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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1926
Fairway Wealth
Ohio
$5.14K +$5.45K +38 New
AP
1927
Atwood & Palmer
Missouri
$5K
KFP
1928
Keener Financial Planning
Texas
$5K
PP
1929
PFS Partners
New Jersey
$4.89K
WCM
1930
Westend Capital Management
California
$4.87K -$4.01K -28 -44%
TPW
1931
Talon Private Wealth
Florida
$4.87K
BFPW
1932
BOK Financial Private Wealth
Colorado
$4.73K +$1.43K +10 +40%
SWC
1933
Spectrum Wealth Counsel
Indiana
$4.73K +$2.15K +15 +75%
EAM
1934
Eukles Asset Management
Ohio
$4.73K
TFM
1935
TFC Financial Management
Massachusetts
$4.62K
MLA
1936
MB, Levis & Associates
Pennsylvania
$4.6K
RF
1937
Robinswood Financial
Washington
$4.5K
NL
1938
NVWM LLC
Pennsylvania
$4.43K -$573 -4 -11%
ACM
1939
Anfield Capital Management
California
$4.05K
CAIM
1940
Catherine Avery Investment Management
Florida
$3.92K +$4.16K +29 New
VWA
1941
VSM Wealth Advisory
Maryland
$3.91K +$4.16K +29 New
KIG
1942
Kessler Investment Group
Indiana
$3.79K
BAM
1943
Bellevue Asset Management
Washington
$3.38K
BCPWM
1944
Bradley & Co Private Wealth Management
Florida
$3.24K +$3.44K +24 New
ETS
1945
ESL Trust Services
New York
$3.11K
PS
1946
PayPay Securities
Japan
$3.11K +$1.29K +9 +64%
LWA
1947
Lowe Wealth Advisors
Maryland
$2.7K
IA
1948
IFS Advisors
Kansas
$2.7K
FLP
1949
Financial Life Planners
Arizona
$2.38K +$2.58K +18 New
PA
1950
Pineridge Advisors
Missouri
$2.33K