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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2026
VNBTrust National Association
Virginia
$247K +$233K +5,350 New
AMM
2027
American Money Management
California
$247K +$234K +5,358 New
CRIG
2028
Charter Research & Investment Group
Connecticut
$246K +$233K +5,337 New
ACM
2029
AUA Capital Management
Pennsylvania
$242K – – –
RG
2030
Renaissance Group
Kentucky
$240K -$5.32K -122 -2%
BWM
2031
Baystate Wealth Management
Massachusetts
$240K +$41.6K +954 +22%
BWA
2032
Burt Wealth Advisors
Maryland
$238K +$65.6K +1,503 +41%
FLII
2033
First Long Island Investors
New York
$238K +$225K +5,153 New
AEPG
2034
American Economic Planning Group
New Jersey
$237K +$224K +5,141 New
BIG
2035
Bellwether Investment Group
Tennessee
$236K -$5.28K -121 -2%
GWM
2036
GSB Wealth Management
Connecticut
$234K +$221K +5,071 New
SAM
2037
Security Asset Management
New York
$233K – – –
CC
2038
Callan Capital
California
$231K +$218K +5,000 New
PCM
2039
Pointe Capital Management
Michigan
$231K +$218K +5,000 New
SIA
2040
Starfire Investment Advisers
Michigan
$231K +$218K +5,000 New
SRC
2041
Stone Run Capital
New York
$231K +$218K +5,000 New
MGAM
2042
McGowan Group Asset Management
Texas
$229K +$217K +4,964 New
AIM
2043
Avity Investment Management
Connecticut
$228K +$215K +4,933 New
CA
2044
Crewe Advisors
Utah
$228K +$216K +4,943 New
VCM
2045
Vision Capital Management
Oregon
$227K -$16.6K -380 -7%
DA
2046
DSC Advisors
Illinois
$227K +$215K +4,918 New
CJA
2047
C-J Advisory
California
$226K -$932K -21,365 -81%
QPWM
2048
Quadrant Private Wealth Management
Pennsylvania
$226K +$214K +4,901 New
CCM
2049
Carlson Capital Management
Minnesota
$225K +$213K +4,870 New
BWM
2050
BigSur Wealth Management
Florida
$224K -$45.3K -1,039 -18%
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