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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1951
True Wealth Design
Ohio
$42.1K +$36.2K +296 +2,467%
TCM
1952
Tradewinds Capital Management
Washington
$41.8K – – –
FUBT
1953
First United Bank & Trust
Maryland
$41.7K – – –
BFS
1954
Burkett Financial Services
South Carolina
$41.7K +$245 +2 +0.7%
NL
1955
NVWM LLC
Pennsylvania
$39.6K – – –
W
1956
WealthCollab
Washington
$39.4K – – –
KA
1957
Kozak & Associates
Colorado
$38.6K +$245 +2 +0.7%
TCPG
1958
Trivant Custom Portfolio Group
California
$38.3K – – –
WPA
1959
West Paces Advisors
Georgia
$37K – – –
BGAI
1960
Bruce G. Allen Investments
Colorado
$36.9K – – –
MWA
1961
MFA Wealth Advisors
Pennsylvania
$36.9K – – –
GJWM
1962
Gilliland Jeter Wealth Management
Arkansas
$36.7K +$245 +2 +0.7%
MWA
1963
Miller Wealth Advisors
Colorado
$36.5K – – –
TIM
1964
Thompson Investment Management
Wisconsin
$36.5K +$122 +1 +0.4%
CP
1965
Castleview Partners
Texas
$34.9K +$245 +2 +0.8%
AT
1966
Arlington Trust
Alabama
$34.9K – – –
VAMG
1967
Voisard Asset Management Group
Michigan
$34.4K -$1.35K -11 -4%
OA
1968
Operose Advisors
Wisconsin
$34.3K -$14.1K -115 -31%
HB
1969
Horizon Bancorp
Indiana
$34K – – –
JGIA
1970
Jackson Grant Investment Advisers
Connecticut
$33.2K – – –
CB
1971
Centennial Bank
Arkansas
$32.8K – – –
TCM
1972
Tributary Capital Management
Nebraska
$32.8K – – –
PP
1973
Paloma Partners
Connecticut
$32.1K -$5.52M -45,053 -99%
APC
1974
Aspire Private Capital
North Carolina
$30.9K – – –
OP
1975
ORG Partners
Indiana
$30.4K -$412K -3,362 -94%