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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1926
Field & Main Bank
Kentucky
$64.5K – – –
CWA
1927
Carolina Wealth Advisors
South Carolina
$64.3K – – –
WTFG
1928
Wood Tarver Financial Group
Idaho
$64K +$66K +503 New
ME
1929
McIlrath & Eck
Washington
$63.4K -$3.02K -23 -4%
SPF
1930
South Plains Financial
Texas
$62.6K +$63.6K +485 New
FDW
1931
Fourth Dimension Wealth
Ohio
$62.4K +$63.5K +484 New
CA
1932
Centerpoint Advisors
Massachusetts
$61K -$39.1K -298 -39%
KI
1933
Kapitalo Investimentos
Brazil
$60.5K +$61.5K +469 New
MB
1934
Mizuho Bank
Japan
$59.4K -$36.7K -280 -38%
AFG
1935
Albion Financial Group
Utah
$58.1K +$6.56K +50 +13%
TWD
1936
True Wealth Design
Ohio
$58K +$18.5K +141 +46%
ZB
1937
Zions Bancorporation
Utah
$57.6K +$42K +320 +254%
JWA
1938
JFS Wealth Advisors
Pennsylvania
$57.4K -$131 -1 -0.2%
CWM
1939
Compass Wealth Management
Connecticut
$57.1K – – –
HFM
1940
Hartford Financial Management
Connecticut
$56.8K – – –
DAM
1941
Delta Asset Management
Tennessee
$53.7K – – –
RS
1942
Rakuten Securities
Japan
$52.8K -$20.2K -154 -27%
PWMG
1943
Prestige Wealth Management Group
New Jersey
$52.4K -$32.9K -251 -38%
BWM
1944
Bernard Wealth Management
Michigan
$52.4K +$53.3K +406 New
CMA
1945
Cedar Mountain Advisors
Oregon
$52.2K – – –
TC
1946
Trust Company
Kansas
$51.9K -$17.6K -134 -25%
SC
1947
Steph & Co
Wisconsin
$51.6K – – –
VFM
1948
Vision Financial Markets
Connecticut
$51.6K +$52.5K +400 New
ACA
1949
American Capital Advisory
Idaho
$51.4K – – –
GWSA
1950
Global Wealth Strategies & Associates
Colorado
$51K +$2.89K +22 +6%