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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1951
TCV Trust & Wealth Management
Virginia
$269K -$5.06K -38 -2%
FAG
1952
Fortitude Advisory Group
Washington
$269K +$11.4K +86 +4%
AC
1953
ASB Consultores
Florida
$269K +$31.5K +237 +11%
BBW
1954
Blue Barn Wealth
Utah
$269K +$131K +983 +73%
OR
1955
Olympiad Research
Connecticut
$267K +$307K +2,309 New
A
1956
Astrantus
Cyprus
$266K -$595K -4,471 -66%
PW
1957
Peninsula Wealth
California
$266K +$6.52K +49 +2%
RB
1958
Renasant Bank
Mississippi
$265K +$129K +968 +73%
SIC
1959
Samalin Investment Counsel
New York
$264K +$19.4K +146 +7%
DFG
1960
Demars Financial Group
Washington
$264K +$99.8K +750 +49%
CWM
1961
Connecticut Wealth Management
Connecticut
$263K -$11.8K -89 -4%
AIM
1962
Alhambra Investment Management
Florida
$263K – – –
LCS
1963
Levin Capital Strategies
New York
$263K – – –
SWM
1964
Scissortail Wealth Management
Oklahoma
$263K – – –
CI
1965
Chartist Inc
California
$261K – – –
5L
1966
55I LLC
Massachusetts
$261K -$117K -879 -28%
QC
1967
Quent Capital
New York
$261K -$98.1K -737 -25%
SIM
1968
SSI Investment Management
California
$261K -$2.79K -21 -0.9%
WTB
1969
Washington Trust Bank
Washington
$260K -$38.2K -287 -11%
BHWM
1970
Bar Harbor Wealth Management
New Hampshire
$257K -$314K -2,363 -52%
RBCM
1971
Raub Brock Capital Management
California
$257K +$133K +1,000 +82%
WCM
1972
Wedge Capital Management
North Carolina
$257K +$295K +2,218 New
AA
1973
Argent Advisors
Louisiana
$257K +$295K +2,220 New
DOA
1974
D'Orazio & Associates
Virginia
$256K +$16.4K +123 +6%
FFWM
1975
Future Financial Wealth Management
Ohio
$256K +$80.5K +605 +38%
77 78
79
80 81