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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2026
WealthBridge Capital Management
Ohio
$334K +$8.23K +33 +3%
FA
2027
Financial Advisors
Massachusetts
$334K – – –
VCM
2028
Virtue Capital Management
Tennessee
$334K – – –
BRM
2029
Boston Research & Management
Massachusetts
$332K – – –
ACA
2030
Anchor Capital Advisors
Massachusetts
$332K – – –
GC
2031
Globeflex Capital
California
$332K – – –
AO
2032
Advisor OS
Illinois
$332K +$48.2K +193 +19%
PL
2033
Parthenon LLC
Kentucky
$330K – – –
CWM
2034
Cornerstone Wealth Management
Missouri
$329K +$38.2K +153 +14%
OAM
2035
Oberweis Asset Management
Illinois
$329K -$39.7K -159 -11%
DIA
2036
Davidson Investment Advisors
Montana
$329K +$305K +1,223 New
FIB
2037
First Interstate Bank
Montana
$328K +$4.99K +20 +2%
RIA
2038
Realta Investment Advisors
Delaware
$328K -$17.5K -70 -5%
HIIFS
2039
Harel Insurance Investments & Financial Services
Israel
$328K +$305K +1,222 New
BW
2040
BIP Wealth
Georgia
$327K +$3.99K +16 +1%
CF
2041
Centaurus Financial
California
$327K +$35.4K +142 +13%
OFG
2042
Omega Financial Group
California
$327K +$3.74K +15 +1%
TIA
2043
Traphagen Investment Advisors
New Jersey
$326K +$8.23K +33 +3%
APC
2044
Asset Planning Corporation
Tennessee
$325K – – –
PCIG
2045
Partners Capital Investment Group
Massachusetts
$323K +$300K +1,202 New
AL
2046
ADE LLC
Maryland
$323K – – –
JCM
2047
Jag Capital Management
Missouri
$323K – – –
CFS
2048
Cannon Financial Strategists
Georgia
$323K +$299K +1,200 New
NRS
2049
Neville Rodie & Shaw
New York
$322K – – –
SBWIC
2050
Schaper Benz & Wise Investment Counsel
Wisconsin
$321K – – –
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