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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1951
Marshall & Sterling Wealth Advisors
New York
$4.55K -$5.14K -248 -55%
OW
1952
Olistico Wealth
Oklahoma
$4.48K -$6.22K -300 -60%
KHC
1953
Koesten Hirschmann & Crabtree
Kansas
$4.48K – – –
WW
1954
Winnow Wealth
Texas
$4.48K +$1.55K +75 +60%
AAG
1955
Accordant Advisory Group
Maryland
$4.48K +$4.14K +200 New
CWIG
1956
Chung Wu Investment Group
Texas
$4.48K +$4.14K +200 New
TCA
1957
Trifecta Capital Advisors
Illinois
$4.44K +$2.11K +102 +106%
T
1958
Transce3nd
Texas
$4.43K – – –
PWA
1959
Principia Wealth Advisory
Texas
$4.35K +$622 +30 +18%
PWM
1960
Proathlete Wealth Management
Florida
$4.21K +$705 +34 +22%
LIA
1961
Luken Investment Analytics
Tennessee
$4.19K – – –
NWM
1962
Navigoe Wealth Management
California
$4K – – –
RAM
1963
Riggs Asset Management
Pennsylvania
$3.96K -$622 -30 -14%
WFG
1964
Wormser Freres Gestion
France
$3.92K – – –
BCPWM
1965
Bradley & Co Private Wealth Management
Florida
$3.7K – – –
SHIM
1966
Stone House Investment Management
Pennsylvania
$3.7K +$3.42K +165 New
SHM
1967
Sagard Holdings Management
Ontario, Canada
$3.47K +$3.21K +155 New
BI
1968
Binnacle Investments
Iowa
$3.43K +$435 +21 +16%
RWA
1969
Redmont Wealth Advisors
Illinois
$3.31K – – –
DFC
1970
DB Fitzpatrick & Co
Idaho
$3.29K – – –
VWA
1971
Valued Wealth Advisors
Utah
$3.18K +$2.18K +105 +284%
CT
1972
Coastline Trust
Rhode Island
$2.8K – – –
USB
1973
Union Savings Bank
Connecticut
$2.75K – – –
KIG
1974
Kessler Investment Group
Indiana
$2.73K – – –
CFP
1975
Comprehensive Financial Planning
Pennsylvania
$2.66K +$21 +1 +0.8%
77 78
79
80 81