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Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
1951
Union Bancaire Privee
Switzerland
$17K -$464K -6,307 -96%
DF
1952
Dunhill Financial
United Kingdom
$16.3K -$589 -8 -3%
AWM
1953
Atticus Wealth Management
Florida
$16.1K – – –
AW
1954
Avion Wealth
Texas
$16K – – –
RP
1955
Raelipskie Partnership
Ontario, Canada
$15.6K – – –
CFFP
1956
Center for Financial Planning
Michigan
$15.2K – – –
Q1WB
1957
Quest 10 Wealth Builders
Virginia
$14.8K +$8.32K +113 +94%
EAM
1958
Eukles Asset Management
Ohio
$14.7K – – –
IHWM
1959
Iron Horse Wealth Management
Iowa
$14.3K -$2.21K -30 -12%
SIS
1960
Strategic Investment Solutions
Illinois
$14.2K -$36K -489 -69%
FFL
1961
Financial Freedom LLC
Ohio
$13.6K +$74 +1 +0.5%
WA
1962
Whipplewood Advisors
Colorado
$13.6K -$2.94K -40 -18%
PWA
1963
Physician Wealth Advisors
Utah
$13.6K +$1.4K +19 +10%
LAMC
1964
Longview Asset Management (California)
California
$13.5K – – –
MSG
1965
Main Street Group
Virginia
$13.5K – – –
SC
1966
Swan Capital
Florida
$13.5K +$7.36K +100 +89%
ACM
1967
Anfield Capital Management
California
$13.4K – – –
NC
1968
North Capital
Utah
$13.4K +$15.5K +211 New
TIM
1969
Tortoise Investment Management
New York
$13.2K -$33.6K -456 -69%
TWD
1970
True Wealth Design
Ohio
$13.2K -$147 -2 -1%
PPA
1971
Painted Porch Advisors
California
$13.1K -$2.8K -38 -16%
MWA
1972
Medallion Wealth Advisors
Connecticut
$13K – – –
BBPWM
1973
Blue Bell Private Wealth Management
Pennsylvania
$12.9K +$15K +204 New
CPG
1974
Cornerstone Planning Group
New Jersey
$12.8K +$2.58K +35 +19%
APW
1975
Acima Private Wealth
Virginia
$12.7K – – –
77 78
79
80 81