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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2026
EPG Wealth Management
Georgia
$392K +$24.4K +67 +6%
WCA
2027
Westover Capital Advisors
Delaware
$387K -$10.9K -30 -3%
RCA
2028
Ranch Capital Advisors
Florida
$387K +$405K +1,113 New
BWM
2029
BCS Wealth Management
Tennessee
$386K – – –
MCM
2030
MV Capital Management
Maryland
$385K +$109K +300 +37%
GTCM
2031
Gyon Technologies Capital Management
New Jersey
$385K +$403K +1,107 New
FA
2032
Fortis Advisors
Pennsylvania
$383K – – –
PA
2033
Prism Advisors
California
$382K – – –
EBA
2034
Eagle Bay Advisors
New York
$382K +$146K +402 +57%
VCM
2035
Vivaldi Capital Management
Illinois
$381K +$8.36K +23 +2%
SAMT
2036
Select Asset Management & Trust
Pennsylvania
$380K -$28.7K -79 -7%
GIP
2037
Greatmark Investment Partners
Georgia
$380K -$2.91K -8 -0.7%
CCM
2038
Consolidated Capital Management
California
$379K -$727 -2 -0.2%
AWM
2039
Aprio Wealth Management
Georgia
$376K – – –
FIM
2040
Fernwood Investment Management
Massachusetts
$375K – – –
FSC
2041
Full Sail Capital
Oklahoma
$375K – – –
WC
2042
Woodstock Corp
Massachusetts
$375K – – –
DWM
2043
Dorchester Wealth Management
Quebec, Canada
$374K -$81.8K -225 -17%
PWM
2044
PBMares Wealth Management
Virginia
$374K – – –
CWC
2045
Carolinas Wealth Consulting
North Carolina
$372K -$72.4K -199 -16%
CBTWT
2046
Community Bank & Trust (Waco, Texas)
Texas
$372K – – –
FCB
2047
First Command Bank
Texas
$370K +$7.64K +21 +2%
FCFS
2048
First Command Financial Services
Texas
$370K +$7.64K +21 +2%
BWM
2049
Bulltick Wealth Management
Florida
$367K +$384K +1,056 New
SCM
2050
Southport Capital Management
Tennessee
$367K -$66.5K -183 -15%
80 81
82
83 84