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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1951
Revolve Wealth Partners
New Jersey
$261K +$12.1K +53 +4%
BG
1952
Bollard Group
Massachusetts
$261K – – –
LSC
1953
Lesa Sroufe & Co
Washington
$261K – – –
SC
1954
Schulhoff & Co
Ohio
$261K – – –
VAG
1955
VisionPoint Advisory Group
Texas
$260K -$7.29K -32 -2%
SIA
1956
Strategic Investment Advisors
Michigan
$260K +$298K +1,308 New
SFGM
1957
Stonebridge Financial Group (Missouri)
Missouri
$260K +$40.5K +178 +16%
WWM
1958
Wolff Wiese Magana
California
$260K +$239K +1,051 +411%
BPFA
1959
Barnes Pettey Financial Advisors
Mississippi
$260K +$11.4K +50 +4%
PCMNC
1960
Piedmont Capital Management (North Carolina)
North Carolina
$260K +$65.8K +289 +28%
CFO
1961
Cambient Family Office
Michigan
$260K +$48.7K +214 +20%
LWP
1962
LMG Wealth Partners
Louisiana
$259K +$45.5K +200 +18%
RWB
1963
RMR Wealth Builders
New Jersey
$259K +$2.5K +11 +0.9%
SI
1964
Saxon Interests
Texas
$259K +$1.14K +5 +0.4%
KLCM
1965
KG&L Capital Management
Louisiana
$258K -$4.06M -17,826 -93%
BL
1966
Balentine LLC
Georgia
$258K -$2.05K -9 -0.7%
NAMNJ
1967
NorthStar Asset Management (New Jersey)
New Jersey
$258K +$35.3K +155 +14%
1CM
1968
1492 Capital Management
Wisconsin
$257K -$2.73K -12 -0.9%
PL
1969
Perpetual Ltd
Australia
$257K +$68.3K +300 +30%
DC
1970
DeDora Capital
California
$257K +$1.37K +6 +0.5%
AA
1971
Argent Advisors
Louisiana
$257K -$13.2K -58 -4%
HCA
1972
Heck Capital Advisors
Wisconsin
$256K -$3.87K -17 -1%
BFO
1973
Biltmore Family Office
North Carolina
$256K – – –
AC
1974
Annandale Capital
Texas
$255K – – –
SFO
1975
Stokes Family Office
Louisiana
$254K -$80.8K -355 -22%
77 78
79
80 81