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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2026
Clarus Wealth Advisors
Arizona
$497K +$2.64K +10 +0.6%
SAM
2027
Security Asset Management
New York
$496K – – –
FPCP
2028
Fort Point Capital Partners
California
$495K +$5.28K +20 +1%
TIAM2
2029
Tru Independence Asset Management 2
Oregon
$495K +$64.4K +244 +17%
PAM
2030
Private Asset Management
California
$493K -$76.6K -290 -15%
EWM
2031
Evermay Wealth Management
Virginia
$493K – – –
MA
2032
MCF Advisors
Kentucky
$493K +$58.9K +223 +15%
LCM
2033
Leisure Capital Management
California
$490K – – –
PL
2034
Parthenon LLC
Kentucky
$490K – – –
RCA
2035
Ranch Capital Advisors
Florida
$489K -$13.2K -50 -3%
CWP
2036
Capital Wealth Planning
Florida
$488K -$22.7K -86 -5%
CPA
2037
Capital Planning Advisors
California
$488K +$8.72K +33 +2%
FG
2038
Fiduciary Group
Georgia
$487K +$2.38K +9 +0.5%
GFPC
2039
Global Financial Private Client
Florida
$485K +$153K +580 +53%
SCM
2040
Southport Capital Management
Tennessee
$481K -$4.75K -18 -1%
CHP
2041
Cable Hill Partners
Oregon
$480K +$28.8K +109 +7%
EWM
2042
Endurance Wealth Management
Rhode Island
$479K – – –
MWA
2043
Moser Wealth Advisors
Washington
$479K +$243K +920 +127%
BFC
2044
Bedel Financial Consulting
Indiana
$477K +$102K +385 +31%
WCA
2045
Waratah Capital Advisors
Ontario, Canada
$475K +$431K +1,631 New
GFS
2046
GYL Financial Synergies
Connecticut
$473K +$3.43K +13 +0.8%
TWP
2047
Tempus Wealth Planning
California
$472K +$29.6K +112 +7%
ANB
2048
Amarillo National Bank
Texas
$470K – – –
ODG
2049
O'Dell Group
Ohio
$468K – – –
TFM
2050
TFC Financial Management
Massachusetts
$467K +$8.72K +33 +2%
80 81
82
83 84