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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1926
MBL Wealth
North Carolina
$231K +$21.8K +251 +11%
VBCG
1927
Valley Brook Capital Group
Pennsylvania
$230K +$3.03K +35 +1%
CI
1928
Corient IA
Florida
$229K – – –
ETS
1929
ESL Trust Services
New York
$229K – – –
CCA
1930
Childress Capital Advisors
Texas
$229K -$18K -208 -8%
MMCM
1931
Murphy & Mullick Capital Management
New York
$229K +$25.8K +298 +13%
BCM
1932
Boltwood Capital Management
California
$229K -$11K -127 -5%
GWP
1933
Gen-Wealth Partners
Michigan
$228K +$14.9K +172 +7%
WAN
1934
Wealth Advisors Northwest
Oregon
$228K – – –
OCPWS
1935
One Charles Private Wealth Services
Massachusetts
$227K -$28K -323 -12%
SO
1936
Sierra Ocean
California
$227K -$3.12K -36 -1%
AF
1937
Atala Financial
California
$227K – – –
SAM
1938
Secure Asset Management
Michigan
$227K +$1.39K +16 +0.7%
JSSH
1939
J. Safra Sarasin Holding
$227K -$68.1K -786 -24%
PJSIMP
1940
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K -$96.9K -1,118 -31%
FF
1941
Foronjy Financial
California
$226K +$214K +2,467 New
FFO
1942
Fortitude Family Office
Arizona
$226K -$13.7K -158 -6%
WAM
1943
Wernau Asset Management
Massachusetts
$225K -$26.6K -307 -11%
TWA
1944
TCI Wealth Advisors
Arizona
$225K -$3.64K -42 -2%
RHJA
1945
Rice Hall James & Associates
California
$224K – – –
AFA
1946
American Financial Advisors
Georgia
$224K -$36.3K -419 -15%
EP
1947
Edgestream Partners
New Jersey
$223K +$211K +2,437 New
APW
1948
Austin Private Wealth
Texas
$223K +$19.2K +221 +10%
WEG
1949
World Equity Group
Illinois
$223K +$2.51K +29 +1%
PCH
1950
PGIM Custom Harvest
New Jersey
$222K -$132K -1,525 -39%
76 77
78
79 80