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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2026
Litman Gregory Wealth Management
California
$272K +$36.2K +225 +15%
MPI
2027
Mairs & Power Inc
Minnesota
$271K +$26.5K +165 +11%
RCA
2028
Roberts Capital Advisors
Colorado
$271K – – –
CD
2029
Chapin Davis
Maryland
$271K -$1.7M -10,595 -86%
BFA
2030
Beacon Financial Advisory
Ohio
$270K -$39.1K -243 -13%
LRPA
2031
L. Roy Papp & Associates
Arizona
$270K +$48.3K +300 +22%
CWA
2032
Consilio Wealth Advisors
Washington
$269K -$2.73K -17 -1%
SWP
2033
Significant Wealth Partners
Illinois
$269K +$68.4K +425 +34%
PHIC
2034
Pine Haven Investment Counsel
Massachusetts
$268K +$21.7K +135 +9%
MSRI
2035
Michael S. Ryan Inc
New York
$268K – – –
GHAM
2036
Gilman Hill Asset Management
Connecticut
$268K +$80.4K +500 +43%
NAMNJ
2037
NorthStar Asset Management (New Jersey)
New Jersey
$267K -$322 -2 -0.1%
TCWM
2038
Total Clarity Wealth Management
Illinois
$266K +$26.5K +165 +11%
AFA
2039
American Financial Advisors
Georgia
$265K -$804 -5 -0.3%
SAMC
2040
Spectrum Asset Management (California)
California
$265K +$263K +1,635 New
AFC
2041
AFT Forsyth & Company
Florida
$265K – – –
WFAG
2042
Worth Financial Advisory Group
North Carolina
$264K +$262K +1,626 New
YIA
2043
YHB Investment Advisors
Connecticut
$264K +$15.4K +96 +6%
FWM
2044
Focused Wealth Management
New York
$263K +$37.8K +235 +17%
WC
2045
Wexford Capital
Florida
$262K +$260K +1,617 New
OWA
2046
Outlook Wealth Advisors
Texas
$261K -$10.5K -65 -4%
OPTFSNA
2047
Old Point Trust & Financial Services N A
Virginia
$261K – – –
HA
2048
Herold Advisors
New York
$261K -$7.24K -45 -3%
SA
2049
Strategic Advocates
Utah
$260K -$34.3K -213 -12%
HG
2050
Herbst Group
Connecticut
$260K +$32.5K +202 +14%
80 81
82
83 84