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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2026
Hemington Wealth Management
Virginia
$1.23M +$975K +6,794 New
SDAM
2027
Shulman DeMeo Asset Management
New York
$1.23M +$83.4K +581 +9%
CCC
2028
Chelsea Counsel Company
California
$1.22M -$53.7K -374 -5%
SSWM
2029
Sheets Smith Wealth Management
North Carolina
$1.22M -$22.8K -159 -2%
GWMIA
2030
Global Wealth Management Investment Advisory
Florida
$1.22M +$85K +592 +10%
HCP
2031
Hexagon Capital Partners
Arkansas
$1.22M +$718 +5 +0.1%
LWP
2032
Lumature Wealth Partners
Georgia
$1.21M +$960K +6,689 New
IIM
2033
Ipswich Investment Management
Massachusetts
$1.21M -$71.8K -500 -7%
BCA
2034
Bray Capital Advisors
Florida
$1.21M – – –
MFG
2035
Magnus Financial Group
New York
$1.21M -$67.7K -472 -7%
OFS
2036
Orrstown Financial Services
Pennsylvania
$1.21M -$95.9K -668 -9%
CWA
2037
Capital Wealth Alliance
Arizona
$1.21M +$11.8K +82 +1%
CRM
2038
Cramer Rosenthal McGlynn
Connecticut
$1.21M -$37.6K -262 -4%
XF
2039
XML Financial
Maryland
$1.21M +$140K +975 +17%
PWM
2040
PBMares Wealth Management
Virginia
$1.2M -$144 -1 -0%
CWA
2041
Clarity Wealth Advisors
California
$1.2M +$24K +167 +3%
IIM
2042
Intact Investment Management
Quebec, Canada
$1.2M +$144K +1,000 +18%
CSA
2043
Cottage Street Advisors
Massachusetts
$1.19M +$202K +1,410 +27%
KA
2044
Kozak & Associates
Colorado
$1.19M +$946K +6,592 New
SIAG
2045
Signet Investment Advisory Group
Rhode Island
$1.19M +$944K +6,574 New
DWM
2046
Dorchester Wealth Management
Quebec, Canada
$1.19M +$280K +1,950 +42%
CAM
2047
Cypress Asset Management
Texas
$1.19M +$940K +6,550 New
AWC
2048
Abundance Wealth Counselors
Pennsylvania
$1.19M -$159K -1,110 -15%
BOPW
2049
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$11.8K -82 -1%
FWP
2050
FAS Wealth Partners
Kansas
$1.19M +$26.3K +183 +3%
80 81
82
83 84