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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
2026
Caldwell Sutter Capital
California
$527K -$25.7K -87 -5%
ACM
2027
Arcataur Capital Management
Wisconsin
$526K -$19.8K -67 -4%
BAM
2028
Beaumont Asset Management
Texas
$525K
AWG
2029
Altus Wealth Group
Colorado
$525K +$6.5K +22 +1%
CIC
2030
Chilton Investment Company
Connecticut
$524K +$73.8K +250 +17%
AFA
2031
AA Financial Advisors
Ohio
$524K +$497K +1,682 New
CA
2032
Calton & Associates
Florida
$523K +$260K +879 +110%
WCG
2033
Weaver Consulting Group
California
$522K +$10.3K +35 +2%
EGA
2034
Eagle Global Advisors
Texas
$520K
CFA
2035
Capstone Financial Advisors
Illinois
$520K +$886 +3 +0.2%
PAS
2036
PKS Advisory Services
New York
$519K +$28.3K +96 +6%
LF
2037
LifeSteps Financial
California
$518K -$53.4K -181 -10%
KWM
2038
Kaydan Wealth Management
Michigan
$517K
SCA
2039
Stokes Capital Advisors
South Carolina
$516K
DIM
2040
Delta Investment Management
California
$515K +$1.48K +5 +0.3%
BFA
2041
Bill Few Associates
Pennsylvania
$514K -$2.66K -9 -0.5%
MWP
2042
Meriwether Wealth & Planning
Louisiana
$513K +$13K +44 +3%
MEAC
2043
M.E. Allison & Co
Texas
$512K +$45.8K +155 +10%
VCAM
2044
Van Cleef Asset Management
Ohio
$512K -$11.8K -40 -2%
HFS
2045
Hopwood Financial Services
Virginia
$509K +$8.86K +30 +2%
ECAM
2046
East Coast Asset Management
Massachusetts
$507K -$95.1K -322 -17%
CCA
2047
Childress Capital Advisors
Texas
$506K -$27.2K -92 -5%
ACG
2048
Allen Capital Group
Nebraska
$506K +$17.4K +59 +4%
MCM
2049
Monument Capital Management
Virginia
$505K -$36.3K -123 -7%
WA
2050
Wealth Architects
California
$504K +$2.66K +9 +0.6%