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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Anfield Capital Management
California
$11.5K +$596 +8 +5%
PGAM
1952
Princeton Global Asset Management
New Jersey
$11.4K – – –
RWM
1953
RMG Wealth Management
Wisconsin
$11K – – –
MAS
1954
MPWM Advisory Solutions
Georgia
$10.8K +$75 +1 +0.6%
RWA
1955
Redmont Wealth Advisors
Illinois
$10.3K – – –
NCM
1956
Northwest Capital Management
Oregon
$10.2K -$77.4K -1,039 -88%
SC
1957
Steph & Co
Wisconsin
$10.1K +$820 +11 +8%
WBC
1958
West Branch Capital
Massachusetts
$10.1K +$7.23K +97 +202%
MFT
1959
Moisand Fitzgerald Tamayo
Florida
$10.1K -$14.5K -195 -57%
KHC
1960
Koesten Hirschmann & Crabtree
Kansas
$9.76K – – –
FC
1961
Fairscale Capital
New Hampshire
$9.54K – – –
RF
1962
Robinswood Financial
Washington
$9.27K -$14.9K -200 -60%
TCM
1963
TD Capital Management
Tennessee
$8.93K – – –
FUBT
1964
First United Bank & Trust
Maryland
$8.72K – – –
KLWA
1965
Kelly Lawrence W & Associates
California
$8.72K – – –
VWWMG
1966
Vermillion & White Wealth Management Group
Pennsylvania
$8.72K – – –
CPG
1967
Cornerstone Planning Group
New Jersey
$8.71K +$66.6K +894 +257%
VWA
1968
Valued Wealth Advisors
Utah
$8.57K +$1.12K +15 +14%
GWS
1969
Greykasell Wealth Strategies
California
$8.48K -$3.58K -48 -28%
MAM
1970
Marquette Asset Management
Minnesota
$7.95K +$8.5K +114 New
RWM
1971
Raffa Wealth Management
District of Columbia
$7.88K – – –
DWM
1972
Dogwood Wealth Management
Kansas
$7.88K +$894 +12 +12%
RPA
1973
Redwood Park Advisors
California
$7.85K +$75 +1 +0.9%
EPIME
1974
Evelyn Partners Investment Management (Europe)
$7.74K -$66K -886 -89%
FNWA
1975
Financial Network Wealth Advisors
Utah
$7.74K +$1.04K +14 +14%
77 78
79
80 81