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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2026
Venturi Wealth Management
Texas
$62.8K +$2.37K +31 +4%
KA
2027
Kozak & Associates
Colorado
$62.4K -$66.3K -868 -44%
MCM
2028
MidAtlantic Capital Management
Virginia
$62.2K – – –
C
2029
Covestor
United Kingdom
$62K -$7.33K -96 -11%
CAL
2030
Capital Advisors Ltd
Ohio
$62K +$4.43K +58 +8%
CT
2031
Clearstead Trust
Maine
$61.8K -$7.1K -93 -11%
CP
2032
Castleview Partners
Texas
$61.8K +$1.53K +20 +3%
SHIM
2033
Stone House Investment Management
Pennsylvania
$61.5K +$58.9K +771 New
RA
2034
Rational Advisors
New York
$60.7K -$19.6K -256 -25%
SN
2035
Sittner & Nelson
Oregon
$60.6K -$15.3K -200 -21%
WAG
2036
Wiser Advisor Group
Arizona
$58.1K +$458 +6 +0.8%
CMP
2037
Coston McIsaac & Partners
Maine
$57K +$14.1K +185 +34%
DI
2038
DAGCO Inc
Ohio
$56.5K -$151K -1,972 -74%
PCC
2039
Park Circle Company
Maryland
$55.8K – – –
APC
2040
Aspire Private Capital
North Carolina
$53.9K -$76 -1 -0.1%
BCA
2041
Bray Capital Advisors
Florida
$51.8K – – –
VWWMG
2042
Vermillion & White Wealth Management Group
Pennsylvania
$50.8K +$76 +1 +0.2%
TC
2043
Tacita Capital
Ontario, Canada
$50.6K +$48.5K +635 New
FFWA
2044
FRG Family Wealth Advisors
Washington
$50.4K +$56.9K +745 New
NCM
2045
Northwest Capital Management
Oregon
$50.3K – – –
MLA
2046
MB, Levis & Associates
Pennsylvania
$49.5K -$993 -13 -2%
OAJ
2047
Ogorek Anthony Joseph
New York
$49K -$12.9K -169 -22%
WBC
2048
West Branch Capital
Massachusetts
$48.7K -$30.6K -400 -40%
CAM
2049
Costello Asset Management
Pennsylvania
$47.9K – – –
GWP
2050
Gen-Wealth Partners
Michigan
$47.5K +$45.5K +595 New
80 81
82
83 84