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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2026
Weaver Consulting Group
California
$396K – – –
TIA
2027
Traphagen Investment Advisors
New Jersey
$396K +$27.4K +144 +7%
CAAS
2028
Capital Asset Advisory Services
Michigan
$395K +$33.3K +175 +9%
GEA
2029
Glen Eagle Advisors
New Jersey
$395K -$8.17K -43 -2%
GWM
2030
Greenwich Wealth Management
Connecticut
$394K -$78.5K -413 -16%
WCA
2031
Westover Capital Advisors
Delaware
$394K -$24.9K -131 -6%
OWA
2032
Outlook Wealth Advisors
Texas
$394K -$3.99K -21 -0.9%
FWM
2033
Fairhaven Wealth Management
Illinois
$393K – – –
SCM
2034
SOL Capital Management
Maryland
$389K -$39.9K -210 -9%
WIC
2035
Woodmont Investment Counsel
Tennessee
$386K -$39.9K -210 -9%
MWC
2036
MBM Wealth Consultants
Missouri
$386K +$15.8K +83 +4%
PHAM
2037
Palisades Hudson Asset Management
Florida
$384K – – –
JFM
2038
Jackson Financial Management
California
$383K +$20K +105 +5%
TF
2039
TimeScale Financial
Massachusetts
$382K +$3.61K +19 +0.9%
KCPG
2040
Kavar Capital Partners Group
Kansas
$381K – – –
CNB
2041
Camden National Bank
Maine
$381K +$3.61K +19 +0.9%
LFA
2042
Legacy Financial Advisors
Kentucky
$379K +$3.99K +21 +1%
B
2043
Brightworth
Georgia
$378K -$2.85K -15 -0.7%
TCPWM
2044
Traverso Chambers Private Wealth Management
California
$378K – – –
AAM
2045
American Asset Management
Florida
$378K +$24.9K +131 +7%
CRWM
2046
Castle Rock Wealth Management
California
$377K -$112K -587 -23%
MIA
2047
MainStreet Investment Advisors
Illinois
$377K -$7.79K -41 -2%
PO
2048
Private Ocean
California
$377K +$55.9K +294 +16%
ACM
2049
AUA Capital Management
Pennsylvania
$376K – – –
SQA
2050
Simon Quick Advisors
New Jersey
$376K +$66.9K +352 +20%
80 81
82
83 84