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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1951
Altman Advisors
Illinois
$1.59M -$1.93M -5,573 -61%
FWA
1952
Flagship Wealth Advisors
Massachusetts
$1.59M +$143K +412 +13%
MPW
1953
Magnolia Private Wealth
Pennsylvania
$1.59M +$52.7K +152 +4%
DW
1954
Durante & Waters
New York
$1.59M – – –
OGF
1955
Orin Green Financial
California
$1.58M -$69.4K -200 -5%
CWA
1956
Consilio Wealth Advisors
Washington
$1.58M +$37.8K +109 +3%
WIM
1957
Westside Investment Management
California
$1.58M +$108K +311 +10%
AWM
1958
Austin Wealth Management
Texas
$1.58M +$137K +396 +12%
TIA
1959
Tiemann Investment Advisors
California
$1.57M -$61K -176 -5%
EW
1960
Enzi Wealth
Texas
$1.57M -$43.4K -125 -3%
CMA
1961
Cedar Mountain Advisors
Oregon
$1.57M +$270K +779 +28%
VF
1962
Vista Finance
Missouri
$1.57M -$5.2K -15 -0.4%
CF
1963
Claris Financial
Virginia
$1.57M +$80.5K +232 +7%
IHL
1964
Investment House LLC
California
$1.56M +$255K +735 +26%
CH
1965
Canton Hathaway
Rhode Island
$1.56M +$694 +2 +0.1%
NL
1966
NDWM LLC
California
$1.56M +$1.04K +3 +0.1%
RA
1967
Riversedge Advisors
Delaware
$1.56M +$311K +897 +34%
SPI
1968
Sutton Place Investors
New York
$1.55M +$2.77K +8 +0.2%
NS
1969
NBC Securities
Alabama
$1.55M +$27.7K +80 +2%
OL
1970
one8zero8 LLC
North Carolina
$1.55M +$21.5K +62 +2%
MWM
1971
McNaughton Wealth Management
California
$1.55M -$38.8K -112 -3%
MWM
1972
Marietta Wealth Management
Georgia
$1.55M +$33.3K +96 +3%
SB
1973
Sunflower Bank
Texas
$1.55M +$24.6K +71 +2%
CICI
1974
Capital Investment Counsel Inc
North Carolina
$1.55M -$18.7K -54 -2%
ACM
1975
Alpha Capital Management
Texas
$1.54M -$222K -641 -16%
77 78
79
80 81