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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$542K +$4.94K +46 +0.8%
GDP
2027
Great Diamond Partners
Maine
$541K -$66.7K -621 -10%
DWP
2028
Destiny Wealth Partners
Florida
$541K +$316K +2,944 +116%
SIA
2029
SeaBridge Investment Advisors
New Jersey
$539K – – –
KSWWM
2030
Keyes Stange & Wooten Wealth Management
Florida
$539K +$215 +2 +0%
GSEP
2031
Golden State Equity Partners
California
$538K -$2.26K -21 -0.4%
SEEDPG
2032
S.E.E.D. Planning Group
New York
$537K -$40.3K -375 -6%
CA
2033
Cornerstone Advisory
Maryland
$535K -$48.6K -452 -7%
OFS
2034
Orrstown Financial Services
Pennsylvania
$534K -$39.9K -371 -6%
JWM
2035
Jacksonville Wealth Management
Florida
$534K -$45.7K -425 -7%
TTIC
2036
Tower Trust & Investment Company
Iowa
$534K +$631K +5,867 New
MTIM
2037
Marathon Trading Investment Management
Pennsylvania
$533K -$3.22M -30,000 -85%
SIM
2038
Synergy Investment Management
Florida
$532K -$113K -1,047 -16%
MSAM
2039
Moloney Securities Asset Management
Missouri
$532K -$194K -1,805 -25%
MCWS
2040
McKinley Carter Wealth Services
West Virginia
$531K +$4.19K +39 +0.7%
PWPS
2041
Pinnacle Wealth Planning Services
Ohio
$530K +$37.7K +351 +7%
TA
2042
TFB Advisors
Kansas
$528K +$16.4K +153 +3%
FCM
2043
Fairbanks Capital Management
California
$528K -$67.7K -630 -11%
PSF
2044
Pacific Sun Financial
California
$526K -$53.1K -494 -8%
ZCI
2045
Zevenbergen Capital Investments
Washington
$526K -$12.4K -115 -2%
GFG
2046
Grantvest Financial Group
New Jersey
$525K +$144K +1,339 +34%
BBA
2047
BLB&B Advisors
Pennsylvania
$524K -$78K -726 -12%
DIM
2048
Delta Investment Management
California
$523K -$215 -2 -0%
TLCM
2049
Twin Lakes Capital Management
California
$522K +$645 +6 +0.1%
BAAM
2050
Baker Avenue Asset Management
California
$522K +$119K +1,103 +26%
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82
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