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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1951
Mayflower Financial Advisors
Massachusetts
$277K -$12.8K -132 -4%
MWA
1952
Martel Wealth Advisors
Washington
$277K +$45.6K +468 +19%
SWA
1953
ShankerValleau Wealth Advisors
Illinois
$276K – – –
LCWP
1954
Legacy Capital Wealth Partners
Arkansas
$276K +$17K +175 +6%
WDG
1955
Wealth Dimensions Group
Ohio
$275K -$1.36K -14 -0.5%
PWA
1956
Physician Wealth Advisors
Utah
$275K – – –
DCBT
1957
Dakota Community Bank & Trust
North Dakota
$275K +$17.9K +184 +7%
CWC
1958
Carolinas Wealth Consulting
North Carolina
$275K +$12.9K +133 +5%
JC
1959
JB Capital
Connecticut
$274K -$3.62M -37,156 -93%
CAWM
1960
Capital Advisors Wealth Management
Washington
$274K +$62.6K +643 +29%
DWM
1961
Drive Wealth Management
Utah
$274K -$7.79K -80 -3%
BC
1962
Burney Company
Virginia
$274K -$389 -4 -0.1%
FPCP
1963
Fort Point Capital Partners
California
$274K +$3.12K +32 +1%
FBB
1964
Fulton Breakefield Broenniman
Maryland
$274K -$38.4K -394 -12%
BFAG
1965
Blackston Financial Advisory Group
Florida
$273K -$16.4K -168 -6%
TW
1966
Traveka Wealth
California
$273K +$277K +2,848 New
EVM
1967
Evelyn V. Moreno
$273K – – –
BWP
1968
Balboa Wealth Partners
Arizona
$273K +$50.9K +523 +23%
ZAM
1969
Zevin Asset Management
Massachusetts
$273K -$973 -10 -0.4%
LWA
1970
Lineweaver Wealth Advisors
Ohio
$273K -$10K -103 -4%
FBFS
1971
First Business Financial Services
Wisconsin
$272K +$22.4K +230 +9%
FSA
1972
Fort Sheridan Advisors
Illinois
$272K -$39.3K -404 -12%
AFG
1973
ABLE Financial Group
Arizona
$272K -$328K -3,371 -54%
LA
1974
LVW Advisors
New York
$272K -$55.6K -571 -17%
TWM
1975
Tradition Wealth Management
Minnesota
$272K +$30.1K +309 +12%
77 78
79
80 81