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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2026
Chicago Trust
Illinois
$927K -$116K -1,080 -10%
RRA
2027
Round Rock Advisors
Connecticut
$926K -$398K -3,690 -27%
NPF
2028
Norris Perne & French
Michigan
$926K +$11.9K +110 +1%
QFW
2029
QTR Family Wealth
Florida
$925K +$17.8K +165 +1%
MAWCM
2030
Mine & Arao Wealth Creation & Management
California
$924K +$1.08K +10 +0.1%
GSWM
2031
Greenup Street Wealth Management
Michigan
$924K -$17.3K -160 -2%
SHFP
2032
Second Half Financial Partners
Florida
$922K -$59.1K -548 -5%
PIM
2033
Profit Investment Management
Maryland
$921K – – –
JCM
2034
Jacobi Capital Management
Pennsylvania
$918K +$96.6K +896 +10%
VGDSS
2035
VUB Generali dochodkova spravcovska spolocnost
$918K +$1.06M +9,790 New
CH
2036
Canton Hathaway
Rhode Island
$916K +$53.9K +500 +5%
EPM
2037
Elm Partners Management
Pennsylvania
$915K -$870K -8,067 -45%
SCM
2038
Saxony Capital Management
Missouri
$915K +$231K +2,139 +28%
PWM
2039
Prosperity Wealth Management
California
$913K +$98.6K +915 +10%
CFP
2040
Cypress Financial Planning
New Jersey
$913K -$52.7K -489 -5%
BWA
2041
Blodgett Wealth Advisors
California
$912K +$202K +1,870 +24%
BFG
2042
Birch Financial Group
New Hampshire
$911K +$74.3K +689 +8%
PFS
2043
Physicians Financial Services
North Carolina
$907K -$32.3K -300 -3%
AWM
2044
Atticus Wealth Management
Florida
$907K -$23.6K -219 -2%
LI
2045
Louisbourg Investments
New Brunswick, Canada
$903K +$706K +6,546 +122%
SAA
2046
Southeast Asset Advisors
Georgia
$903K -$517K -4,800 -33%
ELI
2047
Empire Life Investments
Ontario, Canada
$900K -$105K -978 -9%
CFG
2048
Carr Financial Group
Massachusetts
$900K -$3.67K -34 -0.4%
MFA
2049
Mayflower Financial Advisors
Massachusetts
$899K -$24.9K -231 -2%
CWM
2050
Connecticut Wealth Management
Connecticut
$898K -$4.31K -40 -0.4%
80 81
82
83 84