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Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
2026
Wellington Shields Capital Management
New York
$364K – – –
HCM
2027
Hollencrest Capital Management
California
$363K +$220K +960 +307%
1IA
2028
1834 Investment Advisors
Wisconsin
$363K – – –
IA
2029
Intellus Advisors
Florida
$363K -$1.61K -7 -0.5%
TWM
2030
Tumwater Wealth Management
Idaho
$362K -$9.18K -40 -3%
CWP
2031
Corepath Wealth Partners
Arizona
$362K +$240K +1,047 New
ACGA
2032
Atlanta Consulting Group Advisors
Georgia
$362K +$291K +1,267 New
WIA
2033
Wealthedge Investment Advisors
New York
$361K +$290K +1,265 New
CW
2034
Cedarwood Wealth
Colorado
$357K +$211K +918 New
LBWM
2035
Left Brain Wealth Management
Illinois
$357K +$287K +1,250 New
MF
2036
Manuka Financial
Virginia
$355K +$6.42K +28 +2%
CWA
2037
Continuum Wealth Advisors
New York
$354K +$285K +1,241 New
JWM
2038
JGP Wealth Management
Oregon
$353K +$284K +1,238 New
HL
2039
HeadInvest LLC
Maine
$353K – – –
BL
2040
Balentine LLC
Georgia
$352K -$21.6K -94 -7%
1CP
2041
1015 Capital Partners
Pennsylvania
$352K +$283K +1,233 New
ESB
2042
Essex Savings Bank
Connecticut
$350K -$57.1K -249 -17%
1IA
2043
1620 Investment Advisors
Massachusetts
$350K -$55.1K -240 -16%
FMI
2044
F/M Investments
District of Columbia
$349K +$281K +1,223 New
TW
2045
Traveka Wealth
California
$349K +$4.82K +21 +2%
TL
2046
Tradewinds LLC
North Carolina
$348K -$13.1K -57 -4%
ET
2047
Equitable Trust
Tennessee
$348K -$2.75K -12 -1%
FC
2048
Financial Council
Maryland
$346K – – –
SDWIA
2049
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K – – –
SP
2050
Symmetry Partners
Connecticut
$345K +$278K +1,210 New
80 81
82
83 84