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Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
1926
Campbell Newman Asset Management
Wisconsin
$255K – – –
SWMP
1927
Signature Wealth Management Partners
New Jersey
$255K – – –
OFO
1928
OneAscent Family Office
Alabama
$255K +$290K +2,451 New
GKWIM
1929
Gerber Kawasaki Wealth & Investment Management
California
$254K -$22.5K -190 -7%
SWM
1930
SpringVest Wealth Management
Texas
$254K -$119 -1 -0%
ATWA
1931
Arbor Trust Wealth Advisors
Michigan
$254K -$30.2K -255 -9%
BIA
1932
Beacon Investment Advisors
Maryland
$254K +$356 +3 +0.1%
MCM
1933
Monarch Capital Management
Indiana
$253K – – –
TF
1934
Threadgill Financial
Texas
$253K +$13.9K +117 +5%
MIM
1935
MTM Investment Management
South Carolina
$253K – – –
BCV
1936
Banque Cantonale Vaudoise
Switzerland
$253K -$53K -447 -16%
EPW
1937
Evolve Private Wealth
California
$252K -$618K -5,215 -68%
CWM
1938
Connecticut Wealth Management
Connecticut
$252K -$4.03K -34 -1%
IVP
1939
Intrinsic Value Partners
Arizona
$252K – – –
LCM
1940
Liberty Capital Management
Michigan
$252K +$287K +2,424 New
TPBG
1941
Turning Point Benefit Group
Maryland
$252K +$16.9K +143 +6%
AWM
1942
Aviso Wealth Management
Washington
$251K -$7.7K -65 -3%
4A
1943
4Wealth Advisors
Illinois
$251K -$88.5K -747 -24%
GM
1944
Granger Management
New York
$251K +$286K +2,413 New
MCM
1945
McRae Capital Management
New Jersey
$251K +$8.89K +75 +3%
BHPW
1946
Beverly Hills Private Wealth
California
$251K -$40.5K -342 -12%
SI
1947
Seeds Investor
New York
$250K +$15.8K +133 +6%
BAM
1948
Blueshift Asset Management
New Jersey
$250K +$285K +2,407 New
RTC
1949
Riverview Trust Company
Washington
$250K – – –
S
1950
SimplyRich
California
$250K +$285K +2,405 New
76 77
78
79 80