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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1951
Financial Avengers
California
$50K +$251 +1 +0.5%
BC
1952
Burleson & Co
California
$49K
ARMC
1953
American Research & Management Company
Massachusetts
$46K
DWA
1954
Dougherty Wealth Advisers
Minnesota
$46K
RIM
1955
Rockbridge Investment Management
New York
$46K
TC
1956
Trust Company
Kansas
$46K
IHWM
1957
Iron Horse Wealth Management
Iowa
$46K +$501 +2 +1%
KFI
1958
Key Financial Inc
Pennsylvania
$45K -$21K -84 -30%
BWL
1959
Bogart Wealth LLC
Virginia
$44K -$2.25K -9 -5%
SSC
1960
Syverson Strege & Co
Iowa
$43K +$47.3K +189 New
RG
1961
Retirement Group
California
$40K
GPA
1962
Guidance Point Advisors
Massachusetts
$40K +$43.8K +175 New
VCM
1963
Versant Capital Management
Arizona
$39K -$5.01K -20 -11%
FFC
1964
First Financial Corp
Indiana
$38K
KFS
1965
Kelly Financial Services
Massachusetts
$37.9K
NWM
1966
Navigation Wealth Management
Colorado
$36K
WIA
1967
Wealthstreet Investment Advisors
Texas
$36K
CFO
1968
CVA Family Office
Colorado
$35K -$661K -2,640 -92%
AW
1969
Avion Wealth
Texas
$34K
BIA
1970
Bell Investment Advisors
California
$34K +$36.8K +147 New
RTL
1971
Red Tortoise LLC
Georgia
$34K +$57.4K +229 New
RA
1972
Resolute Advisors
California
$33K
AWM
1973
Activest Wealth Management
Florida
$32K +$18K +72 +107%
AP
1974
Atwood & Palmer
Missouri
$31K +$27.6K +110 +458%
HWM
1975
Holloway Wealth Management
Florida
$30K