Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2026
Congress Park Capital
New York
$586K – – –
PBF
2027
Petix & Botte Financial
California
$585K -$545K -4,256 -51%
NCM
2028
Northwest Capital Management
Oregon
$584K +$128 +1 +0%
DA
2029
Doliver Advisors
Texas
$583K -$360K -2,816 -39%
ZIG
2030
Zullo Investment Group
Pennsylvania
$583K +$530K +4,141 New
CAMG
2031
CWA Asset Management Group
Florida
$582K +$98.3K +768 +23%
QPW
2032
Quantum Private Wealth
Florida
$582K +$530K +4,139 New
CA
2033
Calton & Associates
Florida
$581K -$198K -1,550 -27%
CCT
2034
Capital City Trust
Florida
$579K – – –
CL
2035
COWA LLC
Oklahoma
$579K – – –
AIM
2036
Acropolis Investment Management
Missouri
$579K +$10.8K +84 +2%
RIA
2037
Richwood Investment Advisors
Ohio
$579K +$526K +4,111 New
JSW
2038
Journey Strategic Wealth
New Jersey
$578K +$525K +4,104 New
SA
2039
Sicart Associates
New York
$577K – – –
BCCM
2040
Bridge Creek Capital Management
Massachusetts
$575K – – –
GWM
2041
GDS Wealth Management
Texas
$575K +$523K +4,083 New
TCBWMS
2042
Texas Capital Bank Wealth Management Services
Texas
$573K +$7.68K +60 +1%
PA
2043
Procyon Advisors
Connecticut
$572K -$10.5K -82 -2%
CFS
2044
Cannon Financial Strategists
Georgia
$572K – – –
SIC
2045
Sigma Investment Counselors
Michigan
$571K – – –
PFP
2046
Paragon Financial Partners
California
$570K +$518K +4,047 New
FWSM
2047
First Wilshire Securities Management
California
$568K – – –
AP
2048
Atwood & Palmer
Missouri
$568K +$1.54K +12 +0.3%
NCM
2049
Nelson Capital Management
California
$567K – – –
OPOWM
2050
One Plus One Wealth Management
Florida
$566K – – –