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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1951
Synergy Investment Management
Florida
$57.6K +$64.8K +551 New
DWP
1952
Destiny Wealth Partners
Florida
$57K +$64.1K +545 New
PWMG
1953
Prestige Wealth Management Group
New Jersey
$56.2K -$8.47K -72 -12%
WBC
1954
West Branch Capital
Massachusetts
$55.9K – – –
HIA
1955
Harbor Investment Advisory
Maryland
$55.9K -$244K -2,075 -80%
CT
1956
Clearstead Trust
Maine
$55.7K -$2.24M -19,016 -97%
OCM
1957
Osterweis Capital Management
California
$54.9K -$113K -960 -65%
WA
1958
Whipplewood Advisors
Colorado
$54.9K +$57.1K +485 +1,213%
CAL
1959
Capital Advisors Ltd
Ohio
$54K +$12.2K +104 +25%
MAM
1960
Meeder Asset Management
Ohio
$53.9K -$21.6K -184 -26%
PWA
1961
Portus Wealth Advisors
North Carolina
$53.3K +$60K +510 New
1IA
1962
1620 Investment Advisors
Massachusetts
$52.5K +$2.59K +22 +5%
PWM
1963
Peck Wealth Management
New York
$52.3K – – –
AP
1964
Atwood & Palmer
Missouri
$52.3K +$58.8K +500 New
RFG
1965
REAP Financial Group
Texas
$52.1K +$43.9K +373 +298%
PWMA
1966
Pension & Wealth Management Advisors
Massachusetts
$50.2K +$54.9K +467 +3,592%
CVM
1967
Cheviot Value Management
California
$49.7K +$55.9K +475 New
SG
1968
Sankala Group
Colorado
$49.6K – – –
GSWM
1969
Golden State Wealth Management
California
$48.4K +$21.3K +181 +64%
BIA
1970
Bell Investment Advisors
California
$48.2K -$3.41K -29 -6%
BWL
1971
Bogart Wealth LLC
Virginia
$47K +$8.71K +74 +20%
UOTTAIMCU
1972
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.4K – – –
MFP
1973
Meramec Financial Planners
Missouri
$45.9K – – –
WA
1974
WPG Advisers
Maryland
$45.3K +$706 +6 +1%
TFM
1975
TFC Financial Management
Massachusetts
$43.8K -$52.5K -446 -52%
77 78
79
80 81