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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$55.6K – – –
CAM
1952
Costello Asset Management
Pennsylvania
$55.1K – – –
TF
1953
Tompkins Financial
New York
$55.1K – – –
HFS
1954
Hughes Financial Services
Virginia
$54.3K -$3.79K -8 -6%
IWP
1955
IAG Wealth Partners
Wisconsin
$53.7K +$29.8K +63 +126%
RWA
1956
Redmont Wealth Advisors
Illinois
$51.8K – – –
IUHSA
1957
Itau Unibanco Holding S.A.
Brazil
$50.8K -$51.1K -108 -50%
HHMI
1958
Howard Hughes Medical Institute
Maryland
$48K -$473 -1 -1%
UCB
1959
United Community Bank
South Carolina
$48K +$16.6K +35 +53%
HC
1960
Hoese & Co
Minnesota
$47.5K – – –
PFSC
1961
Peoples Financial Services Corp
Pennsylvania
$47.5K – – –
SCM
1962
Silvant Capital Management
Georgia
$47.5K – – –
VWM
1963
Vermillion Wealth Management
Minnesota
$47.5K – – –
BOJHT
1964
Bank of Jackson Hole Trust
Wyoming
$47K -$11.8K -25 -20%
MMCM
1965
Murphy & Mullick Capital Management
New York
$46.1K – – –
NWM
1966
Nova Wealth Management
Florida
$45.8K -$4.26K -9 -9%
DF
1967
Dunhill Financial
United Kingdom
$45.6K – – –
DIP
1968
DT Investment Partners
Pennsylvania
$45.1K – – –
WWA
1969
Wealth Watch Advisors
Colorado
$45.1K +$45K +95 New
RWM
1970
Raffa Wealth Management
District of Columbia
$43.7K -$28.4K -60 -39%
HBW
1971
Hazlett, Burt & Watson
West Virginia
$42K – – –
RYIA
1972
Roehl & Yi Investment Advisors
Oregon
$41.9K +$6.13M +12,948 New
RFG
1973
REAP Financial Group
Texas
$41.3K – – –
AW
1974
Avion Wealth
Texas
$41K +$3.31K +7 +9%
FWM
1975
FSA Wealth Management
Massachusetts
$40.4K +$6.63K +14 +20%
77 78
79
80 81