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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1951
Proathlete Wealth Management
Florida
$751K -$274 -4 -0%
OW
1952
Olistico Wealth
Oklahoma
$750K +$1.99K +29 +0.3%
ABWM
1953
Alpine Bank Wealth Management
Colorado
$750K +$714K +10,431 New
HFM
1954
Harvest Fund Management
China
$748K +$320K +4,669 +81%
AC
1955
Apella Capital
Connecticut
$748K +$10K +146 +1%
EFSCE
1956
Enterprise Financial Services Corp (EFSC)
Missouri
$747K +$80.9K +1,182 +13%
RWA
1957
River Wealth Advisors
Pennsylvania
$746K +$38.9K +568 +6%
WB
1958
Webster Bank
Connecticut
$745K -$91.1K -1,331 -11%
CIM
1959
CIM Investment Management
Pennsylvania
$744K -$27.1K -396 -4%
SS
1960
Sunbelt Securities
Texas
$742K +$13.8K +202 +2%
ACM
1961
Argent Capital Management
Missouri
$741K – – –
WFG
1962
Wills Financial Group
Virginia
$739K +$959 +14 +0.1%
KF
1963
Krilogy Financial
Missouri
$738K +$704K +10,274 New
IC
1964
Iconiq Capital
California
$738K +$703K +10,273 New
OWM
1965
OneAscent Wealth Management
Alabama
$738K +$699K +10,204 New
DWM
1966
Drive Wealth Management
Utah
$737K +$25.1K +367 +4%
CWP
1967
Capital Wealth Planning
Florida
$737K +$8.35K +122 +1%
NRG
1968
Nemes Rush Group
Michigan
$735K +$55.1K +805 +7%
CCM
1969
Cullen Capital Management
New York
$734K – – –
V
1970
ViaWealth
Kansas
$734K +$342 +5 +0%
OL
1971
OneFund LLC
Florida
$732K +$205 +3 +0%
MAM
1972
Mystic Asset Management
Rhode Island
$729K +$170K +2,486 +32%
GDP
1973
Great Diamond Partners
Maine
$729K -$127K -1,854 -15%
KWMG
1974
King Wealth Management Group
Florida
$728K -$12.7K -186 -2%
MYIA
1975
Mount Yale Investment Advisors
Colorado
$727K -$24K -350 -3%
77 78
79
80 81