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Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
2026
Financial Network Wealth Advisors
Utah
$602K +$6.75K +109 +1%
OAM
2027
Occidental Asset Management
California
$600K +$62.5K +1,010 +12%
IPW
2028
Inlet Private Wealth
Florida
$599K +$104K +1,677 +22%
DSC
2029
Duncker Streett & Co
Missouri
$599K -$167K -2,700 -22%
LWM
2030
Laidlaw Wealth Management
New York
$598K -$18.3K -296 -3%
CSC
2031
Caldwell Sutter Capital
California
$598K +$49.8K +805 +9%
RBFC
2032
Roman Butler Fullerton & Co
Missouri
$598K -$6.62K -107 -1%
IAP
2033
Indie Asset Partners
Indiana
$597K -$3.9K -63 -0.7%
SLG
2034
Stanley-Laman Group
Pennsylvania
$594K – – –
MC
2035
Middleton & Co
Massachusetts
$594K +$46.4K +750 +9%
VCAM
2036
Van Cleef Asset Management
Ohio
$593K – – –
VC
2037
Vestor Capital
Illinois
$592K -$11.1K -180 -2%
DAC
2038
Dividend Assets Capital
South Carolina
$591K – – –
DWMS
2039
Dominguez Wealth Management Solutions
Virginia
$591K -$32.7K -528 -5%
VC
2040
Vicus Capital
Pennsylvania
$591K +$18.6K +300 +3%
PWM
2041
Prentice Wealth Management
New York
$588K +$13.1K +211 +2%
RMCM
2042
Reynders McVeigh Capital Management
Massachusetts
$587K -$29.8K -481 -5%
EFSCE
2043
Enterprise Financial Services Corp (EFSC)
Missouri
$586K -$33.6K -543 -6%
FWP
2044
Firethorn Wealth Partners
Georgia
$586K -$55.5K -897 -9%
HTHT
2045
Hemenway Trust Hemenway Trust
New Hampshire
$582K -$12.9K -209 -2%
NFG
2046
Nadler Financial Group
Illinois
$580K -$2.41K -39 -0.4%
JWM
2047
Jeppson Wealth Management
California
$579K -$17.1K -276 -3%
WF
2048
Wayfinding Financial
Washington
$578K -$63.9K -1,032 -10%
SPA
2049
Sherbrooke Park Advisers
New York
$578K +$562K +9,074 New
1IA
2050
1834 Investment Advisors
Wisconsin
$573K -$42.6K -688 -7%
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