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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
Heritage Wealth Advisors
Virginia
$370K +$17.3K +369 +5%
AA
2027
Altman Advisors
Illinois
$369K -$58K -1,239 -14%
BIA
2028
BHK Investment Advisors
Alabama
$369K +$3.75K +80 +1%
RWA
2029
River Wealth Advisors
Pennsylvania
$368K -$40.5K -864 -10%
NPPM
2030
North Point Portfolio Managers
Ohio
$366K – – –
O
2031
Ossiam
France
$366K +$365K +7,803 New
TCM
2032
Teza Capital Management
Illinois
$360K +$359K +7,667 New
BCA
2033
Berman Capital Advisors
Georgia
$359K +$110K +2,358 +44%
CBFP
2034
Cedar Brook Financial Partners
Ohio
$359K +$358K +7,651 New
MGIA
2035
Matthew Goff Investment Advisor
Texas
$356K -$27.7K -591 -7%
B
2036
Bridgeworth
Alabama
$355K -$20.8K -444 -5%
GIM
2037
Goelzer Investment Management
Indiana
$355K – – –
HHGA
2038
Halbert Hargrove Global Advisors
California
$354K +$17K +364 +5%
LWANC
2039
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K +$353K +7,538 New
CH
2040
Canton Hathaway
Rhode Island
$352K +$281K +6,000 +400%
PSG
2041
Planning Solutions Group
Maryland
$351K +$350K +7,478 New
HCM
2042
Hilton Capital Management
New York
$348K -$21.2M -451,965 -98%
CAM
2043
ClariVest Asset Management
California
$345K +$200K +4,269 +138%
FGC
2044
Financial Gravity Companies
Texas
$344K +$331K +7,067 New
BA
2045
Birinyi Associates
Connecticut
$343K -$81.9K -1,750 -19%
BWP
2046
BSW Wealth Partners
Colorado
$343K -$3.46K -74 -1%
GIM
2047
Greylin Investment Management
Virginia
$341K – – –
GEA
2048
Glen Eagle Advisors
New Jersey
$341K +$9.36K +200 +3%
RWG
2049
Regal Wealth Group
California
$340K -$14.1K -301 -4%
MWA
2050
Meridian Wealth Advisors
Texas
$340K +$340K +7,254 New
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82
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