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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2026
Strategic Financial Services
New York
$224K – – –
CHAM
2027
Clear Harbor Asset Management
Connecticut
$224K +$240K +2,261 New
BWG
2028
Berry Wealth Group
Texas
$224K +$12.4K +117 +5%
TWA
2029
TCI Wealth Advisors
Arizona
$223K +$37.3K +351 +18%
RBWA
2030
RFG - Bristol Wealth Advisors
Massachusetts
$223K +$239K +2,251 New
FMTCOCP
2031
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$223K +$8.18K +77 +4%
KWMG
2032
King Wealth Management Group
Florida
$223K +$16.4K +154 +7%
AWM
2033
Aprio Wealth Management
Georgia
$223K +$13.2K +124 +6%
NFC
2034
Northstar Financial Companies
Pennsylvania
$222K +$238K +2,242 New
TCM
2035
Tradewinds Capital Management
Washington
$222K +$8.18K +77 +4%
GPI
2036
General Partner Inc
Pennsylvania
$221K +$79.5K +749 +51%
JCM
2037
Jacobsen Capital Management
Utah
$221K +$6.48K +61 +3%
HA
2038
Herold Advisors
New York
$221K +$8.07K +76 +4%
GA
2039
Geller Advisors
New York
$219K -$15K -141 -6%
LC
2040
Lincoln Capital
Nebraska
$219K -$22.7K -214 -9%
LFGO
2041
Legacy Financial Group (Oklahoma)
Oklahoma
$219K -$1.49K -14 -0.6%
RPCONE
2042
Retirement Planning Company of New England
Rhode Island
$219K +$15.6K +147 +7%
LCWP
2043
Legacy Capital Wealth Partners
Arkansas
$219K +$12.8K +121 +6%
DI
2044
Disciplined Investors
Texas
$218K +$223K +2,096 New
HP
2045
Holistic Planning
Texas
$218K -$1.59K -15 -0.7%
PM
2046
Phraction Management
Connecticut
$218K – – –
WPC
2047
Waters Parkerson & Co
Louisiana
$218K +$3.82K +36 +2%
WA
2048
Waddell & Associates
Tennessee
$218K +$233K +2,197 New
B
2049
Bensler
Washington
$218K +$2.76K +26 +1%
NAS
2050
NWF Advisory Services
California
$217K +$233K +2,191 New
80 81
82
83 84