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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Austin Wealth Management
Texas
$207K -$39.2K -83 -17%
IA
1952
Insight Advisors
Pennsylvania
$207K +$197K +417 New
FSBI
1953
Fearless Solutions (Best Invest)
Texas
$207K +$197K +417 New
EWM
1954
Elevation Wealth Management
Minnesota
$207K +$197K +417 New
WRPWM
1955
Werba Rubin Papier Wealth Management
California
$205K +$195K +413 New
MCM
1956
Monument Capital Management
Virginia
$205K +$195K +413 New
PSP
1957
Principal Street Partners
Tennessee
$204K +$194K +412 New
PPA
1958
Pacific Point Advisors
California
$204K +$194K +411 New
MCM
1959
Maple Capital Management
Vermont
$204K +$194K +411 New
PFW
1960
Petros Family Wealth
Minnesota
$203K -$129K -273 -40%
DCM
1961
Donaldson Capital Management
Indiana
$203K +$193K +410 New
MB
1962
MidFirst Bank
Oklahoma
$203K -$9.91K -21 -5%
NWM
1963
Northwest Wealth Management
Iowa
$203K +$193K +409 New
WPA
1964
Wealth Preservation Advisors
Tennessee
$202K +$35.4K +75 +23%
MWP
1965
Madison Wealth Partners
Wisconsin
$202K +$193K +408 New
GPW
1966
Genesis Private Wealth
Virginia
$202K +$192K +407 New
PWP
1967
Ponta Wealth Partners
Florida
$201K +$192K +406 New
SOW
1968
State of Wyoming
Wyoming
$201K -$255K -540 -57%
FGWP
1969
Founders Grove Wealth Partners
Virginia
$201K +$191K +405 New
IP
1970
Intellectus Partners
California
$200K +$191K +404 New
RC
1971
Rexford Capital
Texas
$200K +$67K +142 +54%
ITFISA
1972
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$198K -$189K -400 -50%
GWM
1973
Geneos Wealth Management
Colorado
$198K -$7.55K -16 -4%
TPWA
1974
Twin Peaks Wealth Advisors
California
$198K +$189K +400 New
TFM
1975
TFC Financial Management
Massachusetts
$188K -$27.4K -58 -13%
77 78
79
80 81