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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
Liberty Wealth Management
California
$749K +$83.6K +1,199 +13%
IPW
2027
Invictus Private Wealth
Colorado
$748K – – –
BT
2028
Brandywine Trust
Delaware
$747K – – –
CUAMC
2029
China Universal Asset Management Company
China
$745K +$16K +229 +2%
CWI
2030
Conscious Wealth Investments
Florida
$745K +$7.32K +105 +1%
PWM
2031
Prentice Wealth Management
New York
$744K +$8.64K +124 +1%
RIS
2032
Retirement Income Solutions
Michigan
$743K – – –
LFP
2033
Lakeshore Financial Planning
Michigan
$743K -$20.8K -298 -3%
KJWM
2034
Kiley Juergens Wealth Management
Washington
$742K -$32.6K -468 -4%
HFW
2035
Horizon Family Wealth
Illinois
$742K -$23.6K -339 -3%
RWPA
2036
Richard W. Paul & Associates
Michigan
$741K +$55K +789 +8%
PBK
2037
Peoples Bank (Kansas)
Kansas
$741K -$13.9K -200 -2%
CG
2038
Corundum Group
Colorado
$740K +$24.9K +357 +3%
OWA
2039
Opal Wealth Advisors
New York
$739K -$74.9K -1,075 -9%
CPA
2040
Capital Performance Advisors
California
$739K +$195K +2,791 +36%
JSC
2041
Jackson Square Capital
California
$739K -$17.8K -255 -2%
FSA
2042
Franklin Street Advisors
North Carolina
$738K +$179K +2,564 +32%
UPS
2043
UHLMANN PRICE SECURITIES
Illinois
$737K +$5.58K +80 +0.8%
CL
2044
COWA LLC
Oklahoma
$737K -$28.9K -414 -4%
DAC
2045
Dividend Assets Capital
South Carolina
$736K +$488 +7 +0.1%
BSB
2046
Bangor Savings Bank
Maine
$732K -$47.2K -677 -6%
MCWS
2047
McKinley Carter Wealth Services
West Virginia
$731K -$8.92K -128 -1%
CCM
2048
Cullen Capital Management
New York
$729K – – –
FDS
2049
First Dallas Securities
Texas
$728K -$71.2K -1,021 -9%
NPF
2050
Norris Perne & French
Michigan
$727K -$8.85K -127 -1%
80 81
82
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