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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1951
Independent Wealth Network
Iowa
$1.79M +$167K +421 +11%
NBWM
1952
North Berkeley Wealth Management
California
$1.79M – – –
SPF
1953
South Plains Financial
Texas
$1.78M -$34.6K -87 -2%
FC
1954
FORA Capital
Florida
$1.78M +$1.24M +3,129 +283%
CPC
1955
Cadia Private Client
New Jersey
$1.78M +$2.78K +7 +0.2%
WA
1956
Winter & Associates
Minnesota
$1.78M – – –
MA
1957
MW Advisory
Georgia
$1.78M +$1.68M +4,223 New
LBC
1958
Leigh Baldwin & Co
New York
$1.76M -$225K -566 -12%
PWM
1959
Pines Wealth Management
North Carolina
$1.76M -$27.8K -70 -2%
JF
1960
Joule Financial
Kentucky
$1.76M -$7.95K -20 -0.5%
UAM
1961
Unison Asset Management
Florida
$1.76M – – –
PWMG
1962
Prestige Wealth Management Group
New Jersey
$1.76M -$335K -842 -17%
CCM
1963
Cloud Capital Management
Washington
$1.76M +$146K +366 +10%
TVAMP
1964
Tennessee Valley Asset Management Partners
Tennessee
$1.76M +$60.5K +152 +4%
CVA
1965
Central Valley Advisors
California
$1.76M -$16.7K -42 -1%
BF
1966
Baring Financial
Washington
$1.75M -$93.5K -235 -5%
CPIA
1967
Cornell Pochily Investment Advisors
New York
$1.75M – – –
RIM
1968
Rockbridge Investment Management
New York
$1.75M +$12.7K +32 +0.8%
BFG
1969
Beacon Financial Group
Texas
$1.75M +$149K +374 +10%
BFA
1970
Beaumont Financial Advisors
Massachusetts
$1.75M +$31K +78 +2%
GTWM
1971
Global Trust Wealth Management
Florida
$1.74M +$115K +288 +7%
NDBT
1972
North Dallas Bank & Trust
Texas
$1.74M +$49.7K +125 +3%
OC
1973
Opal Capital
Florida
$1.74M +$290K +728 +21%
HCMG
1974
Howard Capital Management Group
California
$1.74M -$19.9K -50 -1%
SBF
1975
Sara-Bay Financial
Florida
$1.74M +$1.64M +4,129 New
77 78
79
80 81