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Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
2026
Bryn Mawr Capital Management
Pennsylvania
$752K -$83.2K -945 -8%
AFM
2027
Armstrong Fleming & Moore
District of Columbia
$752K – – –
GCM
2028
G2 Capital Management
Ohio
$751K +$1.85K +21 +0.2%
RPC
2029
Rossmore Private Capital
Connecticut
$751K +$5.9K +67 +0.6%
SOW
2030
State of Wyoming
Wyoming
$750K +$54.5K +619 +6%
BBES
2031
Buffalo Business & Estate Services
New York
$750K -$21.3M -241,837 Closed
MAWCM
2032
Mine & Arao Wealth Creation & Management
California
$749K -$6.87K -78 -0.7%
SP
2033
Stonebrook Private
Michigan
$749K -$62K -704 -6%
CAWM
2034
Capital Advisors Wealth Management
Washington
$748K -$25.2K -286 -3%
ECA
2035
Elevate Capital Advisors
Colorado
$748K +$923K +10,482 New
RMAM
2036
Raab & Moskowitz Asset Management
New Jersey
$747K -$11K -125 -1%
EWM
2037
Endowment Wealth Management
Wisconsin
$747K -$240K -2,720 -21%
PPWM
2038
PFG Private Wealth Management
Florida
$747K +$75.3K +855 +9%
TC
2039
Tannin Capital
North Carolina
$747K +$117K +1,331 +15%
BWM
2040
Baron Wealth Management
Michigan
$746K -$120K -1,366 -12%
NWAG
2041
Net Worth Advisory Group
Utah
$745K -$551K -6,254 -37%
CPA
2042
Capital Performance Advisors
California
$745K -$1.09M -12,384 -54%
CWM
2043
Connecticut Wealth Management
Connecticut
$745K +$79.5K +903 +9%
LWA
2044
Lantern Wealth Advisors
New York
$744K +$88 +1 +0%
AHL
2045
Abel Hall LLC
Louisiana
$741K -$213K -2,421 -19%
MIM
2046
Merrion Investment Management
New Jersey
$741K -$19.8K -225 -2%
WDC
2047
Woodward Diversified Capital
California
$741K -$94.8K -1,076 -9%
TFA
2048
Transamerica Financial Advisors
Florida
$740K -$367K -4,169 -29%
FWCM
2049
Ferguson Wellman Capital Management
Oregon
$739K +$185K +2,098 +25%
HW
2050
Hedeker Wealth
Illinois
$738K +$17.6K +200 +2%
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