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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
2026
Global Wealth Management Investment Advisory
Florida
$938K +$180K +1,288 +25%
TAMH
2027
Taikang Asset Management (HK)
Hong Kong
$938K +$409K +2,930 +82%
GFPC
2028
Global Financial Private Client
Florida
$931K +$898K +6,437 New
DBIA
2029
Dumont & Blake Investment Advisors
New Jersey
$929K -$120K -857 -12%
BPA
2030
Beacon Pointe Advisors
California
$929K +$256K +1,837 +40%
EWM
2031
Evermay Wealth Management
Virginia
$925K -$4.19K -30 -0.5%
IIM
2032
Intact Investment Management
Quebec, Canada
$925K +$405K +2,900 +83%
WR
2033
Watson Rebecca
$921K +$889K +6,367 New
SIC
2034
Samalin Investment Counsel
New York
$919K +$887K +6,354 New
NAS
2035
Nicolet Advisory Services
Wisconsin
$916K +$19.4K +139 +2%
LC
2036
Landaas & Company
Wisconsin
$916K +$23.7K +170 +3%
TPW
2037
Tiller Private Wealth
Pennsylvania
$914K +$8.93K +64 +1%
MS
2038
Mizuho Securities
Japan
$911K +$54.4K +390 +7%
BCA
2039
Bray Capital Advisors
Florida
$908K – – –
EFSCE
2040
Enterprise Financial Services Corp (EFSC)
Missouri
$905K -$78.9K -565 -8%
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$904K – – –
TF
2042
Trek Financial
Arizona
$903K -$808K -5,792 -48%
CNBT
2043
Cornerstone National Bank & Trust
Illinois
$895K +$864K +6,189 New
BIM
2044
Barton Investment Management
Pennsylvania
$894K – – –
CIA
2045
CSat Investment Advisory
Michigan
$894K +$136K +974 +19%
WANY
2046
Wealthspire Advisors (New York)
New York
$893K +$217K +1,557 +34%
1W
2047
1776 Wealth
Georgia
$891K +$841K +6,028 New
IP
2048
Intellectus Partners
California
$888K +$25K +179 +3%
PWM
2049
PBMares Wealth Management
Virginia
$886K +$855K +6,127 New
DLCIG
2050
D.L. Carlson Investment Group
New Hampshire
$884K -$4.19K -30 -0.5%
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