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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1951
Wiser Advisor Group
Arizona
$304K +$40.8K +211 +16%
MEG
1952
Millstone Evans Group
Colorado
$304K +$298K +1,538 New
CAS
1953
Coppell Advisory Solutions
Texas
$304K -$581 -3 -0.2%
AWA
1954
Amplius Wealth Advisors
Pennsylvania
$303K -$4.84K -25 -2%
LAM
1955
Lingohr Asset Management
Germany
$302K +$292K +1,509 New
TFP
1956
Tilia Fiduciary Partners
North Carolina
$301K -$1.94K -10 -0.7%
PAMG
1957
Patton Albertson Miller Group
Tennessee
$301K – – –
SSWM
1958
Strait & Sound Wealth Management
California
$301K +$13.7K +71 +5%
FFG
1959
Fiduciary Financial Group
California
$300K -$21.3K -110 -7%
PWW
1960
Pettyjohn Wood & White
Virginia
$299K +$293K +1,515 New
WA
1961
Westfuller Advisors
New York
$299K -$13K -67 -4%
IGGA
1962
Iron Gate Global Advisors
Utah
$299K +$4.64K +24 +2%
MIM
1963
Moseley Investment Management
Florida
$298K -$5.61K -29 -2%
GKWIM
1964
Gerber Kawasaki Wealth & Investment Management
California
$297K +$5.22K +27 +2%
1CP
1965
17 Capital Partners
Arizona
$297K -$968 -5 -0.3%
AWA
1966
AGH Wealth Advisors
Kansas
$297K +$291K +1,502 New
FA
1967
Fortis Advisors
Pennsylvania
$296K -$58.1K -300 -17%
GCIA
1968
Gabelli & Co Investment Advisers
New York
$296K – – –
OPW
1969
Osprey Private Wealth
New York
$296K – – –
AWM
1970
Accurate Wealth Management
Florida
$295K +$42.2K +218 +18%
PCTC
1971
Perkins Coie Trust Company
Washington
$295K – – –
FMC
1972
First Merchants Corp
Indiana
$294K – – –
WRPWM
1973
Werba Rubin Papier Wealth Management
California
$294K -$24K -124 -8%
CP
1974
Clarendon Private
Massachusetts
$294K +$288K +1,488 New
SFG
1975
Sunburst Financial Group
Alabama
$293K – – –