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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1951
Cerro Pacific Wealth Advisors
California
$954K +$3.44K +10 +0.4%
AWM
1952
Ariadne Wealth Management
California
$954K +$32.3K +94 +3%
WWM
1953
WJ Wealth Management
Arizona
$952K +$40.3K +117 +4%
BPW
1954
BlueDoor Private Wealth
Massachusetts
$946K +$101K +293 +12%
JGC
1955
J. Goldman & Co
New York
$946K +$964K +2,800 New
FMWA
1956
Forvis Mazars Wealth Advisors
Missouri
$945K +$23.1K +67 +2%
GWM
1957
Gibbs Wealth Management
Georgia
$943K +$600K +1,743 +166%
KW
1958
Keyvantage Wealth
Pennsylvania
$940K -$5.16K -15 -0.5%
APP
1959
Avantax Planning Partners
Iowa
$939K -$36.8K -107 -4%
BWM
1960
Baron Wealth Management
Michigan
$937K -$38.5K -112 -4%
EWM
1961
Elevatus Welath Management
New York
$935K +$50.9K +148 +6%
HWA
1962
Heritage Wealth Advisors
Virginia
$934K +$70.9K +206 +8%
LWL
1963
Leo Wealth LLC
Texas
$934K +$102K +296 +12%
VCWM
1964
Vista Cima Wealth Management
Arizona
$933K -$2.41K -7 -0.3%
HFP
1965
Holistic Financial Partners
Indiana
$933K +$31.3K +91 +3%
PFBT
1966
Parkside Financial Bank & Trust
Missouri
$932K +$113K +329 +14%
AZ
1967
Alpha Zero
Florida
$930K -$46.1K -134 -5%
PP
1968
Patten & Patten
Tennessee
$930K -$34.4K -100 -4%
PWMG
1969
Pinnacle Wealth Management Group
Michigan
$929K
GIA
1970
Gateway Investment Advisers
Ohio
$927K -$469K -1,363 -33%
EWM
1971
Elmwood Wealth Management
California
$925K +$25.8K +75 +3%
TSMHT
1972
Thurston Springer Miller Herd & Titak
Indiana
$923K +$166K +482 +21%
IP
1973
Ignite Planners
California
$921K
ZF
1974
Zhang Financial
Michigan
$921K +$271K +787 +41%
CT
1975
Chicago Trust
Illinois
$919K -$931K -2,705 -50%