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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMF
2026
Arbor Wealth Management (Florida)
Florida
$1.15M +$178K +6,460 +20%
BAM
2027
Byrne Asset Management
New Jersey
$1.15M +$1.07M +38,950 New
BMCM
2028
Burns Matteson Capital Management
New York
$1.14M +$154K +5,610 +17%
SICM
2029
Sustainable Insight Capital Management
New York
$1.14M +$67.1K +2,440 +7%
CCB
2030
Cutter & Co Brokerage
Missouri
$1.14M +$60.5K +2,200 +6%
AWAG
2031
ARS Wealth Advisors Group
Florida
$1.14M +$148K +5,390 +16%
HWA
2032
Heritage Wealth Advisors
Virginia
$1.13M +$16.5K +600 +2%
ST
2033
Sentinel Trust
Texas
$1.13M +$1.06M +38,440 New
GC
2034
Gilbert & Cook
Iowa
$1.13M +$1.06M +38,410 New
PMG
2035
ProVise Management Group
Florida
$1.13M +$85.8K +3,120 +9%
MA
2036
Maxele Advisors
Missouri
$1.13M +$1.05M +38,310 New
EWA
2037
Evolution Wealth Advisors
Florida
$1.13M +$13.8K +500 +1%
AA
2038
Advisory Alpha
Michigan
$1.12M +$245K +8,920 +30%
VC
2039
Vicus Capital
Pennsylvania
$1.12M +$1.32M +47,980 New
OPWM
2040
Oxinas Partners Wealth Management
Indiana
$1.12M +$1.04M +37,970 New
GC
2041
Grimes & Company
Massachusetts
$1.11M -$347K -12,600 -25%
PSP
2042
Principal Street Partners
Tennessee
$1.11M +$52.8K +1,920 +5%
GCAC
2043
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.11M -$282K -10,250 -21%
NC
2044
NovaPoint Capital
Georgia
$1.11M +$151K +5,500 +17%
PHS
2045
Pekin Hardy Strauss
Illinois
$1.1M -$54.2K -1,970 -5%
FBFS
2046
First Business Financial Services
Wisconsin
$1.1M +$221K +8,040 +27%
BFA
2047
Benedict Financial Advisors
Georgia
$1.1M +$275 +10 +0%
FAFN
2048
First Affirmative Financial Network
Colorado
$1.1M +$121K +4,390 +13%
DA
2049
Duality Advisers
Florida
$1.09M +$1.02M +37,170 New
MWM
2050
Mattern Wealth Management
Kansas
$1.09M +$25K +910 +3%
80 81
82
83 84