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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2026
D'Orazio & Associates
Virginia
$458K +$183K +1,735 +66%
LSAG
2027
Lake Street Advisors Group
New Hampshire
$456K +$9.82K +93 +2%
VAM
2028
Verity Asset Management
North Carolina
$456K +$37.2K +352 +9%
ARG
2029
Advisory Resource Group
Oklahoma
$455K – – –
KIG
2030
Kowal Investment Group
Wisconsin
$454K -$504K -4,779 -52%
EWM
2031
EPG Wealth Management
Georgia
$454K -$422 -4 -0.1%
MAG
2032
MRA Advisory Group
New Jersey
$448K +$452K +4,280 New
ST
2033
Sageworth Trust
Pennsylvania
$445K +$163K +1,543 +57%
RPWA
2034
Regent Peak Wealth Advisors
Georgia
$443K +$14.9K +141 +3%
PP
2035
PDS Planning
Ohio
$442K -$89K -843 -17%
DWM
2036
Defined Wealth Management
Oregon
$442K +$317 +3 +0.1%
PCA
2037
Pallas Capital Advisors
Massachusetts
$442K +$465K +4,402 New
TWP
2038
Tempus Wealth Planning
California
$440K +$95.6K +906 +27%
FBFS
2039
First Business Financial Services
Wisconsin
$439K +$20.7K +196 +5%
OWP
2040
Obermeyer Wealth Partners
Colorado
$439K +$94.4K +894 +27%
CWM
2041
Cabot Wealth Management
Massachusetts
$438K – – –
RFN
2042
RDA Financial Network
Iowa
$437K +$11.8K +112 +3%
HDIM
2043
Hanson & Doremus Investment Management
Vermont
$437K +$25.1K +238 +4%
PA
2044
Probity Advisors
Texas
$435K -$2.53K -24 -0.6%
CM
2045
Columbus Macro
Pennsylvania
$435K +$5.49K +52 +1%
NCMW
2046
Northern Capital Management (Washington)
Washington
$435K +$11.4K +108 +3%
PCM
2047
Perritt Capital Management
Illinois
$434K +$3.8K +36 +0.9%
SAM
2048
Summit Asset Management
Tennessee
$433K -$4.86K -46 -1%
EA
2049
Emerald Advisors
Washington
$432K +$2.01K +19 +0.5%
WCF
2050
West Coast Financial
California
$431K +$113K +1,069 +35%
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