investment Consultants
Michigan
$802K -$66.5K -1,352 -8%
PCP
1968
Proficio Capital Partners
Massachusetts
$802K -$158K -3,222 -17%
OWA
1969
Opal Wealth Advisors
New York
$799K +$387K +7,858 +104%
OW
1970
Olistico Wealth
Oklahoma
$797K -$252K -5,130 -25%
BA
1971
Bristlecone Advisors
Washington
$796K +$19.3K +392 +3%
CAM
1972
Campion Asset Management
Virginia
$793K +$8.61K +175 +1%
RA
1973
Rational Advisors
New York
$792K +$733K +14,895 +3,563%
PH
1974
Pinnacle Holdings
Oklahoma
$792K +$23.4K +475 +3%
GWANC
1975
Guardian Wealth Advisors (North Carolina)
North Carolina
$791K +$51.7K +1,051 +7%
77 78
79
80 81