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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
MV Capital Management
Maryland
$525K +$11.3K +31 +2%
CAIMH
2027
Central Asset Investments & Management Holdings
Hong Kong
$522K +$182K +500 +53%
KWM
2028
Kolinsky Wealth Management
New Jersey
$519K -$66.8K -184 -11%
AWA
2029
Amplius Wealth Advisors
Pennsylvania
$518K +$21.4K +59 +4%
GWS
2030
Glassman Wealth Services
Virginia
$517K -$548K -1,510 -52%
PPWM
2031
Paragon Private Wealth Management
Kentucky
$516K -$112K -307 -18%
PGH
2032
Partners Group Holding
Switzerland
$516K – – –
CA
2033
Crewe Advisors
Utah
$514K +$109K +301 +27%
FWP
2034
Firethorn Wealth Partners
Georgia
$514K -$10.5K -29 -2%
CWC
2035
Carolinas Wealth Consulting
North Carolina
$512K -$25.4K -70 -5%
NJBEST
2036
New Jersey Better Educational Savings Trust
New Jersey
$512K – – –
VA
2037
Valmark Advisers
Ohio
$512K +$28.3K +78 +6%
SDWIA
2038
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$512K +$54.5K +150 +12%
FNT
2039
First Nebraska Trust
Nebraska
$509K – – –
SW
2040
SkyOak Wealth
Michigan
$509K +$69K +190 +16%
PMFA
2041
Plante Moran Financial Advisors
Michigan
$508K -$3.27K -9 -0.6%
OTL
2042
Oak Thistle LLC
New York
$508K +$507K +1,397 New
NSB
2043
Norway Savings Bank
Maine
$507K – – –
PIC
2044
Portland Investment Counsel
Ontario, Canada
$506K – – –
TSWM
2045
Triangle Securities Wealth Management
North Carolina
$505K -$7.26K -20 -1%
CWM
2046
Cordatus Wealth Management
Pennsylvania
$505K -$175K -483 -26%
SW
2047
SteelPeak Wealth
California
$504K -$57.8K -159 -10%
SVWAG
2048
Sound View Wealth Advisors Group
Georgia
$504K -$34.1K -94 -6%
SF
2049
Symphony Financial
Texas
$504K +$37K +102 +8%
GFS
2050
GYL Financial Synergies
Connecticut
$503K +$93.7K +258 +23%
80 81
82
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