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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2026
Pinnacle West Asset Management
Wyoming
$840K -$11.3K -150 -1%
PAM
2027
Peninsula Asset Management
Florida
$840K +$835K +11,042 New
CCWM
2028
Cassaday & Co Wealth Management
Virginia
$837K -$13.2K -175 -2%
PH
2029
Pinnacle Holdings
Oklahoma
$836K +$94.9K +1,255 +13%
OFS
2030
OMC Financial Services
New York
$835K -$3.78K -50 -0.5%
BZWA
2031
Blue Zone Wealth Advisors
California
$835K -$151 -2 -0%
WP
2032
WealthShield Partners
North Carolina
$835K -$686K -9,078 -45%
TW
2033
ticino wealth
California
$833K -$142K -1,877 -16%
EWS
2034
Evergreen Wealth Solutions
Pennsylvania
$831K +$826K +10,927 New
AIC
2035
Archer Investment Corporation
Indiana
$831K -$228K -3,010 -22%
RIA
2036
Richwood Investment Advisors
Ohio
$828K -$6.05K -80 -0.7%
LWM
2037
LeConte Wealth Management
Tennessee
$826K +$310K +4,098 +61%
CA
2038
Calton & Associates
Florida
$824K -$66.5K -879 -8%
AP
2039
Anchyra Partners
Georgia
$824K +$34.1K +451 +4%
RWPA
2040
Richard W. Paul & Associates
Michigan
$824K +$17.4K +230 +2%
PCA
2041
Private Capital Advisors
Connecticut
$822K – – –
WFG
2042
Wills Financial Group
Virginia
$816K +$10.1K +133 +1%
IPW
2043
Invictus Private Wealth
Colorado
$814K – – –
ANBOT
2044
American National Bank of Texas
Texas
$813K -$11.9K -158 -1%
BT
2045
Brandywine Trust
Delaware
$812K – – –
RIS
2046
Retirement Income Solutions
Michigan
$811K +$1.97K +26 +0.2%
OL
2047
OneFund LLC
Florida
$810K -$56.8K -751 -7%
LFP
2048
Lakeshore Financial Planning
Michigan
$809K -$227 -3 -0%
WF
2049
WoodTrust Financial
Wisconsin
$805K +$55.9K +739 +8%
JSC
2050
Jackson Square Capital
California
$804K – – –
80 81
82
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