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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2026
Ranch Capital Advisors
Florida
$387K +$405K +1,113 New
BWM
2027
BCS Wealth Management
Tennessee
$386K – – –
MCM
2028
MV Capital Management
Maryland
$385K +$109K +300 +37%
GTCM
2029
Gyon Technologies Capital Management
New Jersey
$385K +$403K +1,107 New
FA
2030
Fortis Advisors
Pennsylvania
$383K – – –
PA
2031
Prism Advisors
California
$382K – – –
EBA
2032
Eagle Bay Advisors
New York
$382K +$146K +402 +57%
VCM
2033
Vivaldi Capital Management
Illinois
$381K +$8.36K +23 +2%
SAMT
2034
Select Asset Management & Trust
Pennsylvania
$380K -$28.7K -79 -7%
GIP
2035
Greatmark Investment Partners
Georgia
$380K -$2.91K -8 -0.7%
CCM
2036
Consolidated Capital Management
California
$379K -$727 -2 -0.2%
AWM
2037
Aprio Wealth Management
Georgia
$376K – – –
FIM
2038
Fernwood Investment Management
Massachusetts
$375K – – –
FSC
2039
Full Sail Capital
Oklahoma
$375K – – –
WC
2040
Woodstock Corp
Massachusetts
$375K – – –
DWM
2041
Dorchester Wealth Management
Quebec, Canada
$374K -$81.8K -225 -17%
PWM
2042
PBMares Wealth Management
Virginia
$374K – – –
CWC
2043
Carolinas Wealth Consulting
North Carolina
$372K -$72.4K -199 -16%
CBTWT
2044
Community Bank & Trust (Waco, Texas)
Texas
$372K – – –
FCB
2045
First Command Bank
Texas
$370K +$7.64K +21 +2%
FCFS
2046
First Command Financial Services
Texas
$370K +$7.64K +21 +2%
BWM
2047
Bulltick Wealth Management
Florida
$367K +$384K +1,056 New
SCM
2048
Southport Capital Management
Tennessee
$367K -$66.5K -183 -15%
ICP
2049
Interchange Capital Partners
Pennsylvania
$366K -$42.2K -116 -10%
ACP
2050
Aveo Capital Partners
Colorado
$366K +$1.82K +5 +0.5%
80 81
82
83 84