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Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
1926
United Financial Planning Group
New York
$27.8K – – –
PWAM
1927
Private Wealth Asset Management
Iowa
$26.8K – – –
BDPWM
1928
Barnes Dennig Private Wealth Management
Ohio
$26.1K +$23.8K +75 +2,500%
FMTCOCP
1929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
PG
1930
Proffitt & Goodson
Tennessee
$25.4K – – –
MCA
1931
Maryland Capital Advisors
Maryland
$25.4K +$24.1K +76 New
AG
1932
AmeriFlex Group
Nevada
$25.4K +$9.52K +30 +65%
AV
1933
Aspiring Ventures
Ohio
$25.1K +$23.8K +75 New
HWA
1934
HHM Wealth Advisors
Tennessee
$24.8K +$10.8K +34 +85%
RWM
1935
Raffa Wealth Management
District of Columbia
$23.4K +$951 +3 +4%
MMCM
1936
Murphy & Mullick Capital Management
New York
$23.4K +$22.2K +70 New
AFC
1937
Ares Financial Consulting
California
$23.1K +$6.34K +20 +41%
CB
1938
CNB Bank
Pennsylvania
$22.8K – – –
IWP
1939
IAG Wealth Partners
Wisconsin
$22.4K – – –
FFA
1940
Frazier Financial Advisors
Ohio
$22.4K +$5.39K +17 +34%
Kayne Anderson Rudnick Investment Management
1941
Kayne Anderson Rudnick Investment Management
California
$22.1K +$4.44K +14 +27%
TIAA Trust, National Association
1942
TIAA Trust, National Association
North Carolina
$21.8K -$460K -1,450 -96%
SW
1943
StrongBox Wealth
Missouri
$21.8K +$20.6K +65 New
ABC
1944
Anchor Bay Capital
California
$21.7K +$25.4K +80 New
JGCM
1945
Joseph Group Capital Management
Ohio
$21.4K +$11.7K +37 +137%
RWS
1946
Retirement Wealth Solutions
Wisconsin
$21.1K – – –
CI
1947
CX Institutional
Indiana
$21K +$3.49K +11 +22%
VWA
1948
Valued Wealth Advisors
Utah
$20.1K +$2.22K +7 +13%
AWM
1949
Aberdeen Wealth Management
Illinois
$18.4K +$17.4K +55 New
RWM
1950
Rialto Wealth Management
New York
$17.7K +$7.61K +24 +83%