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Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
1926
Banque Cantonale Vaudoise
Switzerland
$253K -$53K -447 -16%
EPW
1927
Evolve Private Wealth
California
$252K -$618K -5,215 -68%
CWM
1928
Connecticut Wealth Management
Connecticut
$252K -$4.03K -34 -1%
IVP
1929
Intrinsic Value Partners
Arizona
$252K – – –
LCM
1930
Liberty Capital Management
Michigan
$252K +$287K +2,424 New
TPBG
1931
Turning Point Benefit Group
Maryland
$252K +$16.9K +143 +6%
AWM
1932
Aviso Wealth Management
Washington
$251K -$7.7K -65 -3%
4A
1933
4Wealth Advisors
Illinois
$251K -$88.5K -747 -24%
GM
1934
Granger Management
New York
$251K +$286K +2,413 New
MCM
1935
McRae Capital Management
New Jersey
$251K +$8.89K +75 +3%
BHPW
1936
Beverly Hills Private Wealth
California
$251K -$40.5K -342 -12%
SI
1937
Seeds Investor
New York
$250K +$15.8K +133 +6%
BAM
1938
Blueshift Asset Management
New Jersey
$250K +$285K +2,407 New
RTC
1939
Riverview Trust Company
Washington
$250K – – –
S
1940
SimplyRich
California
$250K +$285K +2,405 New
BFWA
1941
Benchmark Financial Wealth Advisors
Florida
$250K +$79.8K +673 +39%
CBUSF
1942
Construction & Building Unions Superannuation Fund
Australia
$250K +$284K +2,400 New
BCM
1943
Becker Capital Management
Oregon
$249K +$34.5K +291 +14%
SC
1944
Schulhoff & Co
Ohio
$249K – – –
OWM
1945
OneAscent Wealth Management
Alabama
$249K -$2.13K -18 -0.7%
HPIA
1946
Hamilton Point Investment Advisors
North Carolina
$249K – – –
CA
1947
Carson Advisory
Georgia
$249K -$3.56K -30 -1%
AAS
1948
Annex Advisory Services
Wisconsin
$249K -$92.6K -781 -25%
AC
1949
Annandale Capital
Texas
$248K – – –
FWTB
1950
First Western Trust Bank
Colorado
$248K -$356 -3 -0.1%
76 77
78
79 80