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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1951
MPWM Advisory Solutions
Georgia
$10.8K +$75 +1 +0.6%
RWA
1952
Redmont Wealth Advisors
Illinois
$10.3K – – –
NCM
1953
Northwest Capital Management
Oregon
$10.2K -$77.4K -1,039 -88%
SC
1954
Steph & Co
Wisconsin
$10.1K +$820 +11 +8%
WBC
1955
West Branch Capital
Massachusetts
$10.1K +$7.23K +97 +202%
MFT
1956
Moisand Fitzgerald Tamayo
Florida
$10.1K -$14.5K -195 -57%
KHC
1957
Koesten Hirschmann & Crabtree
Kansas
$9.76K – – –
FC
1958
Fairscale Capital
New Hampshire
$9.54K – – –
RF
1959
Robinswood Financial
Washington
$9.27K -$14.9K -200 -60%
TCM
1960
TD Capital Management
Tennessee
$8.93K – – –
FUBT
1961
First United Bank & Trust
Maryland
$8.72K – – –
KLWA
1962
Kelly Lawrence W & Associates
California
$8.72K – – –
VWWMG
1963
Vermillion & White Wealth Management Group
Pennsylvania
$8.72K – – –
CPG
1964
Cornerstone Planning Group
New Jersey
$8.71K +$66.6K +894 +257%
VWA
1965
Valued Wealth Advisors
Utah
$8.57K +$1.12K +15 +14%
GWS
1966
Greykasell Wealth Strategies
California
$8.48K -$3.58K -48 -28%
MAM
1967
Marquette Asset Management
Minnesota
$7.95K +$8.5K +114 New
RWM
1968
Raffa Wealth Management
District of Columbia
$7.88K – – –
DWM
1969
Dogwood Wealth Management
Kansas
$7.88K +$894 +12 +12%
RPA
1970
Redwood Park Advisors
California
$7.85K +$75 +1 +0.9%
EPIME
1971
Evelyn Partners Investment Management (Europe)
$7.74K -$66K -886 -89%
FNWA
1972
Financial Network Wealth Advisors
Utah
$7.74K +$1.04K +14 +14%
BDPWM
1973
Barnes Dennig Private Wealth Management
Ohio
$7.32K – – –
NRG
1974
Nemes Rush Group
Michigan
$7.18K -$3.28K -44 -30%
AWA
1975
American Wealth Advisors
Georgia
$7.1K +$7.6K +102 New
77 78
79
80 81