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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Absher Wealth Management
North Carolina
$416K – – –
BTW
2027
Boston Trust Walden
Massachusetts
$416K +$65.7K +260 +18%
SRC
2028
Sage Rhino Capital
California
$416K +$109K +431 +34%
TCM
2029
Tuttle Capital Management
Connecticut
$415K -$75.2K -298 -15%
SAM
2030
Security Asset Management
New York
$413K -$22.7K -90 -5%
WA
2031
Wealth Architects
California
$413K +$27.5K +109 +7%
PMG
2032
ProVise Management Group
Florida
$412K +$113K +448 +36%
EWM
2033
Evermay Wealth Management
Virginia
$411K +$35.9K +142 +9%
CAWM
2034
Capital Advisors Wealth Management
Washington
$409K +$425K +1,683 New
FPCP
2035
Fort Point Capital Partners
California
$408K – – –
LCM
2036
Leisure Capital Management
California
$408K – – –
PL
2037
Parthenon LLC
Kentucky
$408K – – –
SCM
2038
Southport Capital Management
Tennessee
$405K -$137K -542 -25%
CHJWM
2039
Carlton Hofferkamp & Jenks Wealth Management
Texas
$404K +$380K +1,503 New
RG
2040
Retirement Group
California
$402K +$98.5K +390 +31%
EWM
2041
Endurance Wealth Management
Rhode Island
$399K – – –
CPA
2042
Capital Planning Advisors
California
$398K -$70.7K -280 -15%
FMBTD
2043
First Midwest Bank Trust Division
Illinois
$398K +$10.1K +40 +3%
CFA
2044
Cahill Financial Advisors
Minnesota
$397K +$18.2K +72 +5%
ANB
2045
Amarillo National Bank
Texas
$392K – – –
TWA
2046
TCI Wealth Advisors
Arizona
$392K +$102K +402 +33%
GFS
2047
GYL Financial Synergies
Connecticut
$391K -$6.57K -26 -2%
ASBI
2048
American State Bank (Iowa)
Iowa
$391K – – –
NFSG
2049
Newbridge Financial Services Group
Florida
$390K +$45.7K +181 +13%
ODG
2050
O'Dell Group
Ohio
$390K +$52K +206 +15%
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82
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