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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1951
Centennial Bank
Arkansas
$4.61K -$31.1K -1,500 -88%
DFA
1952
DHJJ Financial Advisors
Illinois
$4.59K – – –
MSWA
1953
Marshall & Sterling Wealth Advisors
New York
$4.55K -$5.14K -248 -55%
OW
1954
Olistico Wealth
Oklahoma
$4.48K -$6.22K -300 -60%
KHC
1955
Koesten Hirschmann & Crabtree
Kansas
$4.48K – – –
WW
1956
Winnow Wealth
Texas
$4.48K +$1.55K +75 +60%
AAG
1957
Accordant Advisory Group
Maryland
$4.48K +$4.14K +200 New
CWIG
1958
Chung Wu Investment Group
Texas
$4.48K +$4.14K +200 New
TCA
1959
Trifecta Capital Advisors
Illinois
$4.44K +$2.11K +102 +106%
T
1960
Transce3nd
Texas
$4.43K – – –
PWA
1961
Principia Wealth Advisory
Texas
$4.35K +$622 +30 +18%
PWM
1962
Proathlete Wealth Management
Florida
$4.21K +$705 +34 +22%
LIA
1963
Luken Investment Analytics
Tennessee
$4.19K – – –
NWM
1964
Navigoe Wealth Management
California
$4K – – –
RAM
1965
Riggs Asset Management
Pennsylvania
$3.96K -$622 -30 -14%
WFG
1966
Wormser Freres Gestion
France
$3.92K – – –
BCPWM
1967
Bradley & Co Private Wealth Management
Florida
$3.7K – – –
SHIM
1968
Stone House Investment Management
Pennsylvania
$3.7K +$3.42K +165 New
SHM
1969
Sagard Holdings Management
Ontario, Canada
$3.47K +$3.21K +155 New
BI
1970
Binnacle Investments
Iowa
$3.43K +$435 +21 +16%
RWA
1971
Redmont Wealth Advisors
Illinois
$3.31K – – –
DFC
1972
DB Fitzpatrick & Co
Idaho
$3.29K – – –
VWA
1973
Valued Wealth Advisors
Utah
$3.18K +$2.18K +105 +284%
CT
1974
Coastline Trust
Rhode Island
$2.8K – – –
USB
1975
Union Savings Bank
Connecticut
$2.75K – – –