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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1926
Annapolis Financial Services
Maryland
$1.45M +$1.15M +7,983 New
DHFB
1927
Dixon Hubard Feinour & Brown
Virginia
$1.45M – – –
MFG
1928
Monte Financial Group
Connecticut
$1.44M -$19.5K -136 -2%
BFO
1929
Biltmore Family Office
North Carolina
$1.44M -$380K -2,644 -25%
CWP
1930
Capital Wealth Planning
Florida
$1.43M -$107K -747 -8%
VC
1931
Vicus Capital
Pennsylvania
$1.43M -$91.1K -635 -7%
FCA
1932
FLC Capital Advisors
California
$1.43M +$5.74K +40 +0.5%
WA
1933
Wealth Alliance
New York
$1.42M -$428K -2,984 -28%
AWM
1934
Aries Wealth Management
Maine
$1.42M -$43.1K -300 -4%
PG
1935
Proffitt & Goodson
Tennessee
$1.41M -$52K -362 -4%
CA
1936
Claro Advisors
Massachusetts
$1.41M +$33.9K +236 +3%
MPCG
1937
Matrix Private Capital Group
New York
$1.41M +$42.8K +298 +4%
RWP
1938
RWA Wealth Partners
Massachusetts
$1.41M +$194K +1,353 +21%
CSS
1939
Cubist Systematic Strategies
Connecticut
$1.41M -$6.59M -45,880 -85%
SFWC
1940
Strategic Family Wealth Counselors
New Jersey
$1.41M +$11.9K +83 +1%
SWM
1941
Salvus Wealth Management
New Jersey
$1.41M +$1.13M +7,873 New
PNAA
1942
Pictet North America Advisors
Switzerland
$1.4M -$14.4K -100 -1%
CPC
1943
Congress Park Capital
New York
$1.4M -$11.5K -80 -1%
WIC
1944
Woodmont Investment Counsel
Tennessee
$1.39M -$10.8K -75 -1%
GFPC
1945
Global Financial Private Client
Florida
$1.39M +$48.9K +341 +5%
PWA
1946
Providence Wealth Advisors
Illinois
$1.39M +$61K +425 +6%
IWA
1947
Intercontinental Wealth Advisors
Texas
$1.39M +$725K +5,048 +194%
EM
1948
Excalibur Management
Massachusetts
$1.39M -$164K -1,141 -13%
LNWTC
1949
Laird Norton Wetherby Trust Company
Washington
$1.39M +$1.1M +7,649 New
BCA
1950
Berman Capital Advisors
Georgia
$1.38M +$224K +1,560 +26%
76 77
78
79 80