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Name Holding Trade Value Shares
Change
Change in
Stake
PBF
2026
Petix & Botte Financial
California
$585K -$545K -4,256 -51%
NCM
2027
Northwest Capital Management
Oregon
$584K +$128 +1 +0%
DA
2028
Doliver Advisors
Texas
$583K -$360K -2,816 -39%
ZIG
2029
Zullo Investment Group
Pennsylvania
$583K +$530K +4,141 New
CAMG
2030
CWA Asset Management Group
Florida
$582K +$98.3K +768 +23%
QPW
2031
Quantum Private Wealth
Florida
$582K +$530K +4,139 New
CA
2032
Calton & Associates
Florida
$581K -$198K -1,550 -27%
CCT
2033
Capital City Trust
Florida
$579K
CL
2034
COWA LLC
Oklahoma
$579K
AIM
2035
Acropolis Investment Management
Missouri
$579K +$10.8K +84 +2%
RIA
2036
Richwood Investment Advisors
Ohio
$579K +$526K +4,111 New
JSW
2037
Journey Strategic Wealth
New Jersey
$578K +$525K +4,104 New
SA
2038
Sicart Associates
New York
$577K
BCCM
2039
Bridge Creek Capital Management
Massachusetts
$575K
GWM
2040
GDS Wealth Management
Texas
$575K +$523K +4,083 New
TCBWMS
2041
Texas Capital Bank Wealth Management Services
Texas
$573K +$7.68K +60 +1%
PA
2042
Procyon Advisors
Connecticut
$572K -$10.5K -82 -2%
CFS
2043
Cannon Financial Strategists
Georgia
$572K
SIC
2044
Sigma Investment Counselors
Michigan
$571K
PFP
2045
Paragon Financial Partners
California
$570K +$518K +4,047 New
FWSM
2046
First Wilshire Securities Management
California
$568K
AP
2047
Atwood & Palmer
Missouri
$568K +$1.54K +12 +0.3%
NCM
2048
Nelson Capital Management
California
$567K
OPOWM
2049
One Plus One Wealth Management
Florida
$566K
TSS
2050
Two Sigma Securities
New York
$563K -$39.2K -306 -7%