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Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2026
Harbor Advisory Corp
New Hampshire
$1.65M – – –
GWP
2027
Gen-Wealth Partners
Michigan
$1.65M -$42.7K -117 -3%
WC
2028
Westhampton Capital
North Carolina
$1.65M -$23.7K -65 -2%
WHC
2029
Wulff, Hansen & Co
California
$1.65M -$83.2K -228 -5%
CWM
2030
Chemistry Wealth Management
New York
$1.65M +$2.55K +7 +0.2%
SCA
2031
STALEY CAPITAL ADVISERS
Pennsylvania
$1.65M – – –
BP
2032
BWM Planning
Texas
$1.65M +$1.48M +4,064 New
BEAM
2033
Baker Ellis Asset Management
Washington
$1.64M -$88.3K -242 -6%
LA
2034
Lifeworks Advisors
Michigan
$1.64M +$121K +333 +9%
EW
2035
Evoke Wealth
California
$1.64M +$1.48M +4,048 New
CANY
2036
Caxton Associates (New York)
New York
$1.64M +$1.48M +4,046 New
CYG
2037
Clean Yield Group
Vermont
$1.64M -$1.46K -4 -0.1%
SC
2038
Saturna Capital
Washington
$1.63M – – –
GC
2039
Gilbert & Cook
Iowa
$1.63M +$21.2K +58 +1%
FA
2040
Financial Advisors
Massachusetts
$1.63M +$762K +2,088 +108%
FFC
2041
First Financial Corp
Indiana
$1.63M -$31K -85 -2%
PIM
2042
Profit Investment Management
Maryland
$1.62M -$68.9K -189 -5%
AC
2043
Aristides Capital
Kentucky
$1.62M – – –
PSB
2044
Piscataqua Savings Bank
New Hampshire
$1.62M -$7.29K -20 -0.5%
SIS
2045
Sound Income Strategies
Florida
$1.62M +$6.2K +17 +0.4%
AWA
2046
Acorn Wealth Advisors
Michigan
$1.61M +$6.2K +17 +0.4%
BP
2047
BBR Partners
New York
$1.61M – – –
CG
2048
Corundum Group
Colorado
$1.61M -$562K -1,540 -28%
DBRC
2049
D.B. Root & Company
Pennsylvania
$1.61M -$122K -334 -8%
PPWP
2050
Proquility Private Wealth Partners
Nevada
$1.61M +$489K +1,342 +51%
80 81
82
83 84