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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2026
Smallwood Wealth Investment Management
New Jersey
$506K -$24.5K -266 -5%
LAM
2027
Lewis Asset Management
California
$503K -$185K -2,014 -28%
DP
2028
Dearborn Partners
Illinois
$503K -$6.9K -75 -1%
1WA
2029
180 Wealth Advisors
Washington
$503K -$15.8K -172 -3%
ECG
2030
Edge Capital Group
Georgia
$502K +$92 +1 +0%
AGWCA
2031
Annis Gardner Whiting Capital Advisors
Florida
$502K -$8.19K -89 -2%
UAG
2032
United Advisor Group
Ohio
$502K +$225K +2,443 +88%
MCM
2033
Maple Capital Management
Vermont
$501K -$4.42K -48 -0.9%
IHL
2034
Investment House LLC
California
$500K -$1.78M -19,295 -79%
RFA
2035
Resurgent Financial Advisors
Georgia
$500K -$699K -7,596 -59%
FCT
2036
First Community Trust
Iowa
$500K -$828 -9 -0.2%
OAM
2037
Oak Asset Management
California
$500K -$3.96K -43 -0.8%
NCM
2038
Northside Capital Management
Oregon
$499K +$92 +1 +0%
NWMG
2039
National Wealth Management Group
Ohio
$495K +$474K +5,151 New
CA
2040
Carson Advisory
Georgia
$495K +$4.51K +49 +1%
CAS
2041
Coppell Advisory Solutions
Texas
$494K +$61.2K +665 +15%
GSAM
2042
Grant Street Asset Management
Pennsylvania
$494K +$9.11K +99 +2%
WCA
2043
Waypoint Capital Advisors
Minnesota
$492K -$7.54K -82 -2%
AWG
2044
Altus Wealth Group
Colorado
$492K -$31.2K -339 -6%
CIS
2045
Capital International Sarl
California
$491K +$137K +1,491 +41%
WMA
2046
Wealth Management Associates
New Jersey
$491K +$28.1K +305 +6%
ITIM
2047
Indiana Trust & Investment Management
Indiana
$489K -$18.4K -200 -4%
DIP
2048
Davis Investment Partners
North Carolina
$487K – – –
MWM
2049
Meritas Wealth Management
California
$486K – – –
PPW
2050
Presilium Private Wealth
Pennsylvania
$486K +$92 +1 +0%
80 81
82
83 84