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Name Holding Trade Value Shares
Change
Change in
Stake
NPP
1926
New Potomac Partners
Maryland
$54.7K +$49K +400 New
ACA
1927
American Capital Advisory
Idaho
$54.4K
CIA
1928
Cape Investment Advisory
Georgia
$54.2K
AIC
1929
Archer Investment Corporation
Indiana
$54.1K -$269K -2,198 -85%
RA
1930
Rise Advisors
New York
$52.9K +$245 +2 +0.5%
MSE
1931
MUFG Securities EMEA
United Kingdom
$51.9K -$185K -1,512 -80%
BFP
1932
Briaud Financial Planning
Texas
$51K
GWSA
1933
Global Wealth Strategies & Associates
Colorado
$51K +$45.7K +373 New
WPWM
1934
Western Pacific Wealth Management
Illinois
$50.6K +$45.3K +370 New
VWM
1935
Venturi Wealth Management
Texas
$50.5K +$734 +6 +2%
TIM
1936
Tortoise Investment Management
New York
$48.9K
BBPWM
1937
Blue Bell Private Wealth Management
Pennsylvania
$48.4K +$3.43K +28 +9%
VWA
1938
Valued Wealth Advisors
Utah
$48K
MS
1939
Mizuho Securities
Japan
$47.8K -$49K -400 -53%
MWM
1940
Mascoma Wealth Management
New Hampshire
$46.6K
CHA
1941
Carmichael Hill & Associates
Maryland
$45.5K
KHC
1942
Koesten Hirschmann & Crabtree
Kansas
$45.1K
T
1943
Tidemark
California
$44.9K +$612 +5 +2%
CCMI
1944
Creative Capital Management Investments
California
$44.8K +$21.8K +178 +119%
PPA
1945
Painted Porch Advisors
California
$44.4K -$21.4K -175 -35%
DF
1946
Dunhill Financial
United Kingdom
$44.4K +$7.34K +60 +23%
PSB
1947
Piscataqua Savings Bank
New Hampshire
$44.3K
TWD
1948
True Wealth Design
Ohio
$42.1K +$36.2K +296 +2,467%
TCM
1949
Tradewinds Capital Management
Washington
$41.8K
FUBT
1950
First United Bank & Trust
Maryland
$41.7K