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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2026
Winthrop Advisory Group
Massachusetts
$19.2M +$639K +1,276 +3%
AF
2027
Apollon Financial
South Carolina
$19.2M +$1.28M +2,559 +7%
WCA
2028
Westover Capital Advisors
Delaware
$19.2M +$131K +262 +0.7%
SCA
2029
Stokes Capital Advisors
South Carolina
$19.2M -$97.2K -194 -0.5%
MGWM
2030
Marks Group Wealth Management
Minnesota
$19.1M +$4.87M +9,711 +33%
NL
2031
NVWM LLC
Pennsylvania
$19.1M -$258K -515 -1%
RP
2032
RIHO Partners
Arizona
$19.1M +$19.8M +39,531 New
IA
2033
Intellus Advisors
Florida
$19.1M +$215K +430 +1%
MCM
2034
Manchester Capital Management
Vermont
$19M +$1.65M +3,297 +9%
HIP
2035
Harrell Investment Partners
Texas
$19M +$231K +461 +1%
HRC
2036
Hoertkorn Richard Charles
$19M -$411K -820 -2%
FPGK
2037
Financial Partners Group (Kansas)
Kansas
$19M +$139K +278 +0.6%
BAM
2038
Brave Asset Management
New Jersey
$19M -$20.5K -41 -0.1%
IPW
2039
Inlet Private Wealth
Florida
$19M -$198K -395 -1%
BRM
2040
Boston Research & Management
Massachusetts
$19M -$1.18M -2,362 -6%
BFW
2041
Brady Family Wealth
Missouri
$18.9M -$417K -832 -2%
AFGAS
2042
Allegiance Financial Group Advisory Services
Virginia
$18.9M +$70.2K +140 +0.4%
RB
2043
Rodgers Brothers
Pennsylvania
$18.9M -$553K -1,103 -3%
BFA
2044
Bill Few Associates
Pennsylvania
$18.8M +$341K +680 +2%
VSI
2045
Verde Servicos Internacionais
Brazil
$18.8M -$4.64M -9,268 -19%
4WM
2046
44 Wealth Management
Oregon
$18.8M +$13.5K +27 +0.1%
JSA
2047
Jacobson & Schmitt Advisors
Wisconsin
$18.8M -$712K -1,421 -4%
SFP
2048
Shepherd Financial Partners
Massachusetts
$18.8M -$869K -1,735 -4%
MAM
2049
Mirabaud Asset Management
United Kingdom
$18.7M +$5.1M +10,168 +29%
PCR
2050
Potrero Capital Research
California
$18.7M – – –
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