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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Settian Capital
New York
$13.7M – – –
FCA
2027
FLC Capital Advisors
California
$13.6M +$280K +1,518 +2%
LAM
2028
L2 Asset Management
Massachusetts
$13.6M +$13M +70,313 +12,646%
OWA
2029
ORBA Wealth Advisors
Illinois
$13.6M +$13.1M +70,812 New
SFA
2030
Souders Financial Advisors
Ohio
$13.6M -$1.14M -6,188 -8%
MWA
2031
Moser Wealth Advisors
Washington
$13.6M -$238K -1,290 -2%
IWA
2032
IVC Wealth Advisors
Pennsylvania
$13.6M -$298K -1,614 -2%
NME
2033
Notis-McConarty Edward
$13.6M -$697K -3,777 -5%
SFS
2034
Summit Financial Strategies
Ohio
$13.6M -$111K -601 -0.8%
SC
2035
Solstein Capital
California
$13.6M +$5.36K +29 +0%
BWA
2036
Blodgett Wealth Advisors
California
$13.6M -$99K -536 -0.8%
BIM
2037
Baldwin Investment Management
Pennsylvania
$13.6M +$298K +1,614 +2%
GU
2038
Georgetown University
District of Columbia
$13.6M +$16.2K +88 +0.1%
PDL
2039
Portfolio Design Labs
California
$13.6M +$13M +70,467 New
AA
2040
Auxano Advisors
Washington
$13.6M +$4.38M +23,724 +51%
KA
2041
KLCM Advisors
Wisconsin
$13.6M +$2.32M +12,574 +22%
APWM
2042
Argonautica Private Wealth Management
Massachusetts
$13.6M -$1.13M -6,104 -8%
LWMM
2043
Legacy Wealth Management (Mississippi)
Mississippi
$13.6M -$97.9K -530 -0.7%
PFWA
2044
Paces Ferry Wealth Advisors
Georgia
$13.6M -$289K -1,564 -2%
EF
2045
Exeter Financial
Arizona
$13.5M +$4.58M +24,813 +52%
CAS
2046
Coppell Advisory Solutions
Texas
$13.5M +$9.47M +51,274 +273%
DAM
2047
Doheny Asset Management
California
$13.5M -$2.73M -14,773 -17%
GFPC
2048
Global Financial Private Client
Florida
$13.5M +$289K +1,564 +2%
MC
2049
Mathes Company
New York
$13.5M -$331K -1,790 -2%
SDAM
2050
Shulman DeMeo Asset Management
New York
$13.5M +$77.9K +422 +0.6%
80 81
82
83 84