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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
Tanager Wealth Management
United Kingdom
$643K +$40.7K +104 +6%
AWC
1952
Abundance Wealth Counselors
Pennsylvania
$643K +$40K +102 +6%
RDWM
1953
Red Door Wealth Management
Tennessee
$642K +$200K +511 +37%
AIM
1954
Avanda Investment Management
Singapore
$642K -$431K -1,100 -37%
SFG
1955
SevenBridge Financial Group
Pennsylvania
$641K – – –
TL
1956
Tradewinds LLC
North Carolina
$640K -$15.3K -39 -3%
ME
1957
McIlrath & Eck
Washington
$637K +$470K +1,200 +175%
GAA
1958
Global Assets Advisory
Florida
$636K -$53.3K -136 -7%
PP
1959
Pingora Partners
Wyoming
$635K -$913K -2,330 -55%
EI
1960
Ellevest Inc
New York
$635K +$23.9K +61 +3%
LCS
1961
Levin Capital Strategies
New York
$635K +$736K +1,879 New
HA
1962
Herold Advisors
New York
$635K +$78.3K +200 +12%
NSIM
1963
North Star Investment Management
Illinois
$634K -$10.2K -26 -1%
AA
1964
Advisory Alpha
Michigan
$634K -$354K -903 -33%
TTWM
1965
TCV Trust & Wealth Management
Virginia
$633K – – –
MWA
1966
Midland Wealth Advisors
Illinois
$632K +$27.8K +71 +4%
PWM
1967
Palacios Wealth Management
Florida
$632K +$110K +281 +30%
BWM
1968
BNC Wealth Management
Oregon
$631K -$94.8K -242 -11%
UWPG
1969
Ullmann Wealth Partners Group
Florida
$629K +$142K +362 +24%
AMPWP
1970
Alvarez & Marsal Private Wealth Partners
Florida
$629K +$729K +1,861 New
RAS
1971
RPS Advisory Solutions
Kentucky
$626K -$195K -498 -21%
WCM
1972
WealthBridge Capital Management
Ohio
$625K +$19.6K +50 +3%
TVWM
1973
Tower View Wealth Management
Wisconsin
$624K +$724K +1,848 New
DMIC
1974
Dixon Mitchell Investment Counsel
British Columbia, Canada
$623K – – –
WN
1975
Williams & Novak
California
$620K +$41.1K +105 +7%
77 78
79
80 81