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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1951
First Pacific Financial
Washington
$25.6K -$900 -2 -4%
AW
1952
Avion Wealth
Texas
$25K – – –
T
1953
Transce3nd
Texas
$24.7K -$158K -350 -87%
First Eagle Investment Management
1954
First Eagle Investment Management
New York
$24.7K – – –
NC
1955
North Capital
Utah
$24.7K +$23.9K +53 New
TFA
1956
Toth Financial Advisory
Virginia
$24.2K +$15.8K +35 +206%
CIAS
1957
CBIZ Investment Advisory Services
Ohio
$24.2K +$23.4K +52 New
HWP
1958
Highline Wealth Partners
California
$23.3K +$10.8K +24 +92%
IWP
1959
IAG Wealth Partners
Wisconsin
$23.3K – – –
CFS
1960
CGC Financial Services
Oregon
$23.1K – – –
SC
1961
Solstein Capital
California
$22.4K – – –
WTA
1962
Washington Trust Advisors
Massachusetts
$22.4K – – –
PP
1963
PrairieView Partners
Minnesota
$22K – – –
PWA
1964
Provenance Wealth Advisors
Florida
$21.9K – – –
PCM
1965
Perritt Capital Management
Illinois
$21.8K -$1.35K -3 -6%
CWM
1966
Cranbrook Wealth Management
Michigan
$21.4K – – –
WAG
1967
Wiser Advisor Group
Arizona
$20.3K -$1.8K -4 -8%
GEA
1968
Glen Eagle Advisors
New Jersey
$19.9K – – –
SFCL
1969
Strengthening Families & Communities LLC
Massachusetts
$19.8K -$36.9K -82 -66%
MEG
1970
Millstone Evans Group
Colorado
$19.6K -$2.7K -6 -13%
CWM
1971
Compass Wealth Management
Connecticut
$19.6K – – –
AFG
1972
Albion Financial Group
Utah
$19.1K – – –
WWM
1973
Wolff Wiese Magana
California
$19.1K +$13.5K +30 +273%
SCA
1974
Stuart Chaussee & Associates
California
$19.1K – – –
IRC
1975
Investors Research Corp
Georgia
$19.1K +$11.7K +26 +173%