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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1951
1620 Investment Advisors
Massachusetts
$493K +$3.21K +79 +0.8%
SSWM
1952
Strait & Sound Wealth Management
California
$492K -$22.5K -554 -5%
CHJWM
1953
Carlton Hofferkamp & Jenks Wealth Management
Texas
$492K -$85K -2,092 -17%
AGWCA
1954
Annis Gardner Whiting Capital Advisors
Florida
$491K +$2.27K +56 +0.6%
EWM
1955
Evermay Wealth Management
Virginia
$491K -$1.58K -39 -0.4%
MFWP
1956
Mosaic Family Wealth Partners
Missouri
$488K +$162 +4 +0%
CWA
1957
CM Wealth Advisors
Ohio
$488K – – –
CP
1958
Canopy Partners
Ohio
$488K +$394K +9,708 New
IWN
1959
Independent Wealth Network
Iowa
$488K +$17.6K +433 +5%
GFPC
1960
Global Financial Private Client
Florida
$487K +$16.2K +400 +4%
AFG
1961
Allegheny Financial Group
Pennsylvania
$486K -$24.5K -602 -6%
OFG
1962
Oxford Financial Group
Indiana
$484K -$7.51K -185 -2%
LAM
1963
LifePro Asset Management
California
$484K -$6.87K -169 -2%
SCP
1964
Sivia Capital Partners
California
$482K +$390K +9,592 New
KLWA
1965
Kelly Lawrence W & Associates
California
$482K – – –
SL
1966
Salomon & Ludwin
Virginia
$481K – – –
DWM
1967
Dogwood Wealth Management
Kansas
$480K +$388K +9,549 New
AIM
1968
Avity Investment Management
Connecticut
$479K +$64K +1,576 +20%
EA
1969
Everpar Advisors
Oklahoma
$479K +$387K +9,523 New
EAM
1970
Evanson Asset Management
California
$478K -$16.1K -396 -4%
GWANC
1971
Guardian Wealth Advisors (North Carolina)
North Carolina
$478K -$9.42K -232 -2%
SFG
1972
Sovereign Financial Group
Connecticut
$478K +$16.7K +410 +5%
CWS
1973
Cypress Wealth Services
California
$476K -$18.6K -457 -5%
SFG
1974
Sunburst Financial Group
Alabama
$476K -$14K -344 -4%
TCM
1975
Traynor Capital Management
Pennsylvania
$476K -$19K -468 -5%
77 78
79
80 81