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Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2026
American Money Management
California
$247K +$234K +5,358 New
CRIG
2027
Charter Research & Investment Group
Connecticut
$246K +$233K +5,337 New
ACM
2028
AUA Capital Management
Pennsylvania
$242K – – –
RG
2029
Renaissance Group
Kentucky
$240K -$5.32K -122 -2%
BWM
2030
Baystate Wealth Management
Massachusetts
$240K +$41.6K +954 +22%
BWA
2031
Burt Wealth Advisors
Maryland
$238K +$65.6K +1,503 +41%
FLII
2032
First Long Island Investors
New York
$238K +$225K +5,153 New
AEPG
2033
American Economic Planning Group
New Jersey
$237K +$224K +5,141 New
BIG
2034
Bellwether Investment Group
Tennessee
$236K -$5.28K -121 -2%
GWM
2035
GSB Wealth Management
Connecticut
$234K +$221K +5,071 New
SAM
2036
Security Asset Management
New York
$233K – – –
CC
2037
Callan Capital
California
$231K +$218K +5,000 New
PCM
2038
Pointe Capital Management
Michigan
$231K +$218K +5,000 New
SIA
2039
Starfire Investment Advisers
Michigan
$231K +$218K +5,000 New
SRC
2040
Stone Run Capital
New York
$231K +$218K +5,000 New
MGAM
2041
McGowan Group Asset Management
Texas
$229K +$217K +4,964 New
AIM
2042
Avity Investment Management
Connecticut
$228K +$215K +4,933 New
CA
2043
Crewe Advisors
Utah
$228K +$216K +4,943 New
VCM
2044
Vision Capital Management
Oregon
$227K -$16.6K -380 -7%
DA
2045
DSC Advisors
Illinois
$227K +$215K +4,918 New
CJA
2046
C-J Advisory
California
$226K -$932K -21,365 -81%
QPWM
2047
Quadrant Private Wealth Management
Pennsylvania
$226K +$214K +4,901 New
CCM
2048
Carlson Capital Management
Minnesota
$225K +$213K +4,870 New
BWM
2049
BigSur Wealth Management
Florida
$224K -$45.3K -1,039 -18%
PWM
2050
Paulson Wealth Management
Illinois
$224K +$212K +4,849 New
80 81
82
83 84