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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1951
Annex Advisory Services
Wisconsin
$1.57M +$442K +1,073 +34%
CPC
1952
Cadia Private Client
New Jersey
$1.57M
JF
1953
Joule Financial
Kentucky
$1.57M -$37.1K -90 -2%
CI
1954
Ceera Investments
Texas
$1.56M +$1.03M +2,497 +146%
AP
1955
Advisors Preferred
Maryland
$1.56M
EW
1956
Elyxium Wealth
California
$1.56M -$1.65M -4,017 -49%
MFP
1957
Meridian Financial Partners
Virginia
$1.56M +$10.3K +25 +0.6%
IF
1958
Integrity Financial
Wyoming
$1.56M -$144K -350 -8%
UAM
1959
Unison Asset Management
Florida
$1.56M
HCMG
1960
Howard Capital Management Group
California
$1.56M -$28.4K -69 -2%
BFG
1961
Bouchey Financial Group
New York
$1.55M +$140K +339 +8%
UWS
1962
Unique Wealth Strategies
Illinois
$1.55M +$15.2K +37 +0.9%
OPW
1963
Oxler Private Wealth
New York
$1.55M +$25.5K +62 +2%
SFG
1964
SNS Financial Group
Minnesota
$1.55M +$56K +136 +3%
IAAG
1965
Innovative Asset Advisors Group
Connecticut
$1.55M +$1.71M +4,157 New
CPIA
1966
Cornell Pochily Investment Advisors
New York
$1.55M
WCFA
1967
Walkner Condon Financial Advisors
Wisconsin
$1.54M +$161K +392 +10%
AMPWP
1968
Alvarez & Marsal Private Wealth Partners
Florida
$1.53M +$1.45M +3,525 +585%
MWM
1969
McNaughton Wealth Management
California
$1.53M +$192K +467 +13%
RIM
1970
Rockbridge Investment Management
New York
$1.53M -$66.7K -162 -4%
BMC
1971
Beaton Management Company
Massachusetts
$1.53M +$41.2K +100 +2%
WFA
1972
Wellspring Financial Advisors
Ohio
$1.53M -$2.17M -5,265 -20%
TWM
1973
TriaGen Wealth Management
California
$1.52M -$245K -595 -13%
YP
1974
YANKCOM Partnership
South Dakota
$1.52M -$52.3K -127 -3%
PIMG
1975
Patriot Investment Management Group
Tennessee
$1.52M -$129K -313 -7%