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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1951
Strait & Sound Wealth Management
California
$287K +$40.2K +207 +14%
GWM
1952
Gitterman Wealth Management
New Jersey
$287K +$583 +3 +0.2%
AA
1953
Armis Advisers
Georgia
$287K +$334K +1,721 New
BWM
1954
Birchcreek Wealth Management
Ohio
$285K -$25.8K -133 -7%
DWM
1955
Destination Wealth Management
California
$285K +$11.7K +60 +4%
NFG
1956
Nadler Financial Group
Illinois
$285K -$28.6K -147 -8%
TWP
1957
Triad Wealth Partners
Kansas
$285K -$3.3K -17 -1%
TWP
1958
Tower Wealth Partners
Pennsylvania
$284K +$47K +242 +16%
CG
1959
CFO4Life Group
Texas
$284K -$7.58K -39 -2%
AB
1960
Atlas Brown
Kentucky
$284K +$126K +649 +61%
LSIA
1961
LaSalle St. Investment Advisors
Illinois
$284K +$8.94K +46 +3%
DAM
1962
Draper Asset Management
New York
$284K +$332K +1,709 New
RMC
1963
Ring Mountain Capital
California
$284K +$332K +1,708 New
WCFA
1964
Walkner Condon Financial Advisors
Wisconsin
$283K +$16.7K +86 +5%
FA
1965
Fermata Advisors
California
$283K +$331K +1,704 New
CAS
1966
Coppell Advisory Solutions
Texas
$283K +$39.5K +203 +13%
CCA
1967
Cottonwood Capital Advisors
Utah
$282K -$56.7K -292 -15%
WJA
1968
Willis Johnson & Associates
Texas
$281K +$78.5K +404 +31%
FCM
1969
Fourpath Capital Management
Oklahoma
$280K +$17.7K +91 +6%
GWANC
1970
Guardian Wealth Advisors (North Carolina)
North Carolina
$279K +$17.9K +92 +6%
GWA
1971
Gutierrez Wealth Advisory
Arkansas
$278K +$16.5K +85 +5%
VIP
1972
Viewpoint Investment Partners
Alberta, Canada
$277K +$325K +1,670 New
GIA
1973
Gateway Investment Advisers
Ohio
$276K +$110K +564 +51%
CWM
1974
Chemistry Wealth Management
New York
$275K +$59.5K +306 +23%
AR
1975
Apeiron RIA
Texas
$275K +$4.08K +21 +1%