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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1926
Elevation Wealth Partners
California
$18.5K +$1.39K +4 +8%
AW
1927
Avion Wealth
Texas
$18K +$1.39K +4 +8%
GCM
1928
Gables Capital Management
Florida
$17.8K – – –
KFP
1929
Kerr Financial Planning
California
$17.6K -$694 -2 -4%
DWM
1930
Dogwood Wealth Management
Kansas
$17.1K +$11.8K +34 +243%
NWM
1931
Navigoe Wealth Management
California
$17K – – –
BP
1932
BNP Paribas
France
$16.7K -$180K -518 -92%
PGAM
1933
Princeton Global Asset Management
New Jersey
$16.4K – – –
BONH
1934
Bank of New Hampshire
New Hampshire
$16.4K +$3.82K +11 +31%
CWM
1935
Cranbrook Wealth Management
Michigan
$16.2K +$347 +1 +2%
WWM
1936
Wolff Wiese Magana
California
$16K – – –
EIM
1937
Essex Investment Management
Massachusetts
$16K – – –
PP
1938
Pacifica Partners
Canada
$16K – – –
VWA
1939
Valued Wealth Advisors
Utah
$15.8K +$3.47K +10 +29%
QPBE
1940
Quintet Private Bank (Europe)
Luxembourg
$15.7K +$15.3K +44 New
MAM
1941
Marquette Asset Management
Minnesota
$15.3K – – –
SWP
1942
Strategic Wealth Partners
Ohio
$15.2K +$694 +2 +5%
WAG
1943
Wiser Advisor Group
Arizona
$15.1K – – –
AG
1944
AmeriFlex Group
Nevada
$14.6K – – –
CWM
1945
Consultiva Wealth Management
Puerto Rico
$14.6K – – –
BC
1946
Broadwater Capital
Massachusetts
$14.4K – – –
LIA
1947
Luken Investment Analytics
Tennessee
$14.2K -$7.64K -22 -35%
ME
1948
McIlrath & Eck
Washington
$14.2K -$6.25K -18 -31%
SWA
1949
SOA Wealth Advisors
New York
$14.2K – – –
HFM
1950
Harvest Fund Management
China
$14K +$7.29K +21 +124%