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Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
1926
Oak Harbor Wealth Partners
North Carolina
$227K +$34 +2 +0%
AIM
1927
Acropolis Investment Management
Missouri
$227K -$77K -4,508 -26%
GWM
1928
GSB Wealth Management
Connecticut
$227K +$220K +12,894 New
PB
1929
Pinnacle Bancorp
Nebraska
$227K -$7.67K -449 -3%
SPC
1930
Spirepoint Private Client
Florida
$227K +$220K +12,880 New
GIA
1931
GHP Investment Advisors
Colorado
$226K -$69.4K -4,065 -24%
AWM
1932
Aberdeen Wealth Management
Illinois
$226K -$10.5K -614 -5%
FW
1933
FirstPurpose Wealth
Utah
$226K -$5.62K -329 -2%
ACS
1934
Archford Capital Strategies
Illinois
$226K -$7.46K -437 -3%
SFG
1935
SevenBridge Financial Group
Pennsylvania
$226K -$49.3K -2,885 -18%
PTC
1936
Petrus Trust Company
Texas
$226K +$219K +12,813 New
FWA
1937
FSM Wealth Advisors
Ohio
$225K +$30.1K +1,765 +16%
RTC
1938
Riverview Trust Company
Washington
$225K -$9.07K -531 -4%
MIP
1939
Marietta Investment Partners
Wisconsin
$224K – – –
RWI
1940
Red Wave Investments
Pennsylvania
$224K -$6.2K -363 -3%
SC
1941
Saybrook Capital
North Carolina
$224K – – –
CWM
1942
Campbell Wealth Management
Virginia
$224K +$217K +12,710 New
PWM
1943
Purus Wealth Management
California
$224K -$63.4K -3,715 -23%
DA
1944
Doliver Advisors
Texas
$223K -$16.5K -969 -7%
TWM
1945
Trueblood Wealth Management
Ohio
$223K -$6.46K -378 -3%
AWS
1946
Aspen Wealth Strategies
Colorado
$223K -$5.07K -297 -2%
SXL
1947
Summit X LLC
Missouri
$222K +$25.8K +1,510 +14%
FFA
1948
Fi3 Financial Advisors
Indiana
$222K +$35.4K +2,072 +19%
SCP
1949
Sivia Capital Partners
California
$221K +$1.84K +108 +0.9%
WA
1950
Wealthstar Advisors
Texas
$221K -$495 -29 -0.2%