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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
2026
Clear Harbor Asset Management
Connecticut
$386K +$1.61K +31 +0.4%
GLLW
2027
Graves Light Lenhart Wealth
Virginia
$386K +$49.8K +959 +13%
CCA
2028
Clearwater Capital Advisors
Illinois
$385K – – –
MCM
2029
Mengis Capital Management
Oregon
$384K -$520 -10 -0.1%
FC
2030
Financial Consulate
Maryland
$382K -$52 -1 -0%
RWM
2031
Raffa Wealth Management
District of Columbia
$381K +$401K +7,714 New
TFF
2032
The Family Firm
Maryland
$376K -$3.53K -68 -0.9%
WAG
2033
Winthrop Advisory Group
Massachusetts
$376K +$17.2K +330 +5%
DI
2034
DFPG Investments
Utah
$375K -$22.1K -425 -5%
CCIA
2035
Campbell & Co Investment Adviser
Maryland
$375K +$179K +3,448 +83%
GAM
2036
GQ Asset Management
New York
$374K -$39.5K -761 -9%
W
2037
WealthStone
Ohio
$374K -$6.13K -118 -2%
PAS
2038
Professional Advisory Services
Florida
$374K – – –
CFGS
2039
Concourse Financial Group Securities
Alabama
$373K -$704K -13,550 -64%
AW
2040
Alpha Windward
Massachusetts
$373K -$780 -15 -0.2%
HR
2041
Howe & Rusling
New York
$373K +$6.76K +130 +2%
B
2042
Bridgeworth
Alabama
$373K +$63.5K +1,222 +19%
RFN
2043
RDA Financial Network
Iowa
$371K -$65.2K -1,255 -13%
UC
2044
Unio Capital
New Jersey
$371K -$15.8K -304 -4%
GCM
2045
Gables Capital Management
Florida
$371K – – –
LBC
2046
Lawrence B. Cohen
$371K +$93.5K +1,800 +32%
BW
2047
Biegel & Waller
Maryland
$370K -$173K -3,338 -31%
WDL
2048
Well Done LLC
Michigan
$369K +$104K +2,002 +37%
NQWM
2049
Northwest Quadrant Wealth Management
Oregon
$368K +$6.29K +121 +2%
FBT
2050
First Bank & Trust
South Dakota
$367K -$43.2K -831 -10%
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