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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1926
Revolve Wealth Partners
New Jersey
$201K +$205K +1,255 New
MAFA
1927
MJT & Associates Financial Advisory
Minnesota
$201K – – –
TWM
1928
TriaGen Wealth Management
California
$201K +$205K +1,254 New
NSB
1929
Norway Savings Bank
Maine
$200K +$205K +1,251 New
KFS
1930
Kurt F. Somerville
$200K +$204K +1,250 New
CW
1931
CrossGen Wealth
North Carolina
$199K +$203K +1,241 New
FDCP
1932
Foster Dykema Cabot & Partners
Massachusetts
$196K -$38.9K -238 -16%
FFA
1933
Frazier Financial Advisors
Ohio
$196K -$22.7K -139 -10%
CJ
1934
Caitlin John
Michigan
$195K -$125K -765 -39%
BWL
1935
Bogart Wealth LLC
Virginia
$194K -$2.29K -14 -1%
TFA
1936
Transamerica Financial Advisors
Florida
$192K -$68.7K -420 -26%
FC
1937
Financial Consulate
Maryland
$187K -$13.9K -85 -7%
MIA
1938
MeadowBrook Investment Advisors
Michigan
$185K – – –
OWP
1939
ORG Wealth Partners
Texas
$183K -$3.6K -22 -2%
AAG
1940
Armstrong Advisory Group
Massachusetts
$180K -$3.11K -19 -2%
BAM
1941
Byrne Asset Management
New Jersey
$179K – – –
RTC
1942
Riverview Trust Company
Washington
$178K – – –
HC
1943
Hoese & Co
Minnesota
$176K – – –
PP
1944
Pingora Partners
Wyoming
$176K – – –
Cohen & Steers
1945
Cohen & Steers
New York
$176K – – –
BHWM
1946
Beaird Harris Wealth Management
Texas
$174K -$3.6K -22 -2%
HIC
1947
Hamrick Investment Counsel
Washington
$171K +$174K +1,065 New
BWM
1948
Bullock Wealth Management
Indiana
$169K +$491 +3 +0.3%
CB
1949
Community Bank
New York
$168K – – –
NL
1950
NKCFO LLC
Illinois
$168K – – –