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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Sanctuary Wealth Management
Idaho
$133K +$131K +632 New
EBA
2027
Eagle Bay Advisors
New York
$133K -$11.2K -54 -8%
BWP
2028
Baldwin Wealth Partners
Massachusetts
$133K – – –
HS
2029
Horan Securities
United States
$133K +$35.5K +171 +37%
PGAM
2030
Princeton Global Asset Management
New Jersey
$132K – – –
SFCL
2031
Strengthening Families & Communities LLC
Massachusetts
$131K +$129K +620 New
FIA
2032
FNY Investment Advisers
New York
$131K +$129K +622 New
FWM
2033
Focused Wealth Management
New York
$129K -$3.95K -19 -3%
AWM
2034
Avondale Wealth Management
Texas
$127K – – –
GBT
2035
Grove Bank & Trust
Florida
$123K -$13.5K -65 -10%
CBT
2036
CoreFirst Bank & Trust
Kansas
$123K -$38.4K -185 -24%
VCM
2037
Vigilant Capital Management
Maine
$122K – – –
MLA
2038
MB, Levis & Associates
Pennsylvania
$121K +$20.8K +100 +21%
DCM
2039
Dupont Capital Management
Delaware
$118K -$292K -1,405 -72%
SF
2040
Safeguard Financial
Wisconsin
$115K +$114K +549 New
TCA
2041
Trifecta Capital Advisors
Illinois
$115K – – –
SWM
2042
Sugarloaf Wealth Management
Georgia
$114K -$55K -265 -33%
LCM
2043
Logan Capital Management
Pennsylvania
$112K -$1.55M -7,441 -93%
ACM
2044
Antonetti Capital Management
Florida
$112K +$208 +1 +0.2%
RFG
2045
RFP Financial Group
Georgia
$112K +$70.8K +341 +181%
CIA
2046
Cape Investment Advisory
Georgia
$109K +$51.9K +250 +94%
DAM
2047
Delta Asset Management
Tennessee
$109K – – –
SOW
2048
State of Wyoming
Wyoming
$107K +$71K +342 +206%
TFGT
2049
TS Financial Group (TSFG)
Illinois
$106K – – –
DWA
2050
Dougherty Wealth Advisers
Minnesota
$105K – – –
80 81
82
83 84