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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2026
Doheny Asset Management
California
$594K -$40.9K -800 -6%
PMFA
2027
Plante Moran Financial Advisors
Michigan
$593K -$116K -2,272 -16%
TC
2028
TownSquare Capital
Utah
$593K -$12.2K -238 -2%
CC
2029
Callan Capital
California
$593K – – –
BLAM
2030
Bourne Lent Asset Management
New York
$592K – – –
MAM
2031
Martingale Asset Management
Massachusetts
$591K -$6.39K -125 -1%
FIM
2032
Fruth Investment Management
Texas
$591K – – –
SFG
2033
Sunburst Financial Group
Alabama
$591K +$48.8K +954 +9%
LWA
2034
Lineweaver Wealth Advisors
Ohio
$590K +$44.3K +866 +8%
CFO
2035
Capitol Family Office
Oregon
$589K +$585K +11,438 New
CWM
2036
Chesapeake Wealth Management
Virginia
$586K -$50.6K -990 -8%
WCM
2037
Weik Capital Management
Pennsylvania
$585K -$114K -2,235 -16%
BCP
2038
Blue Chip Partners
Michigan
$585K -$48.7K -952 -8%
OA
2039
Oxbow Advisors
Texas
$584K – – –
CL
2040
COWA LLC
Oklahoma
$582K -$9.05K -177 -2%
AAIM
2041
Asset Advisors Investment Management
Georgia
$582K – – –
NQWM
2042
Northwest Quadrant Wealth Management
Oregon
$579K -$4.65K -91 -0.8%
TCM
2043
Traynor Capital Management
Pennsylvania
$579K +$52.7K +1,031 +10%
EWM
2044
EPG Wealth Management
Georgia
$578K +$56.5K +1,106 +11%
BBNB
2045
Baker Boyer National Bank
Washington
$576K +$572K +11,191 New
CMA
2046
Cedar Mountain Advisors
Oregon
$575K +$72.2K +1,413 +14%
PC
2047
Periscope Capital
Ontario, Canada
$573K +$568K +11,116 New
CWG
2048
Crown Wealth Group
North Carolina
$573K +$569K +11,126 New
FSG
2049
Financial Strategies Group
Michigan
$572K +$168K +3,294 +42%
ABLA
2050
Alan B. Lancz & Associates
Ohio
$571K +$566K +11,080 New
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