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Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
2026
Aspen Grove Capital
Colorado
$345K – – –
MCM
2027
Manchester Capital Management
Vermont
$344K +$19.4K +310 +6%
WIM
2028
Westside Investment Management
California
$344K – – –
PMG
2029
ProVise Management Group
Florida
$343K +$71.8K +1,150 +29%
FG
2030
Foster Group
Iowa
$342K +$33.1K +530 +12%
FW
2031
FullCircle Wealth
Texas
$342K +$335K +5,370 New
CWM
2032
Campbell Wealth Management
Virginia
$341K +$56.8K +910 +22%
PCMC
2033
Planning Capital Management Corporation
Pennsylvania
$341K -$35K -560 -10%
BCG
2034
Breakwater Capital Group
New Jersey
$340K +$1.25K +20 +0.4%
IIC
2035
Ironwood Investment Counsel
Arizona
$340K – – –
AWA
2036
Alta Wealth Advisors
Massachusetts
$339K +$5K +80 +2%
PA
2037
Perennial Advisors
New York
$339K +$12.5K +200 +4%
ST
2038
Sageworth Trust
Pennsylvania
$339K +$314K +5,020 New
UOC
2039
UBS O'Connor
Illinois
$337K -$2.19M -35,000 -88%
HFA
2040
Harbert Fund Advisors
Alabama
$337K -$219K -3,500 -41%
VF
2041
Vawter Financial
Ohio
$337K -$6.25K -100 -2%
HI
2042
Harper Investing
California
$337K -$1.87K -30 -0.6%
KA
2043
Kooman & Associates
Pennsylvania
$337K -$1.25K -20 -0.4%
DJYG
2044
David J. Yvars Group
Florida
$337K – – –
HA
2045
Harbor Advisors
Florida
$337K – – –
SFS
2046
Solitude Financial Services
Virginia
$337K – – –
WTG
2047
West Tower Group
Virginia
$337K +$250K +4,000 +400%
CBTWT
2048
Community Bank & Trust (Waco, Texas)
Texas
$337K -$312K -5,000 -50%
MSF
2049
Mustard Seed Financial
Arkansas
$337K – – –
SFA
2050
Source Financial Advisors
New York
$336K -$42.5K -680 -12%
80 81
82
83 84