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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1926
Cedar Mountain Advisors
Oregon
$55.2K – – –
AFG
1927
Albion Financial Group
Utah
$54.7K – – –
SC
1928
Steph & Co
Wisconsin
$54.7K – – –
NPP
1929
New Potomac Partners
Maryland
$54.7K +$49K +400 New
ACA
1930
American Capital Advisory
Idaho
$54.4K – – –
CIA
1931
Cape Investment Advisory
Georgia
$54.2K – – –
AIC
1932
Archer Investment Corporation
Indiana
$54.1K -$269K -2,198 -85%
RA
1933
Rise Advisors
New York
$52.9K +$245 +2 +0.5%
MSE
1934
MUFG Securities EMEA
United Kingdom
$51.9K -$185K -1,512 -80%
BFP
1935
Briaud Financial Planning
Texas
$51K – – –
GWSA
1936
Global Wealth Strategies & Associates
Colorado
$51K +$45.7K +373 New
WPWM
1937
Western Pacific Wealth Management
Illinois
$50.6K +$45.3K +370 New
VWM
1938
Venturi Wealth Management
Texas
$50.5K +$734 +6 +2%
TIM
1939
Tortoise Investment Management
New York
$48.9K – – –
BBPWM
1940
Blue Bell Private Wealth Management
Pennsylvania
$48.4K +$3.43K +28 +9%
VWA
1941
Valued Wealth Advisors
Utah
$48K – – –
MS
1942
Mizuho Securities
Japan
$47.8K -$49K -400 -53%
MWM
1943
Mascoma Wealth Management
New Hampshire
$46.6K – – –
CHA
1944
Carmichael Hill & Associates
Maryland
$45.5K – – –
KHC
1945
Koesten Hirschmann & Crabtree
Kansas
$45.1K – – –
T
1946
Tidemark
California
$44.9K +$612 +5 +2%
CCMI
1947
Creative Capital Management Investments
California
$44.8K +$21.8K +178 +119%
PPA
1948
Painted Porch Advisors
California
$44.4K -$21.4K -175 -35%
DF
1949
Dunhill Financial
United Kingdom
$44.4K +$7.34K +60 +23%
PSB
1950
Piscataqua Savings Bank
New Hampshire
$44.3K – – –