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Name Holding Trade Value Shares
Change
Change in
Stake
RTC
2051
Riverview Trust Company
Washington
$112K – – –
MWP
2052
Meridian Wealth Partners
Pennsylvania
$111K – – –
SSC
2053
Syverson Strege & Co
Iowa
$111K +$108K +759 New
ADIM
2054
Alpha DNA Investment Management
Maryland
$109K +$106K +750 New
DOA
2055
D'Orazio & Associates
Virginia
$108K +$27K +190 +35%
TCM
2056
TD Capital Management
Tennessee
$107K +$15.3K +108 +17%
PWA
2057
Phoenix Wealth Advisors
North Carolina
$104K +$101K +709 New
IA
2058
Inspire Advisors
Idaho
$104K +$101K +715 New
MAM
2059
Marquette Asset Management
Minnesota
$102K – – –
HRC
2060
Hoertkorn Richard Charles
$101K – – –
MF
2061
Manchester Financial
California
$101K +$6.25K +44 +7%
CCMW
2062
Cypress Capital Management (Wyoming)
Wyoming
$98K – – –
GWM
2063
Greenhouse Wealth Management
Connecticut
$98K +$95.1K +670 New
HDIM
2064
Hanson & Doremus Investment Management
Vermont
$97K +$20.3K +143 +27%
SFP
2065
Sterling Financial Planning
New Jersey
$97K +$93.8K +661 New
CWA
2066
Carolina Wealth Advisors
South Carolina
$96K +$93.4K +658 New
EI
2067
Ellevest Inc
New York
$95K -$28.5K -201 -24%
JGIA
2068
Jackson Grant Investment Advisers
Connecticut
$95K +$568 +4 +0.6%
CWP
2069
Concord Wealth Partners
Virginia
$94K +$91.7K +646 New
RG
2070
Retirement Group
California
$92K +$14.8K +104 +20%
GRP
2071
Global Retirement Partners
California
$90K +$1.7K +12 +2%
AP
2072
Atwood & Palmer
Missouri
$90K +$33.9K +239 +64%
APWM
2073
Atlas Private Wealth Management
New York
$87K – – –
CMA
2074
Cedar Mountain Advisors
Oregon
$87K – – –
SC
2075
Skylands Capital
Wisconsin
$87K – – –