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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2051
Summit Wealth Partners
Florida
$242K +$251K +5,484 New
SP
2052
Stonebrook Private
Michigan
$242K +$251K +5,481 New
PWW
2053
Pettyjohn Wood & White
Virginia
$242K – – –
CSPIA
2054
Cary Street Partners Investment Advisory
Virginia
$241K +$11.6K +254 +5%
3IP
2055
3Chopt Investment Partners
Virginia
$241K +$251K +5,470 New
HWM
2056
HBE Wealth Management
Nebraska
$241K -$57.9K -1,263 -19%
FP
2057
Financial Perspectives
Minnesota
$240K +$45.8K +1,000 +22%
E
2058
EntreWealth
Texas
$240K +$250K +5,446 New
TWP
2059
Tyche Wealth Partners
Texas
$240K +$249K +5,435 New
SEIA
2060
Signature Estate & Investment Advisors
California
$239K -$293K -6,395 -54%
LFG
2061
Lazard Frères Gestion
France
$239K – – –
LCM
2062
Leisure Capital Management
California
$238K -$6.65K -145 -3%
MWM
2063
Madrid Wealth Management
New Mexico
$238K +$247K +5,389 New
HIF
2064
Hill Island Financial
Michigan
$238K +$247K +5,387 New
ACA
2065
Arsenal Capital Advisors
Pennsylvania
$238K +$247K +5,384 New
BHPW
2066
Beverly Hills Private Wealth
California
$238K +$247K +5,383 New
TC
2067
Truvestments Capital
Florida
$237K – – –
VIPI
2068
Vista Investment Partners II
Indiana
$237K -$13.2K -289 -5%
AFO
2069
Arrowroot Family Office
California
$236K -$7.29K -159 -3%
AFAS
2070
Acorn Financial Advisory Services
Virginia
$236K +$245K +5,349 New
TA
2071
Tactive Advisors
Florida
$236K -$129K -2,812 -34%
CCG
2072
Chatham Capital Group
Georgia
$235K +$245K +5,336 New
WAM
2073
Walker Asset Management
Missouri
$235K +$244K +5,333 New
RWP
2074
Revolve Wealth Partners
New Jersey
$235K +$244K +5,328 New
AA
2075
Aire Advisors
California
$235K -$110K -2,396 -31%
81 82
83
84 85