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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1926
Avion Wealth
Texas
$50K +$4.39K +30 +10%
CCC
1927
Chelsea Counsel Company
California
$48.6K
DPW
1928
DiNuzzo Private Wealth
Pennsylvania
$48.6K
PP
1929
Paladin Partners
Wisconsin
$48.6K
TC
1930
Tacita Capital
Ontario, Canada
$48.6K
IWM
1931
IMG Wealth Management
Florida
$48.6K +$20.5K +140 +74%
DJSG
1932
D.J. St. Germain
Massachusetts
$47.1K -$227K -1,550 -83%
PJC
1933
Phillip James Consulting
Minnesota
$47K +$1.46K +10 +3%
LFASL
1934
Lugano Financial Advisors SA (LFA)
Switzerland
$45.6K
MCA
1935
Midwest Capital Advisors
Michigan
$45.6K
WA
1936
Whipplewood Advisors
Colorado
$45.6K +$45.4K +310 New
CA
1937
Crewe Advisors
Utah
$44.2K +$1.46K +10 +3%
CMA
1938
Cedar Mountain Advisors
Oregon
$44.2K -$2.93K -20 -6%
AT
1939
Arlington Trust
Alabama
$44.2K +$32.2K +220 +275%
OA
1940
Operose Advisors
Wisconsin
$44.2K +$43.9K +300 New
HC
1941
Hurley Capital
New York
$43.3K
SR
1942
Syntax Research
Florida
$42.7K
DWM
1943
Dogwood Wealth Management
Kansas
$42.7K +$21.9K +150 +107%
VWA
1944
Valued Wealth Advisors
Utah
$41.3K +$8.78K +60 +27%
PP
1945
PFS Partners
New Jersey
$39.2K
CJ
1946
Caitlin John
Michigan
$39.1K -$2.93K -20 -7%
LHEI
1947
Leo H. Evart Inc
California
$38.9K +$38K +260 New
BGAI
1948
Bruce G. Allen Investments
Colorado
$38.3K -$11.7K -80 -24%
CCMI
1949
Creative Capital Management Investments
California
$38.3K
BLC
1950
Brown, Lisle/Cummings
Rhode Island
$38.3K +$26.3K +180 +225%