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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1951
Sunrise Financial Services
Washington
$9.49K +$9.71K +149 New
RWA
1952
Redmont Wealth Advisors
Illinois
$9.43K – – –
HIA
1953
HFM Investment Advisors
New Jersey
$9.11K +$7.82K +120 +522%
VWA
1954
Valued Wealth Advisors
Utah
$9.1K +$1.3K +20 +16%
AF
1955
Abound Financial
California
$8.92K +$9.13K +140 New
MFT
1956
Moisand Fitzgerald Tamayo
Florida
$8.8K -$456 -7 -5%
FC
1957
Fairscale Capital
New Hampshire
$8.72K – – –
KFP
1958
Kerr Financial Planning
California
$8.49K -$97.8K -1,501 -92%
RF
1959
Robinswood Financial
Washington
$8.47K – – –
PCA
1960
PMV Capital Advisers
Texas
$8.41K +$8.6K +132 New
FUBT
1961
First United Bank & Trust
Maryland
$7.96K – – –
KLWA
1962
Kelly Lawrence W & Associates
California
$7.96K – – –
FNWA
1963
Financial Network Wealth Advisors
Utah
$7.96K +$913 +14 +13%
VWWMG
1964
Vermillion & White Wealth Management Group
Pennsylvania
$7.96K – – –
RPA
1965
Redwood Park Advisors
California
$7.21K – – –
RWM
1966
Raffa Wealth Management
District of Columbia
$7.2K – – –
HHCP
1967
Hilton Head Capital Partners
South Carolina
$7.2K +$7.37K +113 New
NL
1968
NorthAvenue LLC
Ohio
$6.72K +$6.91K +106 New
DF
1969
Dunhill Financial
United Kingdom
$6.69K +$978 +15 +17%
FMP
1970
Financial Management Professionals
Texas
$6.67K -$19K -292 -74%
DWM
1971
Darwin Wealth Management
Florida
$6.64K +$456 +7 +7%
DWM
1972
Dogwood Wealth Management
Kansas
$6.62K -$587 -9 -8%
AWA
1973
American Wealth Advisors
Georgia
$6.53K – – –
BAM
1974
Byrne Asset Management
New Jersey
$6.37K – – –
CB
1975
CNB Bank
Pennsylvania
$6.37K – – –