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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$493K +$50.2K +837 +10%
PCP
2027
Proficio Capital Partners
Massachusetts
$493K -$2.34K -39 -0.4%
CGA
2028
Crescent Grove Advisors
Illinois
$492K -$182K -3,042 -26%
RRA
2029
Round Rock Advisors
Connecticut
$492K -$1.5K -25 -0.3%
FNC
2030
First National Corp
Massachusetts
$491K -$4.62K -77 -0.9%
CPP
2031
Capasso Planning Partners
South Carolina
$491K -$12.3K -205 -2%
SI
2032
Symmetry Investments
Jersey
$491K +$58.3K +972 +12%
SWA
2033
SOA Wealth Advisors
New York
$488K +$14.7K +245 +3%
AAS
2034
Annex Advisory Services
Wisconsin
$487K +$119K +1,981 +29%
FCM
2035
Firestone Capital Management
Florida
$487K – – –
BFA
2036
Beacon Financial Advisory
Ohio
$487K +$2.88K +48 +0.6%
PI
2037
Pettee Investors
Connecticut
$486K – – –
FC
2038
Forte Capital
New York
$485K -$146K -2,431 -22%
ACP
2039
Aviance Capital Partners
Florida
$485K -$15.8K -264 -3%
BF
2040
Brogan Financial
Tennessee
$483K +$159K +2,649 +45%
FA
2041
Fagan Associates
New York
$483K – – –
EWM
2042
Evermay Wealth Management
Virginia
$483K -$1.62K -27 -0.3%
WIA
2043
Westbourne Investment Advisors
Maryland
$482K – – –
TPW
2044
Transatlantique Private Wealth
New York
$481K – – –
MC
2045
Middleton & Co
Massachusetts
$480K -$30K -500 -6%
CCM
2046
Cullen Capital Management
New York
$480K – – –
ACA
2047
Affinity Capital Advisors
California
$479K -$120 -2 -0%
MWM
2048
Mattern Wealth Management
Kansas
$478K – – –
LWM
2049
Lodestone Wealth Management
Washington
$478K -$4.26K -71 -0.8%
ACP
2050
Aveo Capital Partners
Colorado
$477K -$64.5K -1,075 -11%
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