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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
BlackDiamond Wealth Management
New York
$268K +$256K +1,152 New
MSA
2027
Marino Stram & Associates
Massachusetts
$267K – – –
AWM
2028
Arista Wealth Management
Nevada
$267K +$274K +1,232 New
HCM
2029
Hengehold Capital Management
Ohio
$266K -$4.23K -19 -2%
UAML
2030
US Asset Management LLC
Pennsylvania
$266K +$1.33K +6 +0.5%
OWP
2031
ORG Wealth Partners
Texas
$266K -$890 -4 -0.3%
PCA
2032
Prosperity Capital Advisors
Ohio
$266K +$10K +45 +4%
RWB
2033
RMR Wealth Builders
New Jersey
$266K -$16.2K -73 -6%
NL
2034
NDWM LLC
California
$266K – – –
QC
2035
Quent Capital
New York
$265K +$10.9K +49 +4%
OFS
2036
Orrstown Financial Services
Pennsylvania
$264K – – –
SFGM
2037
Stonebridge Financial Group (Missouri)
Missouri
$263K -$20K -90 -7%
CDWM
2038
Campbell Deegan Wealth Management
Virginia
$263K +$890 +4 +0.3%
LPFG
2039
Landing Point Financial Group
Ohio
$263K – – –
KAM
2040
Knightsbridge Asset Management
California
$263K +$270K +1,213 New
ACM
2041
Aurdan Capital Management
Pennsylvania
$262K -$1.56K -7 -0.6%
AWG
2042
Altus Wealth Group
Colorado
$262K +$2.45K +11 +0.9%
RI
2043
Ridgewood Investments
New Jersey
$261K – – –
GFA
2044
Gallagher Fiduciary Advisors
Illinois
$261K -$13.6K -61 -5%
EFG
2045
Embree Financial Group
Illinois
$261K -$103K -464 -28%
CT
2046
Colonial Trust
South Carolina
$261K +$23.1K +104 +9%
RI
2047
Rinkey Investments
California
$261K +$8.9K +40 +3%
ONST
2048
Old North State Trust
North Carolina
$260K – – –
JE
2049
Jacobs Equity
Utah
$260K +$267K +1,200 New
SF
2050
Symphony Financial
Texas
$260K +$28K +126 +12%
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