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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1926
Sunbelt Securities
Texas
$188K +$7.66K +65 +5%
TFIPS
1927
Towarzystwo Funduszy Inwestycyjnych PZU SA
$183K +$47.3K +401 +44%
CA
1928
Centerpoint Advisors
Massachusetts
$182K -$19.2K -163 -11%
CFD
1929
Creative Financial Designs
Indiana
$180K – – –
GIA
1930
GHP Investment Advisors
Colorado
$178K -$9.78K -83 -6%
AWM
1931
Avondale Wealth Management
Texas
$176K -$36.9K -313 -20%
SC
1932
SouthState Corp
Florida
$170K +$32.9K +279 +30%
RTC
1933
Riverview Trust Company
Washington
$168K +$141K +1,197 New
S
1934
Sachetta
Massachusetts
$167K – – –
APC
1935
Aspire Private Capital
North Carolina
$165K -$2.59K -22 -2%
SWM
1936
Sanctuary Wealth Management
Idaho
$165K -$16.7K -142 -11%
AWM
1937
Abound Wealth Management
Tennessee
$164K -$8.37K -71 -6%
WPA
1938
West Paces Advisors
Georgia
$162K – – –
BWM
1939
Bullock Wealth Management
Indiana
$162K +$136K +1,155 New
B
1940
Birchbrook
Maine
$161K – – –
CWP
1941
Concord Wealth Partners
Virginia
$158K – – –
USB
1942
Union Savings Bank
Connecticut
$157K – – –
OIA
1943
Optimum Investment Advisors
Illinois
$149K – – –
MSFP
1944
Mark Sheptoff Financial Planning
Connecticut
$149K +$44.3K +376 +55%
CT
1945
Clearstead Trust
Maine
$148K -$12.1K -103 -9%
MHR
1946
Matthew Hamilton Rosenberg
$148K -$4.48K -38 -3%
CSWM
1947
Cassady Schiller Wealth Management
Ohio
$147K -$7.54K -64 -6%
IHWM
1948
Iron Horse Wealth Management
Iowa
$144K -$6.36K -54 -5%
RA
1949
Rise Advisors
New York
$143K +$81.2K +689 +206%
ADL
1950
Asset Dedication LLC
California
$143K – – –