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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1926
Carolina Wealth Advisors
South Carolina
$16.7K – – –
CIAS
1927
CBIZ Investment Advisory Services
Ohio
$16.7K +$5.22K +70 +41%
AIA
1928
Aventus Investment Advisors
Florida
$16.2K – – –
EAM
1929
Eukles Asset Management
Ohio
$16.2K – – –
Q1WB
1930
Quest 10 Wealth Builders
Virginia
$15.6K -$75 -1 -0.4%
SA
1931
Seneschal Advisors
Washington
$15.2K +$16.2K +218 New
FFL
1932
Financial Freedom LLC
Ohio
$15.2K +$75 +1 +0.5%
AFG
1933
Albion Financial Group
Utah
$14.9K – – –
LAMC
1934
Longview Asset Management (California)
California
$14.8K – – –
MSG
1935
Main Street Group
Virginia
$14.8K – – –
NC
1936
North Capital
Utah
$14.5K -$224 -3 -1%
MIM
1937
MTM Investment Management
South Carolina
$14.5K – – –
CAM
1938
Costello Asset Management
Pennsylvania
$13.9K – – –
FCT
1939
First Community Trust
Iowa
$13.9K – – –
IA
1940
IFS Advisors
Kansas
$13.2K – – –
AWM
1941
Abound Wealth Management
Tennessee
$13.2K +$75 +1 +0.5%
WAG
1942
Wiser Advisor Group
Arizona
$13.1K +$14K +188 New
Acadian Asset Management
1943
Acadian Asset Management
Massachusetts
$13K – – –
JWM
1944
JPL Wealth Management
Colorado
$12.6K +$13.4K +180 New
TIM
1945
Tortoise Investment Management
New York
$12.3K +$596 +8 +5%
PWA
1946
Physician Wealth Advisors
Utah
$12K -$3.13K -42 -20%
TCM
1947
TruNorth Capital Management
Michigan
$11.6K – – –
TWD
1948
True Wealth Design
Ohio
$11.5K +$1.19K +16 +11%
RWM
1949
Rialto Wealth Management
New York
$11.5K +$745 +10 +6%
MEG
1950
Millstone Evans Group
Colorado
$11.5K -$7.45K -100 -38%