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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1926
GC Wealth Management RIA
Massachusetts
$711K +$92.2K +1,120 +16%
AWM
1927
Atticus Wealth Management
Florida
$709K -$1.65K -20 -0.3%
SFGP
1928
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$709K +$654K +7,950 New
SI
1929
Severin Investments
Missouri
$709K +$654K +7,950 New
FA
1930
Fermata Advisors
California
$708K +$654K +7,940 New
CSIC
1931
Clifford Swan Investment Counsel
California
$706K – – –
SAW
1932
Signal Advisors Wealth
Michigan
$705K +$345K +4,190 +113%
FWM
1933
Focused Wealth Management
New York
$705K +$823 +10 +0.1%
ZF
1934
Zhang Financial
Michigan
$703K +$357K +4,340 +122%
CA
1935
Continuum Advisory
Idaho
$703K +$53.5K +650 +9%
ACA
1936
Ackerman Capital Advisors
Texas
$701K – – –
PWM
1937
Prentice Wealth Management
New York
$701K +$33.7K +410 +5%
ONST
1938
Old North State Trust
North Carolina
$701K +$71.6K +870 +12%
MCC
1939
Money Concepts Capital
Florida
$701K -$64.2K -780 -9%
OIA
1940
Optimum Investment Advisors
Illinois
$701K +$4.12K +50 +0.6%
OAM
1941
Oak Asset Management
California
$700K – – –
ACM
1942
Advance Capital Management
Michigan
$699K -$3.29K -40 -0.5%
FCAS
1943
First Command Advisory Services
Texas
$693K -$56K -680 -8%
EWM
1944
Evermay Wealth Management
Virginia
$693K -$4.12K -50 -0.6%
HWM
1945
Howard Wealth Management
Connecticut
$693K +$6.58K +80 +1%
WSWA
1946
Warren Street Wealth Advisors
California
$692K -$11.5K -140 -2%
WMA
1947
West Michigan Advisors
Michigan
$692K +$8.23K +100 +1%
OFS
1948
OneAscent Financial Services
Alabama
$691K +$277K +3,370 +77%
BFO
1949
Biltmore Family Office
North Carolina
$691K -$37K -450 -5%
SWIM
1950
Smallwood Wealth Investment Management
New Jersey
$691K – – –
76 77
78
79 80