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Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1926
Householder Group Estate & Retirement Specialist
Arizona
$300K +$301K +2,450 New
BWP
1927
Baldwin Wealth Partners
Massachusetts
$300K
FIM
1928
Freedom Investment Management
Connecticut
$300K -$1.04M -8,465 -78%
OWA
1929
Opal Wealth Advisors
New York
$299K +$45K +366 +18%
CAG
1930
Csenge Advisory Group
Florida
$299K -$67K -545 -18%
CFO
1931
CVA Family Office
Colorado
$299K +$43K +350 +17%
CAL
1932
Capital Advisors Ltd
Ohio
$299K -$8.73K -71 -3%
EWM
1933
Evermay Wealth Management
Virginia
$299K +$9.59K +78 +3%
BEW
1934
Burton Enright Welch
California
$298K +$18.6K +151 +7%
V
1935
ViaWealth
Kansas
$297K +$24.6K +200 +9%
SCI
1936
S&CO Inc
Massachusetts
$296K
CIG
1937
Cascade Investment Group
Colorado
$295K -$7.38K -60 -2%
MFC
1938
Mechanics Financial Corp
Ohio
$295K
BWM
1939
BCGM Wealth Management
Indiana
$294K
CIG
1940
Cairn Investment Group
Washington
$294K
RWI
1941
Red Wave Investments
Pennsylvania
$293K +$6.88K +56 +2%
BMWM
1942
Brown Miller Wealth Management
Virginia
$293K -$2.83K -23 -1%
CAM
1943
Cozad Asset Management
Illinois
$291K
TSW
1944
Thompson Siegel & Walmsley
Virginia
$290K -$30.5K -248 -10%
AIA
1945
Arbor Investment Advisors
North Carolina
$290K
JC
1946
JB Capital
Connecticut
$290K +$11.1K +90 +4%
OWA
1947
One Wealth Advisors
California
$288K -$39.7K -323 -12%
CCT
1948
Capital City Trust
Florida
$287K +$11.3K +92 +4%
MHR
1949
Matthew Hamilton Rosenberg
$287K -$26.6K -216 -8%
HNW
1950
High Note Wealth
Minnesota
$287K +$4.06K +33 +1%