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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1926
Aire Advisors
California
$493K +$740 +7 +0.1%
BWG
1927
Beta Wealth Group
California
$492K +$31.9K +302 +6%
AFW
1928
Avantra Family Wealth
Pennsylvania
$492K +$322K +3,047 +148%
AWM
1929
Arista Wealth Management
Nevada
$491K +$539K +5,096 New
FCT
1930
First Community Trust
Iowa
$491K – – –
LF
1931
Lantz Financial
Illinois
$490K +$137K +1,293 +34%
GCA
1932
Greenwood Capital Associates
South Carolina
$489K -$4.71M -44,564 -90%
KCFA
1933
Key Client Fiduciary Advisors
New Jersey
$489K -$86.1K -815 -14%
GWANC
1934
Guardian Wealth Advisors (North Carolina)
North Carolina
$488K -$9.72K -92 -2%
CWA
1935
Clarity Wealth Advisors
California
$488K -$61.1K -578 -10%
AWM
1936
Ameliora Wealth Management
Switzerland
$488K – – –
OPW
1937
Oxler Private Wealth
New York
$488K -$87K -823 -14%
NPFS
1938
Novak & Powell Financial Services
Florida
$487K +$2.11K +20 +0.4%
MLFP
1939
MPS Loria Financial Planners
Illinois
$486K -$49.6K -469 -9%
NFG
1940
Nadler Financial Group
Illinois
$486K -$8.24K -78 -2%
BCM
1941
Birmingham Capital Management
Alabama
$485K – – –
KFAS
1942
Keating Financial Advisory Services
Kansas
$484K -$1.12M -10,608 -68%
JC
1943
JM2 Capital
Oklahoma
$484K -$13.6K -129 -3%
CWMK
1944
Caliber Wealth Management (Kansas)
Kansas
$483K -$29K -274 -5%
SEEDPG
1945
S.E.E.D. Planning Group
New York
$483K -$1.06K -10 -0.2%
TCM
1946
TT Capital Management
California
$482K -$10.3K -97 -2%
GCS
1947
Gordian Capital (Singapore)
Singapore
$482K – – –
OGC
1948
One68 Global Capital
New York
$482K +$528K +5,000 New
RWM
1949
RKL Wealth Management
Pennsylvania
$482K +$8.56K +81 +2%
KCP
1950
Kera Capital Partners
California
$481K +$21.9K +207 +4%
76 77
78
79 80