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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1926
WMG Financial Advisors
Tennessee
$255K +$228K +2,003 New
BMCM
1927
Black Maple Capital Management
Wisconsin
$255K -$114K -1,000 -33%
HC
1928
Hourglass Capital
Texas
$255K – – –
SCM
1929
Sage Capital Management
New Jersey
$255K +$1.37K +12 +0.6%
RZH
1930
Relyea Zuckerberg Hanson
Connecticut
$254K +$12.5K +110 +6%
GAM
1931
Gemmer Asset Management
California
$254K +$1.03K +9 +0.5%
JC
1932
JB Capital
Connecticut
$254K +$1.14K +10 +0.5%
PPWM
1933
Paragon Private Wealth Management
Kentucky
$254K +$16.7K +146 +8%
CHAM
1934
Clear Harbor Asset Management
Connecticut
$254K – – –
FIBT
1935
First International Bank & Trust
North Dakota
$253K +$6.5K +57 +3%
BW
1936
BIP Wealth
Georgia
$253K +$227K +1,989 New
EWM
1937
Elevatus Welath Management
New York
$253K +$798 +7 +0.4%
KI
1938
Kapitalo Investimentos
Brazil
$252K -$24.8K -217 -10%
RWG
1939
Ratio Wealth Group
Colorado
$251K – – –
SHGA
1940
Sand Hill Global Advisors
California
$251K -$1.14K -10 -0.5%
4WM
1941
49 Wealth Management
Texas
$251K -$19.8K -174 -8%
HGWM
1942
Horst & Graben Wealth Management
Oregon
$250K +$6.39K +56 +3%
FCM
1943
Fourpath Capital Management
Oklahoma
$250K +$22.9K +201 +11%
MCM
1944
MV Capital Management
Maryland
$248K +$12.5K +110 +6%
TL
1945
Tradewinds LLC
North Carolina
$248K +$222K +1,945 New
HKIMG
1946
Hutchens & Kramer Investment Management Group
Indiana
$247K +$11.5K +101 +6%
BWM
1947
BigSur Wealth Management
Florida
$247K – – –
PGIM
1948
Pacific Global Investment Management
California
$247K -$13.2K -116 -6%
CAGAS
1949
Capital Advisory Group Advisory Services
Minnesota
$243K – – –
IWP
1950
Invenio Wealth Partners
Florida
$243K +$218K +1,911 New
76 77
78
79 80