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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2026
Evermay Wealth Management
Virginia
$538K +$15K +248 +3%
WAM
2027
WNY Asset Management
New York
$537K -$182 -3 -0%
CWS
2028
Cypress Wealth Services
California
$536K -$2.79K -46 -0.5%
FA
2029
Fagan Associates
New York
$535K – – –
SFS
2030
Strategic Financial Services
New York
$535K – – –
RRA
2031
Round Rock Advisors
Connecticut
$534K +$7.14K +118 +1%
WIA
2032
Westbourne Investment Advisors
Maryland
$534K – – –
FCM
2033
Firestone Capital Management
Florida
$534K – – –
AWA
2034
Amplius Wealth Advisors
Pennsylvania
$534K +$15.3K +252 +3%
CWM
2035
Connecticut Wealth Management
Connecticut
$532K +$31.3K +517 +6%
3F
2036
360 Financial
Minnesota
$531K +$5.81K +96 +1%
EWA
2037
ERTS Wealth Advisors
Michigan
$531K -$168K -2,775 -24%
MWM
2038
Mattern Wealth Management
Kansas
$530K – – –
SWA
2039
SOA Wealth Advisors
New York
$525K – – –
NA
2040
Navellier & Associates
Nevada
$524K +$13.9K +230 +3%
T
2041
TRUADVICE
Florida
$524K +$236K +3,892 +91%
HGWM
2042
Horst & Graben Wealth Management
Oregon
$523K -$23.2K -383 -4%
FOA
2043
Five Oceans Advisors
California
$523K -$9.87K -163 -2%
AIM
2044
Acropolis Investment Management
Missouri
$522K +$17.9K +296 +4%
ACP
2045
Aveo Capital Partners
Colorado
$522K +$30.5K +503 +6%
CCFM
2046
Clear Creek Financial Management
Washington
$521K +$25.2K +416 +5%
LWMM
2047
Legacy Wealth Management (Mississippi)
Mississippi
$521K – – –
PCMC
2048
Paragon Capital Management (Colorado)
Colorado
$521K – – –
NFG
2049
Nadler Financial Group
Illinois
$520K – – –
AIP
2050
Ahrens Investment Partners
Louisiana
$520K +$243K +4,012 +92%
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