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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2051
Dynasty Wealth Management
Florida
$674K -$139K -445 -20%
HCWM
2052
Hidden Cove Wealth Management
Washington
$673K +$53.2K +170 +10%
WIM
2053
Wiregrass Investment Management
Georgia
$672K -$1.15M -3,681 -67%
NJIM
2054
Nabity-Jensen Investment Management
Nebraska
$672K +$157K +500 +38%
DW30
2055
Drucker Wealth 3.0
New Jersey
$672K -$4.07K -13 -0.7%
JFGLC
2056
Johnson Financial Group LLC (Colorado)
Colorado
$670K +$196K +626 +54%
KCPG
2057
Kavar Capital Partners Group
Kansas
$670K +$75.8K +242 +16%
BFC
2058
Bedel Financial Consulting
Indiana
$670K +$61.7K +197 +12%
NRG
2059
Nemes Rush Group
Michigan
$668K +$1.25K +4 +0.2%
WAG
2060
Winthrop Advisory Group
Massachusetts
$667K +$5.01K +16 +0.9%
CIA
2061
Cape Investment Advisory
Georgia
$667K +$18.8K +60 +3%
CCA
2062
Coign Capital Advisors
Utah
$666K +$558K +1,782 New
NGA
2063
Naples Global Advisors
Florida
$666K -$1.56K -5 -0.3%
KWM
2064
Keebeck Wealth Management
Illinois
$664K -$67.9K -217 -11%
RIG
2065
Renaissance Investment Group
Massachusetts
$664K +$183K +583 +49%
AWA
2066
Archvest Wealth Advisors
California
$662K -$7.83K -25 -1%
WCM
2067
Winebrenner Capital Management
Kentucky
$662K -$67K -214 -11%
WA
2068
WBH Advisory
Maryland
$662K – – –
LWM
2069
Lyell Wealth Management
California
$661K +$63.9K +204 +13%
EP
2070
Essential Partners
California
$660K -$2.95M -9,432 -84%
WCM
2071
WealthBridge Capital Management
Ohio
$660K +$84.8K +271 +18%
ETS
2072
ESL Trust Services
New York
$659K – – –
BF
2073
Brucke Financial
Indiana
$659K +$43.5K +139 +9%
CWP
2074
Capital Wealth Planning
Florida
$658K -$25.7K -82 -4%
ACM
2075
Advance Capital Management
Michigan
$658K -$19.7K -63 -3%
81 82
83
84 85