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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Consultiva Wealth Management
Puerto Rico
$57K – – –
BAM
1952
Bellevue Asset Management
Washington
$56.5K – – –
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$55.6K – – –
CAM
1954
Costello Asset Management
Pennsylvania
$55.1K – – –
TF
1955
Tompkins Financial
New York
$55.1K – – –
HFS
1956
Hughes Financial Services
Virginia
$54.3K -$3.79K -8 -6%
IWP
1957
IAG Wealth Partners
Wisconsin
$53.7K +$29.8K +63 +126%
RWA
1958
Redmont Wealth Advisors
Illinois
$51.8K – – –
IUHSA
1959
Itau Unibanco Holding S.A.
Brazil
$50.8K -$51.1K -108 -50%
HHMI
1960
Howard Hughes Medical Institute
Maryland
$48K -$473 -1 -1%
UCB
1961
United Community Bank
South Carolina
$48K +$16.6K +35 +53%
HC
1962
Hoese & Co
Minnesota
$47.5K – – –
PFSC
1963
Peoples Financial Services Corp
Pennsylvania
$47.5K – – –
SCM
1964
Silvant Capital Management
Georgia
$47.5K – – –
VWM
1965
Vermillion Wealth Management
Minnesota
$47.5K – – –
BOJHT
1966
Bank of Jackson Hole Trust
Wyoming
$47K -$11.8K -25 -20%
MMCM
1967
Murphy & Mullick Capital Management
New York
$46.1K – – –
NWM
1968
Nova Wealth Management
Florida
$45.8K -$4.26K -9 -9%
DF
1969
Dunhill Financial
United Kingdom
$45.6K – – –
DIP
1970
DT Investment Partners
Pennsylvania
$45.1K – – –
WWA
1971
Wealth Watch Advisors
Colorado
$45.1K +$45K +95 New
RWM
1972
Raffa Wealth Management
District of Columbia
$43.7K -$28.4K -60 -39%
HBW
1973
Hazlett, Burt & Watson
West Virginia
$42K – – –
RYIA
1974
Roehl & Yi Investment Advisors
Oregon
$41.9K +$6.13M +12,948 New
RFG
1975
REAP Financial Group
Texas
$41.3K – – –
77 78
79
80 81