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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
1926
First Community Trust
Iowa
$57.4K – – –
TWD
1927
True Wealth Design
Ohio
$54.5K -$1.46K -10 -3%
TC
1928
Trust Company
Kansas
$53.1K +$13.2K +90 +33%
CTA
1929
Colonial Trust Advisors
South Carolina
$51.6K – – –
TCM
1930
Triumph Capital Management
Colorado
$51.5K +$8.78K +60 +21%
BHWM
1931
Beaird Harris Wealth Management
Texas
$50.1K – – –
HHCP
1932
Hilton Head Capital Partners
South Carolina
$50.1K – – –
AW
1933
Avion Wealth
Texas
$50K +$4.39K +30 +10%
CCC
1934
Chelsea Counsel Company
California
$48.6K – – –
DPW
1935
DiNuzzo Private Wealth
Pennsylvania
$48.6K – – –
PP
1936
Paladin Partners
Wisconsin
$48.6K – – –
TC
1937
Tacita Capital
Ontario, Canada
$48.6K – – –
IWM
1938
IMG Wealth Management
Florida
$48.6K +$20.5K +140 +74%
DJSG
1939
D.J. St. Germain
Massachusetts
$47.1K -$227K -1,550 -83%
PJC
1940
Phillip James Consulting
Minnesota
$47K +$1.46K +10 +3%
LFASL
1941
Lugano Financial Advisors SA (LFA)
Switzerland
$45.6K – – –
MCA
1942
Midwest Capital Advisors
Michigan
$45.6K – – –
WA
1943
Whipplewood Advisors
Colorado
$45.6K +$45.4K +310 New
CA
1944
Crewe Advisors
Utah
$44.2K +$1.46K +10 +3%
CMA
1945
Cedar Mountain Advisors
Oregon
$44.2K -$2.93K -20 -6%
AT
1946
Arlington Trust
Alabama
$44.2K +$32.2K +220 +275%
OA
1947
Operose Advisors
Wisconsin
$44.2K +$43.9K +300 New
HC
1948
Hurley Capital
New York
$43.3K – – –
SR
1949
Syntax Research
Florida
$42.7K – – –
DWM
1950
Dogwood Wealth Management
Kansas
$42.7K +$21.9K +150 +107%