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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1926
SRH Advisors
Kansas
$162K – – –
GFA
1927
Gladwyn Financial Advisors
Virginia
$162K – – –
BHWM
1928
Beaird Harris Wealth Management
Texas
$159K – – –
MHR
1929
Matthew Hamilton Rosenberg
$159K +$26.8K +177 +22%
APW
1930
Acima Private Wealth
Virginia
$158K – – –
SOW
1931
State of Wyoming
Wyoming
$153K -$479K -3,157 -77%
ABWM
1932
Alpine Bank Wealth Management
Colorado
$149K +$139K +920 New
KFGG
1933
Keystone Financial Group (Georgia)
Georgia
$148K +$606 +4 +0.4%
RF
1934
Rossby Financial
Florida
$147K -$64.9K -428 -32%
RF
1935
Robinswood Financial
Washington
$146K -$9.25K -61 -6%
ITIM
1936
Indiana Trust & Investment Management
Indiana
$146K – – –
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$144K – – –
AFC
1938
Ares Financial Consulting
California
$142K – – –
AF
1939
Aviso Financial
Ontario, Canada
$142K +$133K +875 New
VNA
1940
Valley National Advisers
Pennsylvania
$141K -$1.52K -10 -1%
SWM
1941
SHP Wealth Management
Massachusetts
$138K +$31.8K +210 +33%
CF
1942
Conquis Financial
California
$137K – – –
GFA
1943
Godfrey Financial Associates
New York
$136K -$1.06K -7 -0.8%
CWP
1944
Concord Wealth Partners
Virginia
$136K +$127K +839 New
TWM
1945
Tripletail Wealth Management
Florida
$136K -$14.1K -93 -10%
AW
1946
Ankerstar Wealth
Texas
$131K +$8.94K +59 +8%
CWM
1947
Consultiva Wealth Management
Puerto Rico
$130K – – –
DAM
1948
Davis Asset Management
California
$130K – – –
ETS
1949
ESL Trust Services
New York
$130K – – –
ZC
1950
Zeit Capital
Colorado
$130K +$30.3K +200 +33%
76 77
78
79 80