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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1951
Facet Wealth Inc
Maryland
– -$364K -5,309 Closed
FFB
1952
First Financial Bankshares
Texas
– -$342K -5,247 Closed
BWP
1953
Barlow Wealth Partners
Kentucky
– -$297K -4,548 Closed
TWM
1954
Tanager Wealth Management
United Kingdom
– -$297K -4,548 Closed
HCM
1955
Highview Capital Management
Illinois
– -$293K -4,486 Closed
TNBTD
1956
Trustmark National Bank Trust Department
Mississippi
– -$290K -4,452 Closed
PFPT
1957
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$287K -4,255 Closed
KRW
1958
Kaufman Rossin Wealth
Florida
– -$273K -4,184 Closed
SAF
1959
Smith Anglin Financial
Texas
– -$270K -4,133 Closed
HAM
1960
Hedges Asset Management
Nevada
– -$268K -4,100 Closed
DCM
1961
DGS Capital Management
New Jersey
– -$261K -3,996 Closed
MW
1962
MBL Wealth
North Carolina
– -$259K -3,965 Closed
NCM
1963
Novare Capital Management
North Carolina
– -$256K -3,929 Closed
BFS
1964
Bard Financial Services
Connecticut
– -$255K -3,915 Closed
TSWM
1965
Tyler-Stone Wealth Management
Ohio
– -$255K -3,909 Closed
G
1966
GenTrust
Florida
– -$251K -3,852 Closed
GAM
1967
Griffin Asset Management
New York
– -$251K -3,849 Closed
CWM
1968
Challenger Wealth Management
California
– -$245K -3,750 Closed
SB
1969
Strategic Blueprint
Georgia
– -$245K -3,747 Closed
FFA
1970
Florida Financial Advisors
Florida
– -$244K -3,746 Closed
CWA
1971
Capital Wealth Alliance
Arizona
– -$225K -3,442 Closed
JFG
1972
Jefferies Financial Group
New York
– -$223K -3,417 Closed
MWM
1973
Maridea Wealth Management
New York
– -$221K -3,385 Closed
VCM
1974
Virtue Capital Management
Tennessee
– -$217K -3,331 Closed
HAIM
1975
Hunter Associates Investment Management
Pennsylvania
– -$215K -3,300 Closed
77 78
79
80 81