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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1926
Alethea Capital Management
Washington
$334K – – –
RG
1927
Rathbones Group
United Kingdom
$334K – – –
JWM
1928
JGP Wealth Management
Oregon
$334K +$8.93K +85 +3%
APW
1929
Aurora Private Wealth
New Jersey
$333K -$38.7K -368 -10%
RCG
1930
Resource Consulting Group
Florida
$332K – – –
STA
1931
Summit Trail Advisors
New York
$331K -$21.2K -202 -6%
IAP
1932
Indie Asset Partners
Indiana
$331K -$8.93K -85 -3%
KMWM
1933
Keudell/Morrison Wealth Management
Oregon
$331K +$10.7K +102 +3%
FMTC
1934
Farmers & Merchants Trust Company
California
$329K -$84.6K -805 -20%
SWA
1935
Sax Wealth Advisors
New Jersey
$328K – – –
SW
1936
Solidarity Wealth
Utah
$328K +$332K +3,156 New
IUHSA
1937
Itau Unibanco Holding S.A.
Brazil
$328K +$340K +3,239 New
MS
1938
Maven Securities
Jersey
$328K +$341K +3,245 New
WA1
1939
Wimmer Associates 1
California
$327K +$48.8K +465 +17%
SSW
1940
Stone Summit Wealth
Florida
$327K +$339K +3,230 New
KA
1941
Kozak & Associates
Colorado
$326K – – –
HHGA
1942
Halbert Hargrove Global Advisors
California
$325K -$14.4K -137 -4%
RBC
1943
Roble Belko & Company
Pennsylvania
$324K – – –
KWM
1944
Kolinsky Wealth Management
New Jersey
$323K -$24.3K -231 -7%
RCA
1945
Riverview Capital Advisers
Massachusetts
$322K -$2.16M -20,549 -87%
RF
1946
Robbins Farley
New Hampshire
$322K -$10.4K -99 -3%
RG
1947
Renaissance Group
Kentucky
$322K – – –
CBT
1948
Central Bank & Trust
Kentucky
$322K +$23K +219 +7%
BFA
1949
Beaumont Financial Advisors
Massachusetts
$320K -$3.78K -36 -1%
TSWM
1950
Tyler-Stone Wealth Management
Ohio
$319K -$215K -2,042 -39%
76 77
78
79 80