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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
Ritholtz Wealth Management
New York
$419K -$110K -604 -22%
MIA
2027
MainStreet Investment Advisors
Illinois
$417K +$395K +2,160 New
PHAM
2028
Palisades Hudson Asset Management
Florida
$416K – – –
CWA
2029
Clarus Wealth Advisors
Arizona
$415K +$109K +595 +38%
TCPWM
2030
Traverso Chambers Private Wealth Management
California
$414K – – –
KCPG
2031
Kavar Capital Partners Group
Kansas
$413K – – –
MSS
2032
Mitchell Sinkler & Starr
Pennsylvania
$412K -$20.1K -110 -5%
B
2033
Brightworth
Georgia
$412K -$1.64K -9 -0.4%
EPA
2034
Element Pointe Advisors
Florida
$411K -$337K -1,846 -46%
CNB
2035
Camden National Bank
Maine
$410K -$13.7K -75 -3%
TF
2036
TimeScale Financial
Massachusetts
$410K – – –
PC
2037
Port Capital
Illinois
$409K -$4.02K -22 -1%
MWC
2038
MBM Wealth Consultants
Missouri
$409K +$9.32K +51 +3%
AGA
2039
Accuvest Global Advisors
Utah
$409K +$387K +2,120 New
ACM
2040
AUA Capital Management
Pennsylvania
$408K – – –
SSW
2041
Smith Shellnut Wilson
Mississippi
$408K – – –
CFA
2042
Capstone Financial Advisors
Illinois
$408K +$32K +175 +9%
LFA
2043
Legacy Financial Advisors
Kentucky
$407K -$27.8K -152 -7%
PWM
2044
PRW Wealth Management
Massachusetts
$406K -$267K -1,459 -41%
BP
2045
BBR Partners
New York
$405K -$5.85M -32,022 -94%
ACM
2046
Aljian Capital Management
Nevada
$405K -$115K -630 -23%
GHA
2047
GW Henssler & Associates
Georgia
$404K -$9.14K -50 -2%
HTHT
2048
Hemenway Trust Hemenway Trust
New Hampshire
$403K -$183K -1,000 -32%
TC
2049
Trilogy Capital
California
$403K +$21.2K +116 +6%
PW
2050
Price Wealth
Texas
$402K +$4.57K +25 +1%
80 81
82
83 84