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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2026
Alliance Wealth Management Group
New Jersey
$226K – – –
BWP
2027
Baldwin Wealth Partners
Massachusetts
$226K +$106K +2,507 +91%
KBFS
2028
Kohmann Bosshard Financial Services
Ohio
$225K – – –
PO
2029
Private Ocean
California
$225K +$3.22K +76 +1%
CCM
2030
CWH Capital Management
Washington
$225K +$222K +5,238 New
SSW
2031
Smith Shellnut Wilson
Mississippi
$225K +$222K +5,242 New
TCM
2032
Traynor Capital Management
Pennsylvania
$223K +$221K +5,220 New
GFP
2033
Gryphon Financial Partners
Ohio
$222K +$47.5K +1,119 +28%
RHBC
2034
R.H. Bluestein & Co
Michigan
$222K +$220K +5,184 New
NSB
2035
Norway Savings Bank
Maine
$220K +$12.3K +290 +6%
PFA
2036
Pathway Financial Advisors
Vermont
$219K – – –
ANB
2037
Amarillo National Bank
Texas
$219K +$216K +5,099 New
AIS
2038
American Investment Services
Massachusetts
$218K -$115K -2,719 -35%
PGA
2039
Portland Global Advisors
Maine
$218K +$215K +5,075 New
FSCM
2040
Front Street Capital Management
Montana
$216K -$42.4K -1,000 -17%
ABA
2041
American Beacon Advisors
Texas
$214K -$6.36K -150 -3%
BMCM
2042
Bryn Mawr Capital Management
Pennsylvania
$214K +$211K +4,978 New
DWM
2043
Dakota Wealth Management
Florida
$214K +$212K +4,997 New
CI
2044
Cowen Inc
New York
$214K +$212K +5,000 New
SFG
2045
Sather Financial Group
Texas
$214K +$212K +5,000 New
SJL
2046
Shayne & Jacobs LLC
Tennessee
$214K +$212K +5,000 New
NEPPG
2047
New England Professional Planning Group
Rhode Island
$213K -$10.4K -246 -5%
IC
2048
Inverness Counsel
New York
$213K +$211K +4,974 New
RBC
2049
Roble Belko & Company
Pennsylvania
$212K -$52.2K -1,230 -20%
AWA
2050
Acorn Wealth Advisors
Michigan
$212K -$25.1K -593 -11%
80 81
82
83 84