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Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
1926
Capital A Wealth Management
Pennsylvania
$5.54K +$5.88K +41 New
FW
1927
Fairway Wealth
Ohio
$5.14K +$5.45K +38 New
AP
1928
Atwood & Palmer
Missouri
$5K – – –
KFP
1929
Keener Financial Planning
Texas
$5K – – –
PP
1930
PFS Partners
New Jersey
$4.89K – – –
WCM
1931
Westend Capital Management
California
$4.87K -$4.01K -28 -44%
TPW
1932
Talon Private Wealth
Florida
$4.87K – – –
BFPW
1933
BOK Financial Private Wealth
Colorado
$4.73K +$1.43K +10 +40%
SWC
1934
Spectrum Wealth Counsel
Indiana
$4.73K +$2.15K +15 +75%
EAM
1935
Eukles Asset Management
Ohio
$4.73K – – –
TFM
1936
TFC Financial Management
Massachusetts
$4.62K – – –
MLA
1937
MB, Levis & Associates
Pennsylvania
$4.6K – – –
RF
1938
Robinswood Financial
Washington
$4.5K – – –
NL
1939
NVWM LLC
Pennsylvania
$4.43K -$573 -4 -11%
ACM
1940
Anfield Capital Management
California
$4.05K – – –
CAIM
1941
Catherine Avery Investment Management
Florida
$3.92K +$4.16K +29 New
VWA
1942
VSM Wealth Advisory
Maryland
$3.91K +$4.16K +29 New
KIG
1943
Kessler Investment Group
Indiana
$3.79K – – –
BAM
1944
Bellevue Asset Management
Washington
$3.38K – – –
BCPWM
1945
Bradley & Co Private Wealth Management
Florida
$3.24K +$3.44K +24 New
ETS
1946
ESL Trust Services
New York
$3.11K – – –
PS
1947
PayPay Securities
Japan
$3.11K +$1.29K +9 +64%
LWA
1948
Lowe Wealth Advisors
Maryland
$2.7K – – –
IA
1949
IFS Advisors
Kansas
$2.7K – – –
FLP
1950
Financial Life Planners
Arizona
$2.38K +$2.58K +18 New