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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Arista Wealth Management
Nevada
$613K +$514K +4,946 New
PSF
2027
Pacific Sun Financial
California
$612K -$41K -395 -7%
CCA
2028
Covey Capital Advisors
Georgia
$611K – – –
WPA
2029
West Paces Advisors
Georgia
$611K -$158K -1,517 -24%
RZH
2030
Relyea Zuckerberg Hanson
Connecticut
$611K -$35.6K -343 -7%
PSP
2031
Pacific Sage Partners
Washington
$610K -$6.75K -65 -1%
TLCM
2032
Twin Lakes Capital Management
California
$609K -$39.9K -384 -7%
BWG
2033
Beta Wealth Group
California
$608K -$249K -2,396 -33%
AFA
2034
American Financial Advisors
Georgia
$607K +$3.74K +36 +0.7%
BLC
2035
Brown, Lisle/Cummings
Rhode Island
$606K +$19.5K +188 +4%
SAM
2036
Secure Asset Management
Michigan
$605K -$8.62K -83 -2%
AA
2037
Aire Advisors
California
$602K -$1.77K -17 -0.3%
CA
2038
Calton & Associates
Florida
$601K -$30.7K -295 -6%
EWA
2039
Exencial Wealth Advisors
Oklahoma
$600K -$3.01K -29 -0.6%
RRA
2040
Round Rock Advisors
Connecticut
$599K +$7.07K +68 +1%
OL
2041
OneFund LLC
Florida
$596K -$5.71K -55 -1%
MC
2042
Mathes Company
New York
$596K – – –
AWM
2043
Ameliora Wealth Management
Switzerland
$595K – – –
DSC
2044
Duncker Streett & Co
Missouri
$594K -$25.8K -248 -5%
WCM
2045
Wellington Capital Management
Maryland
$594K +$764K +7,355 New
WC
2046
Waterloo Capital
Texas
$594K +$137K +1,321 +38%
SPL
2047
Smart Portfolios LLC
Washington
$594K -$4.16K -40 -0.8%
FC
2048
FCA Corp
Texas
$593K +$5.51K +53 +1%
DW30
2049
Drucker Wealth 3.0
New Jersey
$593K -$387K -3,725 -43%
CP
2050
Clarendon Private
Massachusetts
$592K -$29.8K -287 -6%
80 81
82
83 84