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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2026
Powell Investment Advisors
Florida
$251K – – –
FWM
2027
Fairhaven Wealth Management
Illinois
$251K +$594 +6 +0.2%
SWIM
2028
Smallwood Wealth Investment Management
New Jersey
$251K +$260K +2,631 New
AWM
2029
Aberdeen Wealth Management
Illinois
$250K +$99 +1 +0%
CCG
2030
Chatham Capital Group
Georgia
$249K -$29.7K -300 -10%
P
2031
&Partners
Tennessee
$249K -$23K -232 -8%
EW
2032
Evoke Wealth
California
$249K -$693 -7 -0.3%
EGM
2033
Engineers Gate Manager
New York
$248K -$2.1M -21,243 -89%
IAG
2034
Investment Advisory Group
Massachusetts
$248K – – –
TPA
2035
Trivium Point Advisory
Connecticut
$248K +$9.8K +99 +4%
TCMP
2036
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K -$10K -101 -4%
IC
2037
Inverness Counsel
New York
$247K +$9.9K +100 +4%
AFT
2038
Alpha Family Trust
California
$246K +$255K +2,580 New
HFP
2039
Holistic Financial Partners
Indiana
$245K +$792 +8 +0.3%
BCMO
2040
Buckingham Capital Management (Ohio)
Ohio
$244K -$16.6K -168 -6%
MAG
2041
Mayfair Advisory Group
Alabama
$244K +$247K +2,494 New
ICM
2042
Islay Capital Management
Texas
$243K -$14.7K -149 -6%
OWP
2043
Obermeyer Wealth Partners
Colorado
$243K – – –
CWS
2044
Cypress Wealth Services
California
$241K -$37.3K -377 -12%
LFA
2045
Laraway Financial Advisors
Minnesota
$241K +$14.8K +150 +6%
PSP
2046
Principal Street Partners
Tennessee
$241K +$18.8K +190 +8%
LCM
2047
LVM Capital Management
Michigan
$241K +$21.8K +220 +10%
MTWM
2048
Masso Torrence Wealth Management
New Jersey
$241K +$250K +2,530 New
UCB
2049
United Community Bank
South Carolina
$241K +$32.7K +330 +15%
MSFS
2050
Main Street Financial Solutions
Pennsylvania
$240K -$72.3K -730 -22%
80 81
82
83 84