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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1926
Annex Advisory Services
Wisconsin
$1.46M -$208K -645 -15%
AP
1927
Americana Partners
Texas
$1.46M +$4.5K +14 +0.4%
SCI
1928
Silver Coast Investments
United States
$1.45M -$31.2K -97 -3%
AC
1929
ASB Consultores
Florida
$1.45M +$55.7K +173 +5%
CBA
1930
Coastal Bridge Advisors
Connecticut
$1.45M +$67.9K +211 +6%
WC
1931
Weil Company
California
$1.45M +$536K +1,665 +86%
JWM
1932
Jeppson Wealth Management
California
$1.45M -$50.5K -157 -4%
AFG
1933
Allegheny Financial Group
Pennsylvania
$1.45M -$596K -1,852 -34%
RRCM
1934
Rappaport Reiches Capital Management
Illinois
$1.44M +$19.3K +60 +2%
DL
1935
DOHJ LLC
Washington
$1.44M -$30.9K -96 -3%
NL
1936
NDWM LLC
California
$1.44M +$9.65K +30 +0.8%
DW
1937
Durante & Waters
New York
$1.44M – – –
B
1938
BetterWealth
California
$1.44M +$46K +143 +4%
CWA
1939
Choice Wealth Advisors
Maine
$1.43M – – –
MFWM
1940
Motley Fool Wealth Management
Virginia
$1.43M +$541K +1,681 +88%
ACP
1941
Aveo Capital Partners
Colorado
$1.43M -$208K -646 -15%
GC
1942
GFG Capital
Florida
$1.43M +$322 +1 +0%
BWP
1943
Bernardo Wealth Planning
Pennsylvania
$1.42M -$127K -395 -10%
V
1944
ViaWealth
Kansas
$1.42M -$291K -903 -20%
YP
1945
YANKCOM Partnership
South Dakota
$1.42M +$1.13M +3,521 New
WWMSC
1946
Wagner Wealth Management (South Carolina)
South Carolina
$1.42M +$1.61K +5 +0.1%
VF
1947
Vista Finance
Missouri
$1.42M +$8.04K +25 +0.7%
BRG
1948
Bay Rivers Group
Virginia
$1.42M +$35.4K +110 +3%
RW
1949
REDW Wealth
New Mexico
$1.42M -$221K -686 -16%
WTA
1950
Washington Trust Advisors
Massachusetts
$1.41M +$454K +1,412 +68%
76 77
78
79 80