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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
JGP Wealth Management
Oregon
$590K -$469K -31,960 -44%
PP
2027
Paloma Partners
Connecticut
$588K -$242K -16,490 -29%
RSC
2028
Red Spruce Capital
Pennsylvania
$587K +$16.9K +1,150 +3%
BC
2029
Bartlett & Co
Ohio
$587K -$4.55K -310 -0.8%
BCWM
2030
Bartlett & Co Wealth Management
Ohio
$587K -$4.55K -310 -0.8%
FCB
2031
First Command Bank
Texas
$586K +$466K +31,800 +383%
FCFS
2032
First Command Financial Services
Texas
$586K +$466K +31,800 +383%
ORAM
2033
One River Asset Management
Connecticut
$586K +$589K +40,130 New
OHWA
2034
Oak Hill Wealth Advisors
Virginia
$586K +$588K +40,070 New
ES
2035
ETF Store
Kansas
$585K +$147 +10 +0%
MLIC
2036
Mandatum Life Insurance Company
Finland
$584K +$96.8K +6,600 +20%
WP
2037
WealthShield Partners
North Carolina
$584K -$69.4K -4,730 -11%
PMFA
2038
Plante Moran Financial Advisors
Michigan
$584K +$3.23K +220 +0.6%
HWMA
2039
Heritage Wealth Management (Arizona)
Arizona
$583K +$287K +19,550 +96%
SWM
2040
Shelton Wealth Management
Texas
$581K +$85.7K +5,840 +17%
LT
2041
Legacy Trust
Michigan
$581K +$583K +39,740 New
CP
2042
CenterBook Partners
Connecticut
$580K +$582K +39,710 New
DCM
2043
Delta Capital Management
New Jersey
$579K -$39.6K -2,700 -6%
AIP
2044
Ahrens Investment Partners
Louisiana
$578K +$38.7K +2,640 +7%
NIC
2045
Northwest Investment Counselors
Oregon
$576K +$171K +11,640 +42%
PFG
2046
Prosperity Financial Group
California
$576K +$578K +39,440 New
CA
2047
Centerpoint Advisors
Massachusetts
$576K – – –
TF
2048
TimeScale Financial
Massachusetts
$576K +$147 +10 +0%
GC
2049
Grimes & Company
Massachusetts
$573K -$24.8K -1,690 -4%
BCMO
2050
Buckingham Capital Management (Ohio)
Ohio
$572K – – –
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