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Name Holding Trade Value Shares
Change
Change in
Stake
DBFM
1951
Dickmeyer Boyce Financial Management
Indiana
$1.3M +$104K +891 +10%
XWL
1952
XXI Wealth LLC
Illinois
$1.3M -$18.3K -156 -2%
AIM
1953
Alhambra Investment Management
Florida
$1.3M -$49.4K -422 -4%
LAM
1954
Lynch Asset Management
Pennsylvania
$1.3M – – –
RZH
1955
Relyea Zuckerberg Hanson
Connecticut
$1.3M -$29.1K -249 -2%
KTC
1956
Kentucky Trust Company
Kentucky
$1.3M – – –
PWM
1957
Prentice Wealth Management
New York
$1.29M -$7.37K -63 -0.6%
DE
1958
Defiance ETFs
New York
$1.29M +$238K +2,031 +25%
HPBT
1959
Hickory Point Bank & Trust
Illinois
$1.29M -$2.93K -25 -0.2%
SAM
1960
Smithbridge Asset Management
Pennsylvania
$1.29M -$55K -470 -4%
GWM
1961
Graybill Wealth Management
Illinois
$1.29M – – –
EP
1962
Essential Partners
California
$1.29M -$1.86M -15,868 -61%
VAG
1963
VisionPoint Advisory Group
Texas
$1.29M +$143K +1,220 +14%
ATS
1964
Ashton Thomas Securities
New York
$1.29M +$218K +1,866 +23%
CA
1965
CV Advisors
Florida
$1.28M +$1.17M +10,000 New
FCM
1966
Family Capital Management
Michigan
$1.28M +$6.55K +56 +0.6%
MCA
1967
MSH Capital Advisors
Arizona
$1.28M -$4.21K -36 -0.4%
DC
1968
DeDora Capital
California
$1.28M -$23.9K -204 -2%
GPA
1969
Guerra Pan Advisors
New Jersey
$1.27M -$702 -6 -0.1%
RRA
1970
Round Rock Advisors
Connecticut
$1.27M +$7.72K +66 +0.7%
MPPW
1971
Mitchell & Pahl Private Wealth
Oklahoma
$1.27M -$20.5K -175 -2%
LD
1972
Lipe & Dalton
New York
$1.27M -$17K -145 -1%
CA
1973
Continuum Advisory
Idaho
$1.27M -$3.63K -31 -0.3%
TBNY
1974
Trustco Bank (New York)
New York
$1.26M +$41K +350 +4%
EFA
1975
Evernest Financial Advisors
Indiana
$1.26M -$113K -966 -9%