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Name Holding Trade Value Shares
Change
Change in
Stake
ORC
2026
O'Rourke & Company
Massachusetts
$313K +$7.51K +28 +2%
GFP
2027
Gryphon Financial Partners
Ohio
$313K -$9.92K -37 -3%
BRM
2028
Boston Research & Management
Massachusetts
$311K
CS
2029
Cannell & Spears
New York
$311K
CRWM
2030
Castle Rock Wealth Management
California
$310K +$42.4K +158 +15%
AIA
2031
Alera Investment Advisors
Illinois
$309K -$60.9K -227 -16%
TFP
2032
Tilia Fiduciary Partners
North Carolina
$309K +$536 +2 +0.2%
PL
2033
Parthenon LLC
Kentucky
$309K
IBOK
2034
Independence Bank of Kentucky
Kentucky
$309K -$85.8K -320 -21%
WA
2035
Waterford Advisors
New York
$309K +$316K +1,178 New
ACM
2036
Alethea Capital Management
Washington
$309K
SA
2037
Shilanski & Associates
Alaska
$308K -$215K -802 -41%
AAM
2038
Aureus Asset Management
Massachusetts
$308K +$315K +1,174 New
THWM
2039
Taylor Hoffman Wealth Management
Virginia
$308K -$13.4K -50 -4%
HCA
2040
Harbour Capital Advisors
Virginia
$307K -$13.4K -50 -4%
EWM
2041
Endurance Wealth Management
Rhode Island
$307K +$804 +3 +0.3%
HCM
2042
Highview Capital Management
Illinois
$307K
SQA
2043
Simon Quick Advisors
New Jersey
$306K +$313K +1,166 New
SAM
2044
SignalPoint Asset Management
Missouri
$306K -$21.2K -79 -6%
SSW
2045
Smith Shellnut Wilson
Mississippi
$306K
FEM
2046
Fulcrum Equity Management
Texas
$306K +$20.6K +77 +7%
CFO
2047
Capitol Family Office
Oregon
$305K
EP
2048
Eudaimonia Partners
Tennessee
$304K -$30K -112 -9%
FCT
2049
First Community Trust
Iowa
$304K +$16.9K +63 +6%
LTI
2050
Laffer Tengler Investments
Tennessee
$303K -$138K -514 -31%