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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1926
PSI Advisors
Florida
$1.26M -$86K -610 -6%
RI
1927
Ridgewood Investments
New Jersey
$1.26M +$664K +4,709 +116%
TF
1928
Trek Financial
Arizona
$1.25M -$75.3K -534 -6%
SG
1929
Somerset Group
Minnesota
$1.25M -$952K -6,755 -44%
SAM
1930
S.A. Mason
Michigan
$1.25M -$75.8K -538 -6%
TM
1931
TigerOak Management
New Mexico
$1.25M -$30.9K -219 -2%
SDAM
1932
Shulman DeMeo Asset Management
New York
$1.25M -$28.8K -204 -2%
LFA
1933
Legacy Financial Advisors
Kentucky
$1.25M -$754K -5,352 -38%
DFC
1934
DB Fitzpatrick & Co
Idaho
$1.25M +$18K +128 +1%
VM
1935
VPR Management
Texas
$1.25M +$705K +5,000 +135%
CB
1936
Centennial Bank
Arkansas
$1.24M +$12.5K +89 +1%
BA
1937
Bridgewater Advisors
New York
$1.24M +$131K +926 +13%
FFWA
1938
FRG Family Wealth Advisors
Washington
$1.24M – – –
MSA
1939
Marino Stram & Associates
Massachusetts
$1.24M +$701K +4,970 +135%
AR
1940
Apeiron RIA
Texas
$1.24M +$32.6K +231 +3%
TCBWMS
1941
Texas Capital Bank Wealth Management Services
Texas
$1.24M +$45.5K +323 +4%
HIIFS
1942
Harel Insurance Investments & Financial Services
Israel
$1.23M -$586K -4,160 -33%
BIM
1943
Baldwin Investment Management
Pennsylvania
$1.23M -$17.6K -125 -1%
WCM
1944
Weik Capital Management
Pennsylvania
$1.23M -$748K -5,305 -38%
RPCONE
1945
Retirement Planning Company of New England
Rhode Island
$1.23M +$49.5K +351 +4%
BW
1946
BXM Wealth
Colorado
$1.23M -$303K -2,151 -20%
EW
1947
Elyxium Wealth
California
$1.22M -$103K -728 -8%
CFO
1948
CVA Family Office
Colorado
$1.22M -$137K -973 -10%
BFC
1949
Bedel Financial Consulting
Indiana
$1.22M +$564 +4 +0%
FRM
1950
Fox Run Management
Connecticut
$1.22M +$1.2M +8,519 New
76 77
78
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