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