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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2026
Conestoga Capital Advisors
Pennsylvania
$330K – – –
FWM
2027
Fairhaven Wealth Management
Illinois
$329K – – –
WCG
2028
Weaver Consulting Group
California
$329K – – –
AA
2029
Alesco Advisors
New York
$329K +$9.92K +200 +3%
OCM
2030
Orleans Capital Management
Louisiana
$327K -$1.8M -36,235 -84%
SWM
2031
Segment Wealth Management
Texas
$326K – – –
BHC
2032
Bowen Hanes & Co
Florida
$325K -$21.2M -428,053 -98%
ML
2033
McAdam LLC
Pennsylvania
$325K -$4.21K -85 -1%
AA
2034
Apriem Advisors
California
$324K +$2.08K +42 +0.6%
VAS
2035
Valicenti Advisory Services
New York
$322K -$2.57M -51,836 -89%
HPC
2036
Hobart Private Capital
North Carolina
$321K +$27.6K +556 +9%
GC
2037
Gilbert & Cook
Iowa
$321K +$10.1K +204 +3%
FDS
2038
Freedom Day Solutions
Texas
$319K +$80.6K +1,626 +32%
KP
2039
Keel Point
Alabama
$318K -$22.5K -453 -6%
SWA
2040
Stratos Wealth Advisors
Ohio
$318K +$126K +2,547 +62%
IC
2041
Inverness Counsel
New York
$317K -$148K -2,991 -31%
LWANC
2042
Laurel Wealth Advisors (North Carolina)
North Carolina
$317K -$46.5K -938 -12%
FBC
2043
Fairfield, Bush & Co
Connecticut
$317K -$24.8K -500 -7%
AAP
2044
Arax Advisory Partners
Colorado
$317K +$328K +6,613 New
CH
2045
Canton Hathaway
Rhode Island
$316K -$334K -6,729 -50%
BWP
2046
BSW Wealth Partners
Colorado
$316K -$21.4K -431 -6%
SSWM
2047
Smith Salley Wealth Management
North Carolina
$316K +$32K +645 +11%
BCP
2048
Berkeley Capital Partners
Georgia
$316K +$37K +746 +13%
TSS
2049
Two Sigma Securities
New York
$316K +$327K +6,602 New
KWMG
2050
King Wealth Management Group
Florida
$315K +$28.3K +571 +9%
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82
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