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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1951
Reyes Financial Architecture
California
$59.5K +$55.9K +391 New
WTFG
1952
Wood Tarver Financial Group
Idaho
$59K – – –
AAM
1953
Alphadyne Asset Management
New York
$57.9K +$54.3K +380 New
BFP
1954
Briaud Financial Planning
Texas
$57K – – –
T
1955
Tidemark
California
$55.5K -$572 -4 -1%
TIM
1956
Total Investment Management
Arizona
$55.1K +$51.7K +362 New
RDFA
1957
Ritter Daniher Financial Advisory
Ohio
$54.8K +$27.6K +193 +116%
BBPWM
1958
Blue Bell Private Wealth Management
Pennsylvania
$53.9K – – –
SWIM
1959
Smallwood Wealth Investment Management
New Jersey
$53.7K – – –
VWA
1960
Valued Wealth Advisors
Utah
$53.7K – – –
IMC
1961
Investment Management Corporation
Virginia
$53.6K +$7.29K +51 +17%
DF
1962
Dunhill Financial
United Kingdom
$52.6K – – –
MWM
1963
Mascoma Wealth Management
New Hampshire
$51.9K – – –
API
1964
Asset Planning Inc
California
$51.6K +$143 +1 +0.3%
VWA
1965
VSM Wealth Advisory
Maryland
$51.5K -$12.4K -87 -20%
RA
1966
Rise Advisors
New York
$51.4K -$143 -1 -0.3%
SL
1967
Salomon & Ludwin
Virginia
$50.8K +$24.3K +170 +106%
AGWCA
1968
Annis Gardner Whiting Capital Advisors
Florida
$50.5K +$14.1K +99 +42%
KHC
1969
Koesten Hirschmann & Crabtree
Kansas
$50.2K – – –
CCMI
1970
Creative Capital Management Investments
California
$49.9K – – –
VEA
1971
Virtus ETF Advisers
New York
$49.6K -$66.9K -468 -59%
LFA
1972
Livelsberger Financial Advisory
Ohio
$49.2K +$46.2K +323 New
RS
1973
Rakuten Securities
Japan
$48.9K -$18.6K -130 -29%
PCTC
1974
Perkins Coie Trust Company
Washington
$47.2K – – –
BFS
1975
Burkett Financial Services
South Carolina
$47.1K +$286 +2 +0.6%