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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2026
Capital Square
Tennessee
$532K -$29.6K -151 -5%
TCM
2027
TimesSquare Capital Management
New York
$530K +$75.4K +385 +14%
CPC
2028
Consolidated Planning Corp
Georgia
$529K – – –
RI
2029
Rudd International
Florida
$529K +$11.2K +57 +2%
MCA
2030
Morris Capital Advisors
Pennsylvania
$524K -$14.3K -73 -2%
DWM
2031
Doyle Wealth Management
Florida
$523K +$979 +5 +0.2%
CCP
2032
Cardan Capital Partners
Colorado
$522K +$95K +485 +18%
SRC
2033
Sage Rhino Capital
California
$521K -$18K -92 -3%
BFWA
2034
Benchmark Financial Wealth Advisors
Florida
$521K -$7.24K -37 -1%
LDB
2035
Lee, Danner & Bass
Tennessee
$520K -$116K -590 -16%
LWM
2036
Liberty Wealth Management
California
$519K -$12.9K -66 -2%
PFBT
2037
Parkside Financial Bank & Trust
Missouri
$519K +$45.8K +234 +8%
CWA
2038
Clarus Wealth Advisors
Arizona
$519K +$47.4K +242 +8%
PL
2039
Plancorp LLC
Missouri
$519K +$89.9K +459 +17%
PFM
2040
Patton Fund Management
Texas
$519K +$609K +3,109 New
ICM
2041
IMS Capital Management
Oregon
$517K +$42.1K +215 +7%
P
2042
&Partners
Tennessee
$516K – – –
CCFM
2043
Clear Creek Financial Management
Washington
$515K +$129K +661 +29%
CT
2044
Columbia Trust
Oregon
$515K +$373K +1,905 +160%
AWM
2045
AllSquare Wealth Management
New York
$514K -$27.8K -142 -4%
OAM
2046
Oak Asset Management
California
$513K +$4.89K +25 +0.8%
BCM
2047
Becker Capital Management
Oregon
$512K +$14.5K +74 +2%
BFC
2048
Bedel Financial Consulting
Indiana
$511K +$11.2K +57 +2%
AWM
2049
Adams Wealth Management
Utah
$510K -$48.6K -248 -7%
GC
2050
Garde Capital
Washington
$509K -$601K -3,072 -50%
80 81
82
83 84