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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2026
Clarus Group
Texas
$565K -$61.1K -1,076 -10%
GLLW
2027
Graves Light Lenhart Wealth
Virginia
$564K – – –
RDWM
2028
Red Door Wealth Management
Tennessee
$563K -$1.82K -32 -0.3%
GWA
2029
Gratus Wealth Advisors
Virginia
$563K +$543K +9,557 New
PCIG
2030
Partners Capital Investment Group
Massachusetts
$561K -$3.69K -65 -0.7%
VCAM
2031
Van Cleef Asset Management
Ohio
$560K – – –
DSC
2032
Duncker Streett & Co
Missouri
$560K -$22.7K -400 -4%
AC
2033
ASB Consultores
Florida
$560K +$540K +9,502 New
CWS
2034
Cypress Wealth Services
California
$559K -$10.3K -181 -2%
CAWM
2035
Capital Advisors Wealth Management
Washington
$559K -$141K -2,477 -21%
V
2036
ViaWealth
Kansas
$559K +$568 +10 +0.1%
SC
2037
Sierra Capital
Florida
$558K -$3.58K -63 -0.7%
FUBT
2038
First United Bank & Trust
Maryland
$558K +$26.6K +469 +5%
SFSG
2039
Sound Financial Strategies Group
Mississippi
$557K -$260K -4,577 -33%
TW
2040
TrinityPoint Wealth
Connecticut
$556K -$65.9K -1,161 -11%
FNWA
2041
Financial Network Wealth Advisors
Utah
$556K +$536K +9,434 New
SLG
2042
Stanley-Laman Group
Pennsylvania
$556K +$9.09K +160 +2%
MYIA
2043
Mount Yale Investment Advisors
Colorado
$555K +$9.2K +162 +2%
IAP
2044
Indie Asset Partners
Indiana
$552K +$5.91K +104 +1%
HTHT
2045
Hemenway Trust Hemenway Trust
New Hampshire
$551K -$11.4K -200 -2%
FMP
2046
Financial Management Professionals
Texas
$551K +$54.9K +966 +12%
CHA
2047
Carmichael Hill & Associates
Maryland
$551K -$40.6K -714 -7%
CJFS
2048
Coulter & Justus Financial Services
Tennessee
$550K +$530K +9,339 New
VC
2049
Vestor Capital
Illinois
$550K +$105K +1,849 +25%
CWM
2050
Circle Wealth Management
New Jersey
$549K -$84.3K -1,485 -14%
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