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Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
2026
Boston Trust Walden
Massachusetts
$416K +$65.7K +260 +18%
SRC
2027
Sage Rhino Capital
California
$416K +$109K +431 +34%
TCM
2028
Tuttle Capital Management
Connecticut
$415K -$75.2K -298 -15%
SAM
2029
Security Asset Management
New York
$413K -$22.7K -90 -5%
WA
2030
Wealth Architects
California
$413K +$27.5K +109 +7%
PMG
2031
ProVise Management Group
Florida
$412K +$113K +448 +36%
EWM
2032
Evermay Wealth Management
Virginia
$411K +$35.9K +142 +9%
CAWM
2033
Capital Advisors Wealth Management
Washington
$409K +$425K +1,683 New
FPCP
2034
Fort Point Capital Partners
California
$408K – – –
LCM
2035
Leisure Capital Management
California
$408K – – –
PL
2036
Parthenon LLC
Kentucky
$408K – – –
SCM
2037
Southport Capital Management
Tennessee
$405K -$137K -542 -25%
CHJWM
2038
Carlton Hofferkamp & Jenks Wealth Management
Texas
$404K +$380K +1,503 New
RG
2039
Retirement Group
California
$402K +$98.5K +390 +31%
EWM
2040
Endurance Wealth Management
Rhode Island
$399K – – –
CPA
2041
Capital Planning Advisors
California
$398K -$70.7K -280 -15%
FMBTD
2042
First Midwest Bank Trust Division
Illinois
$398K +$10.1K +40 +3%
CFA
2043
Cahill Financial Advisors
Minnesota
$397K +$18.2K +72 +5%
ANB
2044
Amarillo National Bank
Texas
$392K – – –
TWA
2045
TCI Wealth Advisors
Arizona
$392K +$102K +402 +33%
GFS
2046
GYL Financial Synergies
Connecticut
$391K -$6.57K -26 -2%
ASBI
2047
American State Bank (Iowa)
Iowa
$391K – – –
NFSG
2048
Newbridge Financial Services Group
Florida
$390K +$45.7K +181 +13%
ODG
2049
O'Dell Group
Ohio
$390K +$52K +206 +15%
LWAM
2050
Legacy Wealth Asset Management
Minnesota
$390K +$77K +305 +23%
80 81
82
83 84