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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1951
Vermillion Wealth Management
Minnesota
$46.9K – – –
HC
1952
Hoese & Co
Minnesota
$46.9K – – –
PFSC
1953
Peoples Financial Services Corp
Pennsylvania
$46.9K – – –
HDIM
1954
Hanson & Doremus Investment Management
Vermont
$46K – – –
DF
1955
Dunhill Financial
United Kingdom
$45.4K +$456 +1 +1%
MMCM
1956
Murphy & Mullick Capital Management
New York
$44.6K -$1.37K -3 -3%
DIP
1957
DT Investment Partners
Pennsylvania
$44.6K -$9.13K -20 -17%
CWM
1958
CarsonAllaria Wealth Management
Illinois
$43.8K – – –
RAM
1959
Riggs Asset Management
Pennsylvania
$43.6K +$6.85K +15 +19%
CM
1960
Capula Management
Cayman Islands
$43.2K -$185K -406 -82%
CIAM
1961
Caitong International Asset Management
Hong Kong
$43.2K -$89.9K -197 -68%
CI
1962
Clal Insurance
Israel
$43K -$8.22K -18 -17%
AWM
1963
Activest Wealth Management
Florida
$42.7K -$12.3K -27 -23%
HBW
1964
Hazlett, Burt & Watson
West Virginia
$41K – – –
RFG
1965
REAP Financial Group
Texas
$40.8K – – –
VWA
1966
Valued Wealth Advisors
Utah
$38.6K – – –
RWS
1967
Retirement Wealth Solutions
Wisconsin
$38.5K – – –
AW
1968
Avion Wealth
Texas
$38K +$8.67K +19 +31%
JFA
1969
JNBA Financial Advisors
Minnesota
$37.1K – – –
SIC
1970
SJS Investment Consulting
Ohio
$36.3K -$4.11K -9 -10%
MSWA
1971
Marshall & Sterling Wealth Advisors
New York
$35.3K +$456 +1 +1%
AP
1972
Aspect Partners
Virginia
$35.2K -$12.3K -27 -26%
PFG
1973
Putney Financial Group
California
$35.2K – – –
FWM
1974
FSA Wealth Management
Massachusetts
$33.3K -$5.02K -11 -13%
AWM
1975
Abound Wealth Management
Tennessee
$33K +$913 +2 +3%
77 78
79
80 81