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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2026
Wealth Management Associates
New Jersey
$740K -$24.2K -428 -3%
PTC
2027
Philadelphia Trust Company
Pennsylvania
$737K -$39.9K -705 -5%
AWM
2028
Accel Wealth Management
Iowa
$731K -$21.3K -377 -3%
FRA
2029
Frank Rimerman Advisors
California
$728K +$739K +13,061 New
PCMC
2030
Paragon Capital Management (Colorado)
Colorado
$728K -$4.64K -82 -0.6%
OC
2031
Oarsman Capital
Wisconsin
$728K +$52.9K +935 +8%
SCM
2032
Spreng Capital Management
Ohio
$726K -$225K -3,977 -23%
OFA
2033
Oak Family Advisors
Illinois
$724K -$40.9K -723 -5%
VCM
2034
Vivaldi Capital Management
Illinois
$724K +$1.13K +20 +0.1%
AMM
2035
American Money Management
California
$724K +$1.87K +33 +0.3%
CWA
2036
Clarity Wealth Advisors
California
$721K -$60.8K -1,075 -8%
LMKC
2037
L.M. Kohn & Company
Ohio
$721K +$732K +12,928 New
PP
2038
Patron Partners
Texas
$719K +$30.8K +544 +4%
CSI
2039
Cross Staff Investments
New York
$718K -$8.15K -144 -1%
VCM
2040
Violich Capital Management
California
$715K -$354K -6,258 -33%
ZF
2041
Zhang Financial
Michigan
$715K +$244K +4,320 +51%
FA
2042
Faithward Advisors
Pennsylvania
$713K +$13.9K +246 +2%
LK
2043
Lumbard & Kellner
New Hampshire
$712K -$55K -972 -7%
DTC
2044
Davidson Trust Company
Washington
$712K -$42.7K -755 -6%
AFG
2045
Allegheny Financial Group
Pennsylvania
$711K +$5.43K +96 +0.8%
FCAG
2046
First Capital Advisors Group
New Jersey
$708K -$63.5K -1,122 -8%
NRA
2047
NSI Retail Advisors
Pennsylvania
$708K – – –
ICM
2048
IMS Capital Management
Oregon
$708K +$267K +4,713 +59%
TWA
2049
TCI Wealth Advisors
Arizona
$707K +$29.5K +522 +4%
BCP
2050
Blue Chip Partners
Michigan
$705K -$193K -3,416 -21%
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82
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