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Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
2026
Graves Light Lenhart Wealth
Virginia
$728K -$64.1K -237 -7%
KLWA
2027
Kelly Lawrence W & Associates
California
$727K -$2.17K -8 -0.3%
CCM
2028
Compass Capital Management
Minnesota
$727K +$812K +3,000 New
CVA
2029
Central Valley Advisors
California
$727K +$352K +1,302 +77%
HTIM
2030
Harbour Trust & Investment Management
Indiana
$726K – – –
EPW
2031
Endeavor Private Wealth
Kansas
$726K -$14.3K -53 -2%
PMFA
2032
Plante Moran Financial Advisors
Michigan
$726K -$214K -790 -21%
OIA
2033
Oakmont Investment Advisors
Pennsylvania
$726K -$16.2K -60 -2%
AP
2034
Appleton Partners
Massachusetts
$725K -$9.2K -34 -1%
EGA
2035
E&G Advisors
Texas
$725K +$3.52K +13 +0.4%
FWA
2036
FORM Wealth Advisors
Wisconsin
$723K – – –
KFS
2037
Kurt F. Somerville
$722K -$17.9K -66 -2%
SAM
2038
Strategy Asset Managers
California
$722K -$134K -496 -14%
CFO
2039
Cambient Family Office
Michigan
$721K +$117K +434 +17%
LWM
2040
LightSquare Wealth Management
Michigan
$718K +$801K +2,960 New
MWM
2041
Mindset Wealth Management
Indiana
$717K -$16.2K -60 -2%
LPAM
2042
Lodestar Private Asset Management
California
$716K +$19.2K +71 +2%
SP
2043
SmartHarvest Portfolios
Washington
$715K -$229K -846 -22%
GPWM
2044
Grant Private Wealth Management
California
$714K +$107K +396 +16%
PWP
2045
Ponta Wealth Partners
Florida
$713K +$70.9K +262 +10%
SCG
2046
Sonata Capital Group
Washington
$711K -$71.7K -265 -8%
BIAS
2047
Beacon Investment Advisory Services
New Jersey
$711K -$76.6K -283 -9%
PAS
2048
Professional Advisory Services
Florida
$711K – – –
FWA
2049
Flagship Wealth Advisors
Massachusetts
$711K -$89.8K -332 -12%
BDFN
2050
Bond & Devick Financial Network
Minnesota
$711K -$541 -2 -0.1%
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