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Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1951
Walkner Condon Financial Advisors
Wisconsin
$251K +$4.09K +35 +2%
WWC
1952
Waypoint Wealth Counsel
Georgia
$251K +$267K +2,282 New
GWA
1953
GGM Wealth Advisors
Maryland
$251K +$1.29K +11 +0.5%
CG
1954
Clarus Group
Texas
$249K – – –
LA
1955
LVW Advisors
New York
$249K +$8.42K +72 +3%
FWP
1956
FAS Wealth Partners
Kansas
$249K -$19.7K -168 -7%
GWS
1957
Glassman Wealth Services
Virginia
$248K -$81.8K -699 -24%
LI
1958
Lafayette Investments
Maryland
$247K – – –
CFO
1959
CVA Family Office
Colorado
$247K +$7.02K +60 +3%
AI
1960
Accredited Investors
Minnesota
$247K -$1.4K -12 -0.5%
PF
1961
Parker Financial
Washington
$247K +$263K +2,245 New
SWM
1962
Segment Wealth Management
Texas
$246K -$5.62K -48 -2%
WAM
1963
Watershed Asset Management
California
$246K +$28K +239 +12%
ACM
1964
Alethea Capital Management
Washington
$245K +$261K +2,231 New
TAIM
1965
TD Ameritrade Investment Management
Nebraska
$245K -$139K -1,187 -35%
ICP
1966
Interchange Capital Partners
Pennsylvania
$245K -$19.3K -165 -7%
BBW
1967
Blue Barn Wealth
Utah
$245K +$27.7K +237 +12%
HC
1968
Hamilton Capital
Ohio
$245K +$261K +2,227 New
SL
1969
Salomon & Ludwin
Virginia
$244K +$15.3K +131 +6%
WA
1970
Waddell & Associates
Tennessee
$244K +$14.2K +121 +6%
CMANY
1971
Capital Management Associates (New York)
New York
$243K -$610K -5,211 -70%
WA
1972
Wealth Architects
California
$242K -$32.6K -279 -11%
IPW
1973
Invictus Private Wealth
Colorado
$242K +$257K +2,200 New
PFC
1974
Poplar Forest Capital
California
$242K +$257K +2,197 New
CWM
1975
Connecticut Wealth Management
Connecticut
$240K -$68.3K -584 -21%