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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
Heritage Wealth Advisors
Virginia
$2.85M -$250K -2,526 -7%
SMC
2027
Smith, Moore & Co
Missouri
$2.85M +$356K +3,600 +12%
DBRC
2028
D.B. Root & Company
Pennsylvania
$2.85M +$749K +7,583 +29%
DLG
2029
Daniel L. Goodwin
$2.84M -$770K -7,800 -19%
AHB
2030
Abner Herrman & Brock
New Jersey
$2.84M +$314K +3,183 +10%
GA
2031
GraniteShares Advisors
New York
$2.82M -$351K -3,549 -10%
AMC
2032
Asset Management Corp
Illinois
$2.82M +$218K +2,207 +7%
LCC
2033
Lincoln Capital Corp
Rhode Island
$2.82M -$572K -5,787 -15%
WAG
2034
Winthrop Advisory Group
Massachusetts
$2.82M +$176K +1,784 +6%
IP
2035
Ignite Planners
California
$2.82M +$1.52M +15,392 +127%
HLCM
2036
Hickory Lane Capital Management
New York
$2.81M +$148K +1,500 +5%
NME
2037
Notis-McConarty Edward
$2.81M -$9.88K -100 -0.3%
HWA
2038
HCR Wealth Advisors
California
$2.81M -$143K -1,449 -4%
GBWM
2039
Granite Bay Wealth Management
New Hampshire
$2.81M -$97K -982 -3%
SW
2040
Signify Wealth
Missouri
$2.81M +$594K +6,015 +22%
BCCM
2041
Bridge Creek Capital Management
Massachusetts
$2.8M +$439K +4,442 +15%
BCMLT
2042
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.8M +$515K +5,210 +19%
OQS
2043
Occudo Quantitative Strategies
Florida
$2.79M +$3.29M +33,261 New
MS
2044
Marshall & Sullivan
Washington
$2.79M +$317K +3,205 +11%
WEO
2045
William E. Oberndorf
$2.79M +$3.28M +33,200 New
IC
2046
Inscription Capital
Texas
$2.79M +$70.6K +715 +2%
WHCI
2047
W.H. Cornerstone Investments
Massachusetts
$2.78M +$410K +4,148 +17%
ANB
2048
Amarillo National Bank
Texas
$2.78M – – –
FFA
2049
Founders Financial Alliance
North Carolina
$2.77M -$182K -1,840 -5%
BLC
2050
Brown, Lisle/Cummings
Rhode Island
$2.76M +$38K +385 +1%
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