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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
2026
Asset Allocation & Management Company
Illinois
$664K -$202K -4,449 -24%
CWM
2027
Castle Wealth Management
Florida
$664K -$54.9K -1,207 -8%
QPWM
2028
Quadrant Private Wealth Management
Pennsylvania
$663K +$634K +13,924 New
BBA
2029
Baader Bank Aktiengesellschaft
Germany
$663K -$2.49M -54,810 -80%
RB
2030
Rodgers Brothers
Pennsylvania
$662K – – –
GCM
2031
Gallacher Capital Management
Colorado
$662K +$632K +13,886 New
BWM
2032
Baystate Wealth Management
Massachusetts
$660K -$32.9K -723 -5%
APC
2033
Aspire Private Capital
North Carolina
$659K +$10.7K +234 +2%
AT
2034
American Trust
Kentucky
$656K -$58.1K -1,277 -8%
CAS
2035
Coppell Advisory Solutions
Texas
$650K +$621K +13,648 New
CASC
2036
Coppell Advisory Solutions Corp
Texas
$650K +$621K +13,648 New
SFCL
2037
Strengthening Families & Communities LLC
Massachusetts
$650K +$38.8K +852 +7%
GEA
2038
Glen Eagle Advisors
New Jersey
$646K -$425K -9,347 -41%
WWA
2039
WC Walker & Associates
California
$645K +$65.1K +1,430 +12%
PCMC
2040
Paragon Capital Management (Colorado)
Colorado
$645K +$1.77K +39 +0.3%
HC
2041
Hamilton Capital
Ohio
$642K +$202K +4,428 +49%
JWM
2042
Jessup Wealth Management
Ohio
$642K +$613K +13,477 New
RCI
2043
RS Crum Inc
California
$642K -$290K -6,367 -32%
PP
2044
Patron Partners
Texas
$641K -$273 -6 -0%
RWI
2045
Red Wave Investments
Pennsylvania
$641K -$76.9K -1,689 -11%
RZH
2046
Relyea Zuckerberg Hanson
Connecticut
$640K +$157K +3,449 +35%
GAA
2047
Green Alpha Advisors
Colorado
$639K -$387K -8,505 -39%
RPGK
2048
Retirement Planning Group (Kansas)
Kansas
$638K -$15.3K -337 -2%
IWA
2049
Intercontinental Wealth Advisors
Texas
$638K +$11.4K +250 +2%
KWM
2050
Kolinsky Wealth Management
New Jersey
$635K +$42.5K +933 +8%
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