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Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1951
1776 Wealth
Georgia
$353K +$1.32K +8 +0.4%
AWA
1952
Aaron Wealth Advisors
Illinois
$353K +$69.4K +421 +25%
KFA
1953
Krane Funds Advisors
New York
$352K -$282K -1,710 -45%
WI
1954
Wedgewood Investors
Pennsylvania
$352K – – –
KM
1955
Kalos Management
Georgia
$351K +$6.76K +41 +2%
SIAG
1956
Signet Investment Advisory Group
Rhode Island
$350K – – –
FPB
1957
First PREMIER Bank
South Dakota
$349K – – –
PCWA
1958
Pacific Capital Wealth Advisors
California
$349K +$7.09K +43 +2%
MWA
1959
Monograph Wealth Advisors
California
$349K +$345K +2,092 New
PGA
1960
Portland Global Advisors
Maine
$346K -$28.9K -175 -8%
CFO
1961
CVA Family Office
Colorado
$346K +$298K +1,807 +667%
CWM
1962
Cahaba Wealth Management
Georgia
$345K +$3.96K +24 +1%
FM
1963
Foster & Motley
Ohio
$345K +$5.28K +32 +2%
BFO
1964
Biltmore Family Office
North Carolina
$342K +$165 +1 +0%
ODG
1965
O'Dell Group
Ohio
$342K +$165 +1 +0%
RM
1966
Resource Management
Louisiana
$342K +$5.44K +33 +2%
PD
1967
Planning Directions
Pennsylvania
$342K +$16.7K +101 +5%
BFM
1968
Boothbay Fund Management
New York
$341K +$337K +2,045 New
JHCP
1969
Jackson Hole Capital Partners
Oklahoma
$340K -$50.5K -306 -13%
BOPW
1970
Brandywine Oak Private Wealth
Pennsylvania
$340K -$17.3K -105 -5%
VFP
1971
Verus Financial Partners
Virginia
$340K – – –
HZ
1972
Hixon Zuercher
Ohio
$338K +$495 +3 +0.1%
HCM
1973
HMS Capital Management
Tennessee
$338K +$825 +5 +0.2%
CRI
1974
Colonial River Investments
Virginia
$336K -$1.46M -8,880 -81%
PP
1975
PrairieView Partners
Minnesota
$336K – – –
77 78
79
80 81