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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1951
Princeton Global Asset Management
New Jersey
$11.7K +$9.84K +164 New
RWM
1952
RMG Wealth Management
Wisconsin
$11.6K +$9.6K +160 New
ACM
1953
Anfield Capital Management
California
$11.2K -$3.24K -54 -26%
RWM
1954
Rialto Wealth Management
New York
$11K +$2.64K +44 +40%
MAS
1955
MPWM Advisory Solutions
Georgia
$11K +$60 +1 +0.7%
TWD
1956
True Wealth Design
Ohio
$10.6K -$3.48K -58 -28%
RWA
1957
Redmont Wealth Advisors
Illinois
$10.5K – – –
NRG
1958
Nemes Rush Group
Michigan
$10.4K -$20.8K -346 -70%
FC
1959
Fairscale Capital
New Hampshire
$10.2K – – –
AWM
1960
Accredited Wealth Management
Kentucky
$10K -$9.6K -160 -53%
KHC
1961
Koesten Hirschmann & Crabtree
Kansas
$9.95K – – –
DRP
1962
Decker Retirement Planning
Utah
$9.95K +$8.4K +140 New
SC
1963
Steph & Co
Wisconsin
$9.52K – – –
TCM
1964
TD Capital Management
Tennessee
$9.09K – – –
FUBT
1965
First United Bank & Trust
Maryland
$8.88K -$3.66K -61 -33%
KLWA
1966
Kelly Lawrence W & Associates
California
$8.88K – – –
VWWMG
1967
Vermillion & White Wealth Management Group
Pennsylvania
$8.88K +$1.5K +25 +25%
RWM
1968
Raffa Wealth Management
District of Columbia
$8.03K – – –
RPA
1969
Redwood Park Advisors
California
$7.96K -$420 -7 -6%
VWA
1970
Valued Wealth Advisors
Utah
$7.62K -$3.18K -53 -33%
BDPWM
1971
Barnes Dennig Private Wealth Management
Ohio
$7.46K – – –
DWM
1972
Dogwood Wealth Management
Kansas
$7.39K +$2.4K +40 +67%
SC
1973
Solstein Capital
California
$7.17K – – –
MFG
1974
Mendota Financial Group
Wisconsin
$7.1K – – –
WBWA
1975
William B. Walkup & Associates
South Carolina
$7.1K – – –
77 78
79
80 81