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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1951
Cromwell Holdings
Wyoming
$1.24M
CG
1952
Corundum Group
Colorado
$1.24M +$442K +840 +51%
MBWA
1953
Marin Bay Wealth Advisors
California
$1.24M +$878K +1,667 +60%
PWAM
1954
Private Wealth Asset Management
Iowa
$1.24M -$41.1K -78 -3%
WCM
1955
Wallace Capital Management
Texas
$1.24M
RFS
1956
Richardson Financial Services
Massachusetts
$1.24M +$19.5K +37 +2%
PIA
1957
Perennial Investment Advisors
California
$1.24M +$32.7K +62 +3%
LAI
1958
Legal Advantage Investments
California
$1.23M
C1AG
1959
Client 1st Advisory Group
Florida
$1.23M -$23.2K -44 -2%
EC
1960
Enhancing Capital
Pennsylvania
$1.23M +$132K +250 +11%
MAWCM
1961
Mine & Arao Wealth Creation & Management
California
$1.23M -$8.95K -17 -0.7%
EWM
1962
EPG Wealth Management
Georgia
$1.23M -$22.6K -43 -2%
AMPWP
1963
Alvarez & Marsal Private Wealth Partners
Florida
$1.23M +$449K +853 +53%
XWL
1964
XXI Wealth LLC
Illinois
$1.23M -$125K -237 -9%
GWA
1965
Gratus Wealth Advisors
Virginia
$1.23M -$39K -74 -3%
SI
1966
Seeds Investor
New York
$1.23M -$67.9K -129 -5%
SOAMC
1967
Spirit of America Management Corp
New York
$1.22M
FFO
1968
Fiduciary Family Office
Florida
$1.22M +$334K +635 +35%
LCWP
1969
Legacy Capital Wealth Partners
Arkansas
$1.22M +$53.7K +102 +4%
LWIC
1970
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.22M
BW
1971
Blalock Williams
Alabama
$1.22M +$99.5K +189 +8%
CCP
1972
Cassia Capital Partners
North Carolina
$1.22M +$59.5K +113 +5%
ITIM
1973
Indiana Trust & Investment Management
Indiana
$1.21M +$5.27K +10 +0.4%
QWM
1974
Quadcap Wealth Management
Texas
$1.2M -$16.3K -31 -1%
WCM
1975
Whitener Capital Management
North Carolina
$1.2M +$5.27K +10 +0.4%