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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2026
True Wealth Design
Ohio
$249K -$45.6K -995 -15%
IAG
2027
Investment Advisory Group
Massachusetts
$248K +$4.63K +101 +2%
RPSA
2028
Richard P. Slaughter Associates
Texas
$248K -$4.58K -100 -2%
RW
2029
RVW Wealth
California
$248K +$917 +20 +0.4%
TW
2030
Towerpoint Wealth
California
$248K +$257K +5,611 New
TAM
2031
Titleist Asset Management
Texas
$248K +$257K +5,610 New
VCAM
2032
Van Cleef Asset Management
Ohio
$247K – – –
GCM
2033
G2 Capital Management
Ohio
$247K -$1.79K -39 -0.7%
WC
2034
Weil Company
California
$246K -$4.26K -93 -2%
WA
2035
Win Advisors
Florida
$246K +$255K +5,570 New
PTP
2036
Platform Technology Partners
New York
$246K -$5.46K -119 -2%
SS
2037
Sunbelt Securities
Texas
$245K +$8.16K +178 +3%
WPP
2038
Whalerock Point Partners
Rhode Island
$245K – – –
RIG
2039
Renaissance Investment Group
Massachusetts
$245K – – –
BSB
2040
Bangor Savings Bank
Maine
$245K -$1.6K -35 -0.6%
AF
2041
Apollon Financial
South Carolina
$244K +$254K +5,532 New
FFP
2042
FourThought Financial Partners
Florida
$244K -$2.89K -63 -1%
CA
2043
COFG Advisors
Illinois
$244K +$253K +5,518 New
DCM
2044
Dudley Capital Management
Virginia
$243K – – –
CAC
2045
Core Alternative Capital
Georgia
$243K +$45.3K +988 +22%
RRWA
2046
Rainey & Randall Wealth Advisors
Florida
$243K +$252K +5,507 New
RH
2047
RFG Holdings
Texas
$243K +$252K +5,500 New
LC
2048
Lawood & Co
Pennsylvania
$243K -$9.17K -200 -4%
BST
2049
Bath Savings Trust
Maine
$243K – – –
ZIG
2050
Zuckerman Investment Group
Illinois
$243K – – –
80 81
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83 84