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Name Holding Trade Value Shares
Change
Change in
Stake
PWCM
1951
Processus Wealth & Capital Management
Tennessee
$1.27M +$1.21M +11,652 New
FWA
1952
FOCUS Wealth Advisors
Texas
$1.27M -$174K -1,673 -13%
AAM
1953
Aureus Asset Management
Massachusetts
$1.27M +$26.6K +256 +2%
AWC
1954
Abundance Wealth Counselors
Pennsylvania
$1.27M -$3.94K -38 -0.3%
PSFG
1955
Prairie Sky Financial Group
Illinois
$1.26M -$13.3K -128 -1%
APG
1956
Abacus Planning Group
South Carolina
$1.26M -$56.5K -544 -4%
PTB
1957
Pioneer Trust Bank
Oregon
$1.26M +$496K +4,776 +71%
CP
1958
Covenant Partners
Tennessee
$1.26M
JGIA
1959
Jackson Grant Investment Advisers
Connecticut
$1.25M +$5.71K +55 +0.5%
AEPWM
1960
Atlantic Edge Private Wealth Management
Florida
$1.25M +$1.19M +11,501 New
RA
1961
Rational Advisors
New York
$1.25M +$1.19M +11,500 New
AI
1962
Accredited Investors
Minnesota
$1.25M +$1.66K +16 +0.1%
HAIM
1963
Hunter Associates Investment Management
Pennsylvania
$1.25M -$528K -5,085 -31%
ZIG
1964
Zullo Investment Group
Pennsylvania
$1.25M +$15.9K +153 +1%
LA
1965
LexAurum Advisors
Kansas
$1.24M -$1.45K -14 -0.1%
CCA
1966
Childress Capital Advisors
Texas
$1.24M +$9.13K +88 +0.8%
TPWM
1967
Twelve Points Wealth Management
Massachusetts
$1.24M +$29.4K +283 +3%
NSAM
1968
North Star Asset Management
Wisconsin
$1.24M -$131K -1,260 -10%
CD
1969
Chapin Davis
Maryland
$1.24M +$13K +125 +1%
MCWA
1970
Meadow Creek Wealth Advisors
Georgia
$1.23M +$1.18M +11,321 New
BFA
1971
Bill Few Associates
Pennsylvania
$1.23M -$30.4K -293 -3%
MMHP
1972
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$26.9K -259 -2%
TF
1973
Trek Financial
Arizona
$1.23M -$2.67M -25,712 -70%
RWP
1974
Ridgecrest Wealth Partners
California
$1.23M -$311 -3 -0%
WSCM
1975
Wellington Shields Capital Management
New York
$1.23M