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Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
2026
Hixon Zuercher
Ohio
$248K – – –
DAM
2027
Doheny Asset Management
California
$248K -$245K -1,989 -50%
SSG
2028
Summit Securities Group
New York
$248K -$59.5K -484 -19%
EWM
2029
Endowment Wealth Management
Wisconsin
$247K +$5.04K +41 +2%
PP
2030
PrairieView Partners
Minnesota
$247K +$492 +4 +0.2%
BCM
2031
Boltwood Capital Management
California
$247K +$15.7K +128 +7%
VCM
2032
Versant Capital Management
Arizona
$246K +$13.8K +112 +6%
AT
2033
Avalon Trust
New Mexico
$246K +$246K +2,005 New
BC
2034
Bridgefront Capital
Texas
$246K +$246K +2,004 New
NJBEST
2035
New Jersey Better Educational Savings Trust
New Jersey
$245K – – –
VW
2036
Vantage Wealth
California
$245K – – –
WGAM
2037
Wilkinson Global Asset Management
New York
$245K – – –
MIS
2038
Morningstar Investment Services
Illinois
$245K +$250K +2,037 New
GWM
2039
GSB Wealth Management
Connecticut
$244K -$177K -1,441 -42%
DWP
2040
Destiny Wealth Partners
Florida
$243K +$5.41K +44 +2%
FCA
2041
FinTrust Capital Advisors
South Carolina
$242K – – –
KI
2042
Kula Investments
Illinois
$242K +$242K +1,971 New
IAG
2043
Investmark Advisory Group
Connecticut
$242K – – –
CANC
2044
Culbertson A N & Co
Virginia
$242K – – –
DP
2045
Denver PWM
Colorado
$240K +$615 +5 +0.3%
QPWM
2046
Quadrant Private Wealth Management
Pennsylvania
$240K -$1.23K -10 -0.5%
PIAS
2047
PCA Investment Advisory Services
Ohio
$240K +$241K +1,957 New
LC
2048
Landaas & Company
Wisconsin
$240K – – –
PD
2049
Planning Directions
Pennsylvania
$240K – – –
PCM
2050
Prelude Capital Management
New York
$240K +$240K +1,954 New
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