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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Atticus Wealth Management
Florida
$465K -$651K -3,732 -63%
JMF
1952
Johnson Midwest Financial
Iowa
$465K – – –
EWP
1953
Engrave Wealth Partners
Texas
$464K +$504K +2,889 New
TVAMP
1954
Tennessee Valley Asset Management Partners
Tennessee
$463K +$390K +2,233 New
WA
1955
Wealthstream Advisors
New York
$463K +$83K +476 +27%
EBA
1956
Eagle Bay Advisors
New York
$463K +$166K +949 +74%
FFA
1957
Founders Financial Alliance
North Carolina
$463K +$64.4K +369 +19%
CC
1958
Cadinha & Co
Hawaii
$462K -$10.5K -60 -3%
WC
1959
Weil Company
California
$461K +$2.09K +12 +0.5%
SHFA
1960
SS&H Financial Advisors
Michigan
$461K +$43.6K +250 +13%
W
1961
WealthOne
New York
$460K +$5.93K +34 +2%
CWP
1962
Curated Wealth Partners
California
$459K +$11K +63 +3%
AAM
1963
Aureus Asset Management
Massachusetts
$458K – – –
FWA
1964
FSM Wealth Advisors
Ohio
$458K +$385K +2,207 New
BWM
1965
Boyd Wealth Management
California
$456K – – –
LRIA
1966
Leonard Rickey Investment Advisors
Washington
$456K +$384K +2,199 New
RCS
1967
Retirement Capital Strategies
California
$453K +$2.97K +17 +0.8%
NJBEST
1968
New Jersey Better Educational Savings Trust
New Jersey
$451K – – –
SIA
1969
SkyView Investment Advisors
New Jersey
$451K +$379K +2,172 New
GT
1970
Glenview Trust
Kentucky
$450K -$30.9K -177 -8%
FCM
1971
Firestone Capital Management
Florida
$450K +$1.22K +7 +0.3%
MHWM
1972
Montz Harcus Wealth Management
Louisiana
$450K -$105K -602 -22%
BCM
1973
Barden Capital Management
Texas
$449K +$33K +189 +10%
RSA
1974
River Street Advisors
Illinois
$449K +$872 +5 +0.2%
TFM
1975
TFC Financial Management
Massachusetts
$449K +$36.3K +208 +11%
77 78
79
80 81