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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1926
Fernwood Investment Management
Massachusetts
$365K – – –
EWM
1927
EPG Wealth Management
Georgia
$361K +$35.4K +109 +11%
FFA
1928
Founders Financial Alliance
North Carolina
$361K +$347K +1,066 New
MWC
1929
MBM Wealth Consultants
Missouri
$360K -$10.4K -32 -3%
SYBT
1930
Stock Yards Bank & Trust
Kentucky
$359K +$59.5K +183 +21%
SIM
1931
Sonora Investment Management
Arizona
$358K +$8.45K +26 +3%
SVWAG
1932
Sound View Wealth Advisors Group
Georgia
$352K – – –
BFWA
1933
Benchmark Financial Wealth Advisors
Florida
$352K +$64.1K +197 +23%
SG
1934
StoneX Group
New York
$351K +$33.5K +103 +11%
MWA
1935
Meridian Wealth Advisors
Texas
$351K +$337K +1,038 New
TI
1936
tru Independence
Oregon
$347K -$140K -432 -30%
ACWM
1937
Adams Chetwood Wealth Management
North Carolina
$347K – – –
CMO
1938
Covenant Multifamily Offices
Texas
$347K +$24.4K +75 +8%
CFO
1939
CVA Family Office
Colorado
$347K +$68.3K +210 +26%
GP
1940
Geneva Partners
Wisconsin
$345K – – –
SDWIA
1941
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K +$4.88K +15 +1%
PW
1942
Price Wealth
Texas
$343K +$311K +958 +1,681%
CP
1943
Coho Partners
Pennsylvania
$341K – – –
GC
1944
Grace Capital
Massachusetts
$338K – – –
TSS
1945
Two Sigma Securities
New York
$337K -$2.46M -7,571 -88%
LF
1946
Lantz Financial
Illinois
$336K +$1.63K +5 +0.5%
HCP
1947
Hexagon Capital Partners
Arkansas
$336K +$378K +1,162 New
CB
1948
Community Bank
New York
$335K +$35.8K +110 +13%
PA
1949
PSI Advisors
Florida
$334K – – –
AFAS
1950
Acorn Financial Advisory Services
Virginia
$332K -$74.8K -230 -19%
76 77
78
79 80