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Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1951
State of Wyoming
Wyoming
$256K -$5.5K -47 -2%
ACM
1952
AUA Capital Management
Pennsylvania
$256K – – –
PHAM
1953
Palisades Hudson Asset Management
Florida
$256K – – –
TW
1954
TrinityPoint Wealth
Connecticut
$255K +$2.81K +24 +1%
WDL
1955
Well Done LLC
Michigan
$254K +$14.1K +120 +5%
MS
1956
Maven Securities
Jersey
$253K -$76.5K -653 -22%
EIP
1957
Ellis Investment Partners
Pennsylvania
$253K +$234 +2 +0.1%
KF
1958
Krilogy Financial
Missouri
$253K +$11.1K +95 +4%
CC
1959
Copperleaf Capital
North Carolina
$252K -$11.6K -99 -4%
MS
1960
Mizuho Securities
Japan
$252K +$261K +2,227 +3,840%
NFSG
1961
Newbridge Financial Services Group
Florida
$251K +$6.21K +53 +2%
KA
1962
Klingman & Associates
New York
$251K +$266K +2,271 New
AI
1963
ArchPoint Investors
Florida
$251K +$266K +2,272 New
MIM
1964
Meridiem Investment Management
United Kingdom
$250K +$265K +2,265 New
UBV
1965
United Bank (Virginia)
Virginia
$248K – – –
FNC
1966
First National Corp
Massachusetts
$248K +$263K +2,245 New
BFS
1967
Bickling Financial Services
Massachusetts
$247K -$78.8K -673 -23%
EWA
1968
Evolution Wealth Advisors
Florida
$247K – – –
MIAS
1969
Mason Investment Advisory Services
Virginia
$245K – – –
VAG
1970
VisionPoint Advisory Group
Texas
$245K -$77K -658 -24%
RB
1971
Renasant Bank
Mississippi
$245K -$9.72K -83 -4%
SAA
1972
Southeast Asset Advisors
Georgia
$245K +$2.69K +23 +1%
ATFA
1973
All Terrain Financial Advisors
Minnesota
$244K – – –
AIS
1974
AM Investment Strategies
Tennessee
$244K +$351 +3 +0.1%
SG
1975
StoneX Group
New York
$243K -$135K -1,153 -34%
77 78
79
80 81