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Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
2026
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K -$10K -101 -4%
IC
2027
Inverness Counsel
New York
$247K +$9.9K +100 +4%
AFT
2028
Alpha Family Trust
California
$246K +$255K +2,580 New
HFP
2029
Holistic Financial Partners
Indiana
$245K +$792 +8 +0.3%
BCMO
2030
Buckingham Capital Management (Ohio)
Ohio
$244K -$16.6K -168 -6%
MAG
2031
Mayfair Advisory Group
Alabama
$244K +$247K +2,494 New
ICM
2032
Islay Capital Management
Texas
$243K -$14.7K -149 -6%
OWP
2033
Obermeyer Wealth Partners
Colorado
$243K – – –
CWS
2034
Cypress Wealth Services
California
$241K -$37.3K -377 -12%
LFA
2035
Laraway Financial Advisors
Minnesota
$241K +$14.8K +150 +6%
PSP
2036
Principal Street Partners
Tennessee
$241K +$18.8K +190 +8%
LCM
2037
LVM Capital Management
Michigan
$241K +$21.8K +220 +10%
MTWM
2038
Masso Torrence Wealth Management
New Jersey
$241K +$250K +2,530 New
UCB
2039
United Community Bank
South Carolina
$241K +$32.7K +330 +15%
MSFS
2040
Main Street Financial Solutions
Pennsylvania
$240K -$72.3K -730 -22%
PCMC
2041
Paragon Capital Management (Colorado)
Colorado
$240K -$6.33K -64 -2%
FAN
2042
Financial Advisors Network
California
$240K -$6.14K -62 -2%
BBI
2043
Baxter Bros Inc
Connecticut
$240K +$34.6K +350 +16%
SFS
2044
Summit Financial Strategies
Ohio
$240K +$249K +2,518 New
CFD
2045
Creative Financial Designs
Indiana
$239K +$37.3K +377 +18%
BWM
2046
BigSur Wealth Management
Florida
$238K – – –
CWM
2047
Chemistry Wealth Management
New York
$237K -$20.8K -210 -8%
PA
2048
Procyon Advisors
Connecticut
$237K -$1.19K -12 -0.5%
NEPPG
2049
New England Professional Planning Group
Rhode Island
$237K – – –
EWS
2050
Evergreen Wealth Solutions
Pennsylvania
$236K -$133K -1,344 -35%
80 81
82
83 84