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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
2026
Sound Financial Strategies Group
Mississippi
$579K +$180 +3 +0%
IAP
2027
Indie Asset Partners
Indiana
$578K +$4.26K +71 +0.8%
CG
2028
Clarus Group
Texas
$577K -$9.43K -157 -2%
CS
2029
Crescent Sterling
Louisiana
$574K -$17.5K -291 -3%
JWM
2030
Jeppson Wealth Management
California
$573K -$26.4K -440 -4%
FUBT
2031
First United Bank & Trust
Maryland
$572K -$6.67K -111 -1%
HTHT
2032
Hemenway Trust Hemenway Trust
New Hampshire
$572K – – –
FNWA
2033
Financial Network Wealth Advisors
Utah
$572K -$5.47K -91 -1%
SLG
2034
Stanley-Laman Group
Pennsylvania
$571K -$6.01K -100 -1%
PCP
2035
Proficio Capital Partners
Massachusetts
$571K +$32.1K +535 +6%
VCAM
2036
Van Cleef Asset Management
Ohio
$570K -$12K -200 -2%
DAC
2037
Dividend Assets Capital
South Carolina
$568K +$12K +200 +2%
MMA
2038
Miracle Mile Advisors
California
$567K -$4.28M -71,312 -88%
CHA
2039
Carmichael Hill & Associates
Maryland
$567K -$4.45K -74 -0.8%
AF
2040
Aldebaran Financial
$563K -$6.31K -105 -1%
TAM
2041
Tucker Asset Management
Colorado
$561K -$194K -3,230 -26%
AWC
2042
Abundance Wealth Counselors
Pennsylvania
$561K -$146K -2,436 -21%
9WM
2043
9258 Wealth Management
Ohio
$561K +$180 +3 +0%
NFG
2044
Nadler Financial Group
Illinois
$560K +$62.4K +1,038 +13%
HAC
2045
Harbor Advisory Corp
New Hampshire
$559K – – –
MFGM
2046
Marshall Financial Group (Maryland)
Maryland
$558K +$35.5K +591 +7%
CPP
2047
Capasso Planning Partners
South Carolina
$557K +$8.11K +135 +2%
CWI
2048
Conscious Wealth Investments
Florida
$557K – – –
AI
2049
Accredited Investors
Minnesota
$556K +$23.7K +395 +5%
QC
2050
Quent Capital
New York
$556K +$20.8K +347 +4%
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