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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1926
ARK Investment Management
Florida
$70.8K -$12.8K -83 -15%
AFG
1927
Albion Financial Group
Utah
$69.8K – – –
GEA
1928
Glen Eagle Advisors
New Jersey
$69.2K +$6.01K +39 +10%
HFM
1929
Hartford Financial Management
Connecticut
$68.3K – – –
SGK
1930
Steigerwald Gordon & Koch
Virginia
$68K +$67.5K +438 New
FMB
1931
Field & Main Bank
Kentucky
$66K -$11.6K -75 -15%
XC
1932
XY Capital
Hong Kong
$64.7K +$64.3K +417 New
DAM
1933
Delta Asset Management
Tennessee
$64.6K – – –
AG
1934
AmeriFlex Group
Nevada
$64.2K +$45.3K +294 +245%
POIA
1935
Pin Oak Investment Advisors
Texas
$63.9K -$15.4K -100 -20%
ACA
1936
American Capital Advisory
Idaho
$63.1K – – –
BWM
1937
Bernard Wealth Management
Michigan
$63K – – –
CMA
1938
Cedar Mountain Advisors
Oregon
$62.7K – – –
SC
1939
Steph & Co
Wisconsin
$62.1K – – –
VFM
1940
Vision Financial Markets
Connecticut
$62.1K – – –
WOSD
1941
WFA of San Diego
California
$62.1K – – –
OAJ
1942
Ogorek Anthony Joseph
New York
$62K +$463 +3 +0.8%
TCB
1943
Texas Capital Bancshares
Texas
$60.1K +$59.7K +387 New
FPB
1944
First PREMIER Bank
South Dakota
$59K +$58.4K +379 New
IWP
1945
IAG Wealth Partners
Wisconsin
$58.3K -$24.4K -158 -30%
RDFA
1946
Ritter Daniher Financial Advisory
Ohio
$55.9K – – –
VWA
1947
Valued Wealth Advisors
Utah
$55K +$308 +2 +0.6%
BBPWM
1948
Blue Bell Private Wealth Management
Pennsylvania
$54.9K – – –
SWIM
1949
Smallwood Wealth Investment Management
New Jersey
$54.8K – – –
RA
1950
Rise Advisors
New York
$53.9K +$1.39K +9 +3%
76 77
78
79 80