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Name Holding Trade Value Shares
Change 		Change in
Stake
F
2026
F3Logic
Minnesota
$272K +$289 +3 +0.1%
GBS
2027
Gallagher Benefit Services
Illinois
$272K +$282K +2,923 New
EW
2028
Evoke Wealth
California
$272K +$29.5K +306 +12%
WAS
2029
Wealth Advisory Solutions
Indiana
$272K -$284K -2,939 -50%
CT
2030
Colonial Trust
South Carolina
$271K +$53.6K +556 +24%
UBV
2031
United Bank (Virginia)
Virginia
$270K -$25.6K -265 -8%
PJSIMP
2032
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K +$279K +2,890 New
FW
2033
FirstPurpose Wealth
Utah
$269K +$15.5K +161 +6%
CAM
2034
Congress Asset Management
Massachusetts
$268K -$9.65K -100 -3%
JWM
2035
Jeppson Wealth Management
California
$268K – – –
AIP
2036
Almanack Investment Partners
Pennsylvania
$268K -$77.5K -803 -22%
SGCA
2037
Steel Grove Capital Advisors
Tennessee
$268K – – –
SCM
2038
Suvretta Capital Management
New York
$267K +$277K +2,870 New
HCM
2039
Hodges Capital Management
Texas
$267K -$30.7K -318 -10%
LB
2040
Legacy Bridge
Iowa
$267K – – –
BFG
2041
Berger Financial Group
Minnesota
$266K +$10K +104 +4%
GTCM
2042
Gyon Technologies Capital Management
New Jersey
$266K -$4.73K -49 -2%
RFS
2043
Retirement Financial Solutions
Tennessee
$266K +$275K +2,850 New
CNWM
2044
Clay Northam Wealth Management
California
$265K – – –
CGFA
2045
Colton Groome Financial Advisors
North Carolina
$264K +$273K +2,831 New
WCM
2046
WealthBridge Capital Management
Ohio
$264K +$6.27K +65 +2%
SIM
2047
SSI Investment Management
California
$263K – – –
BSB
2048
Bangor Savings Bank
Maine
$262K – – –
DCM
2049
Deuterium Capital Management
Florida
$262K +$271K +2,807 New
TFF
2050
The Family Firm
Maryland
$261K +$8.78K +91 +3%
80 81
82
83 84