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Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
2026
James J. Burns & Company
New York
$365K -$6.32K -256 -2%
CFFP
2027
Center for Financial Planning
Michigan
$365K -$1.68K -68 -0.5%
DA
2028
Dover Advisors
Virginia
$365K -$9.13K -370 -3%
GIM
2029
Guardian Investment Management
California
$365K +$13.8K +558 +4%
CW
2030
Channel Wealth
California
$363K +$765 +31 +0.2%
SFP
2031
Shepherd Financial Partners
Massachusetts
$362K -$51K -2,065 -13%
LIA
2032
LBMC Investment Advisors
Tennessee
$362K -$20.6K -836 -6%
GAM
2033
Gould Asset Management
California
$362K -$24.3K -985 -6%
MAM
2034
MMA Asset Management
Pennsylvania
$362K -$310K -12,556 -47%
AWM
2035
Aberdeen Wealth Management
Illinois
$362K -$5.48K -222 -2%
PIMG
2036
Patriot Investment Management Group
Tennessee
$362K -$25.5K -1,035 -7%
JCIA
2037
Jackson Creek Investment Advisors
Colorado
$361K -$106K -4,290 -23%
WPC
2038
White Pine Capital
Minnesota
$359K -$2.42K -98 -0.7%
HWAM
2039
Hennion & Walsh Asset Management
New Jersey
$358K -$329K -13,320 -49%
SC
2040
Sykon Capital
New York
$357K +$49.4K +2,000 +17%
CAM
2041
Clark Asset Management
New Hampshire
$356K +$120K +4,855 +53%
NIA
2042
NIA Impact Advisors
California
$356K +$92K +3,726 +36%
WCM
2043
Winthrop Capital Management
Indiana
$356K -$24.9K -1,007 -7%
PFS
2044
Physicians Financial Services
North Carolina
$354K -$26.2K -1,063 -7%
DOA
2045
D'Orazio & Associates
Virginia
$354K +$98.7K +3,998 +40%
JTF
2046
J. Team Financial
Texas
$354K +$343K +13,882 New
HCMG
2047
Howard Capital Management Group
California
$354K
CANC
2048
Culbertson A N & Co
Virginia
$354K -$56.8K -2,300 -14%
BOJHT
2049
Bank of Jackson Hole Trust
Wyoming
$353K +$50.6K +2,051 +17%
NP
2050
Nilsine Partners
Colorado
$353K +$20.4K +825 +6%