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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1951
Abacus Wealth Partners
California
$1.24M -$75.3K -143 -5%
CH
1952
Cromwell Holdings
Wyoming
$1.24M – – –
CG
1953
Corundum Group
Colorado
$1.24M +$442K +840 +51%
MBWA
1954
Marin Bay Wealth Advisors
California
$1.24M +$878K +1,667 +60%
PWAM
1955
Private Wealth Asset Management
Iowa
$1.24M -$41.1K -78 -3%
WCM
1956
Wallace Capital Management
Texas
$1.24M – – –
RFS
1957
Richardson Financial Services
Massachusetts
$1.24M +$19.5K +37 +2%
PIA
1958
Perennial Investment Advisors
California
$1.24M +$32.7K +62 +3%
LAI
1959
Legal Advantage Investments
California
$1.23M – – –
C1AG
1960
Client 1st Advisory Group
Florida
$1.23M -$23.2K -44 -2%
EC
1961
Enhancing Capital
Pennsylvania
$1.23M +$132K +250 +11%
MAWCM
1962
Mine & Arao Wealth Creation & Management
California
$1.23M -$8.95K -17 -0.7%
EWM
1963
EPG Wealth Management
Georgia
$1.23M -$22.6K -43 -2%
AMPWP
1964
Alvarez & Marsal Private Wealth Partners
Florida
$1.23M +$449K +853 +53%
XWL
1965
XXI Wealth LLC
Illinois
$1.23M -$125K -237 -9%
GWA
1966
Gratus Wealth Advisors
Virginia
$1.23M -$39K -74 -3%
SI
1967
Seeds Investor
New York
$1.23M -$67.9K -129 -5%
SOAMC
1968
Spirit of America Management Corp
New York
$1.22M – – –
FFO
1969
Fiduciary Family Office
Florida
$1.22M +$334K +635 +35%
LCWP
1970
Legacy Capital Wealth Partners
Arkansas
$1.22M +$53.7K +102 +4%
LWIC
1971
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.22M – – –
BW
1972
Blalock Williams
Alabama
$1.22M +$99.5K +189 +8%
CCP
1973
Cassia Capital Partners
North Carolina
$1.22M +$59.5K +113 +5%
ITIM
1974
Indiana Trust & Investment Management
Indiana
$1.21M +$5.27K +10 +0.4%
QWM
1975
Quadcap Wealth Management
Texas
$1.2M -$16.3K -31 -1%
77 78
79
80 81