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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2026
Covey Capital Advisors
Georgia
$611K – – –
WPA
2027
West Paces Advisors
Georgia
$611K -$158K -1,517 -24%
RZH
2028
Relyea Zuckerberg Hanson
Connecticut
$611K -$35.6K -343 -7%
PSP
2029
Pacific Sage Partners
Washington
$610K -$6.75K -65 -1%
TLCM
2030
Twin Lakes Capital Management
California
$609K -$39.9K -384 -7%
BWG
2031
Beta Wealth Group
California
$608K -$249K -2,396 -33%
AFA
2032
American Financial Advisors
Georgia
$607K +$3.74K +36 +0.7%
BLC
2033
Brown, Lisle/Cummings
Rhode Island
$606K +$19.5K +188 +4%
SAM
2034
Secure Asset Management
Michigan
$605K -$8.62K -83 -2%
AA
2035
Aire Advisors
California
$602K -$1.77K -17 -0.3%
CA
2036
Calton & Associates
Florida
$601K -$30.7K -295 -6%
EWA
2037
Exencial Wealth Advisors
Oklahoma
$600K -$3.01K -29 -0.6%
RRA
2038
Round Rock Advisors
Connecticut
$599K +$7.07K +68 +1%
OL
2039
OneFund LLC
Florida
$596K -$5.71K -55 -1%
MC
2040
Mathes Company
New York
$596K – – –
AWM
2041
Ameliora Wealth Management
Switzerland
$595K – – –
DSC
2042
Duncker Streett & Co
Missouri
$594K -$25.8K -248 -5%
WCM
2043
Wellington Capital Management
Maryland
$594K +$764K +7,355 New
WC
2044
Waterloo Capital
Texas
$594K +$137K +1,321 +38%
SPL
2045
Smart Portfolios LLC
Washington
$594K -$4.16K -40 -0.8%
FC
2046
FCA Corp
Texas
$593K +$5.51K +53 +1%
DW30
2047
Drucker Wealth 3.0
New Jersey
$593K -$387K -3,725 -43%
CP
2048
Clarendon Private
Massachusetts
$592K -$29.8K -287 -6%
RWP
2049
Revolve Wealth Partners
New Jersey
$590K -$36.5K -351 -7%
HBCM
2050
Heron Bay Capital Management
Michigan
$589K -$5.2K -50 -1%
80 81
82
83 84