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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
SKBA Capital Management
California
$249K – – –
SWM
2027
Sterling Wealth Management
Illinois
$249K – – –
LWM
2028
LongView Wealth Management
Georgia
$249K +$179K +3,906 New
DAM
2029
Diamant Asset Management
Connecticut
$249K – – –
DLA
2030
Douglas Lane & Associates
New York
$249K +$5.91K +129 +2%
TWD
2031
True Wealth Design
Ohio
$249K -$45.6K -995 -15%
IAG
2032
Investment Advisory Group
Massachusetts
$248K +$4.63K +101 +2%
RPSA
2033
Richard P. Slaughter Associates
Texas
$248K -$4.58K -100 -2%
RW
2034
RVW Wealth
California
$248K +$917 +20 +0.4%
TW
2035
Towerpoint Wealth
California
$248K +$257K +5,611 New
TAM
2036
Titleist Asset Management
Texas
$248K +$257K +5,610 New
VCAM
2037
Van Cleef Asset Management
Ohio
$247K – – –
GCM
2038
G2 Capital Management
Ohio
$247K -$1.79K -39 -0.7%
WC
2039
Weil Company
California
$246K -$4.26K -93 -2%
WA
2040
Win Advisors
Florida
$246K +$255K +5,570 New
PTP
2041
Platform Technology Partners
New York
$246K -$5.46K -119 -2%
SS
2042
Sunbelt Securities
Texas
$245K +$8.16K +178 +3%
WPP
2043
Whalerock Point Partners
Rhode Island
$245K – – –
RIG
2044
Renaissance Investment Group
Massachusetts
$245K – – –
BSB
2045
Bangor Savings Bank
Maine
$245K -$1.6K -35 -0.6%
AF
2046
Apollon Financial
South Carolina
$244K +$254K +5,532 New
FFP
2047
FourThought Financial Partners
Florida
$244K -$2.89K -63 -1%
CA
2048
COFG Advisors
Illinois
$244K +$253K +5,518 New
DCM
2049
Dudley Capital Management
Virginia
$243K – – –
CAC
2050
Core Alternative Capital
Georgia
$243K +$45.3K +988 +22%
80 81
82
83 84