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Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
2026
US Asset Management LLC
Pennsylvania
$244K -$3.42K -15 -1%
CWM
2027
Connecticut Wealth Management
Connecticut
$243K -$64.9K -285 -19%
MW
2028
Marks Wealth
Maryland
$243K – – –
OFS
2029
Orrstown Financial Services
Pennsylvania
$243K – – –
ACM
2030
Aurdan Capital Management
Pennsylvania
$242K +$1.59K +7 +0.6%
LPFG
2031
Landing Point Financial Group
Ohio
$242K – – –
SLWA
2032
San Luis Wealth Advisors
California
$242K +$12.1K +53 +5%
MWM
2033
Marietta Wealth Management
Georgia
$242K +$24.1K +106 +10%
WIM
2034
Warwick Investment Management
Texas
$242K -$21.6K -95 -7%
SW
2035
SkyOak Wealth
Michigan
$241K +$276K +1,212 New
FFA
2036
Fragasso Financial Advisors
Pennsylvania
$241K +$259K +1,136 New
CDWM
2037
Campbell Deegan Wealth Management
Virginia
$241K +$3.42K +15 +1%
WDC
2038
Woodward Diversified Capital
California
$240K – – –
RI
2039
Ridgewood Investments
New Jersey
$240K +$275K +1,206 New
CWS
2040
Cypress Wealth Services
California
$240K +$33.2K +146 +14%
FTC
2041
Farmers Trust Company
Ohio
$240K – – –
ONST
2042
Old North State Trust
North Carolina
$239K +$2.96K +13 +1%
AWG
2043
Altus Wealth Group
Colorado
$239K – – –
GIP
2044
Greatmark Investment Partners
Georgia
$239K – – –
FSA
2045
Financial Sense Advisors
California
$239K +$273K +1,200 New
HCM
2046
Hollencrest Capital Management
California
$238K -$12.5K -55 -4%
RPWA
2047
Regent Peak Wealth Advisors
Georgia
$238K +$59K +259 +28%
GGS
2048
Galvin Gaustad & Stein
Arizona
$237K -$5.69K -25 -2%
PFM
2049
Patton Fund Management
Texas
$237K +$21.6K +95 +9%
ACGA
2050
Atlanta Consulting Group Advisors
Georgia
$236K +$911 +4 +0.3%
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