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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1951
Cedar Mountain Advisors
Oregon
$481K -$19.5K -100 -4%
PP
1952
Patron Partners
Texas
$481K +$33.8K +173 +7%
VBFG
1953
Vishria Bird Financial Group
Tennessee
$480K +$13.9K +71 +3%
PAI
1954
Pittenger & Anderson Inc
Nebraska
$480K -$145K -741 -21%
RA
1955
Rise Advisors
New York
$479K +$283K +1,448 +113%
IFAM
1956
Institutional & Family Asset Management
Colorado
$479K +$210K +1,077 +65%
BFM
1957
Boston Financial Management
Massachusetts
$479K – – –
SA
1958
SRH Advisors
Kansas
$479K – – –
EWM
1959
EPG Wealth Management
Georgia
$479K +$17.6K +90 +3%
IB
1960
Iyo Bank
Japan
$478K +$262K +1,340 +97%
FGA
1961
Fortis Group Advisors
New Jersey
$477K -$131K -668 -20%
DAM
1962
Doheny Asset Management
California
$477K – – –
M
1963
MYeCFO
California
$476K +$207K +1,061 +64%
ERIM
1964
Eagle Ridge Investment Management
Connecticut
$475K – – –
RCM
1965
Raleigh Capital Management
North Carolina
$475K +$215K +1,099 +68%
EIG
1966
Ellenbecker Investment Group
Wisconsin
$475K -$43.6K -223 -8%
IWS
1967
Insight Wealth Strategies
California
$475K +$4.49K +23 +0.9%
RIM
1968
RW Investment Management
Idaho
$474K -$4.3K -22 -0.8%
ACG
1969
Allen Capital Group
Nebraska
$474K +$91.6K +469 +21%
CWMU
1970
Caliber Wealth Management (Utah)
Utah
$471K +$37.7K +193 +8%
SCM
1971
Sitrin Capital Management
California
$470K -$3.09M -15,810 -86%
LGA
1972
Lebenthal Global Advisors
New York
$469K -$40.2K -206 -7%
VC
1973
Veracity Capital
Georgia
$469K -$19.1K -98 -4%
CWM
1974
Chesapeake Wealth Management
Virginia
$468K – – –
S4W
1975
Solutions 4 Wealth
Texas
$468K +$128K +656 +33%
77 78
79
80 81