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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2026
L2 Asset Management
Massachusetts
$233K +$43K +323 +19%
SWM
2027
Silverlake Wealth Management
Vermont
$231K +$26.9K +202 +11%
SM
2028
SG3 Management
Puerto Rico
$231K -$8.32M -62,500 -97%
WMA
2029
West Michigan Advisors
Michigan
$231K -$44.6K -335 -14%
CCM
2030
Cribstone Capital Management
Maine
$231K -$1.86K -14 -0.7%
ACM
2031
Argent Capital Management
Missouri
$231K – – –
HIG
2032
Heritage Investment Group
Florida
$231K – – –
IFS
2033
Ifrah Financial Services
Arkansas
$231K – – –
CPA
2034
Capital Planning Advisors
California
$231K +$51.5K +387 +24%
CHA
2035
Cooper/Haims Advisors
New York
$231K +$82.5K +620 +45%
NERM
2036
New England Research & Management
Illinois
$230K +$11.3K +85 +4%
GHAM
2037
Gilman Hill Asset Management
Connecticut
$228K -$168K -1,265 -39%
TNB
2038
Thomasville National Bank
Georgia
$226K -$11.7K -88 -4%
RW
2039
RVW Wealth
California
$226K +$18K +135 +7%
PA
2040
PSI Advisors
Florida
$226K +$72.3K +543 +38%
CIA
2041
Compass Ion Advisors
Pennsylvania
$225K – – –
LSA
2042
Lion Street Advisors
Texas
$224K – – –
SGI
2043
Summit Global Investments
Utah
$224K – – –
NJBEST
2044
New Jersey Better Educational Savings Trust
New Jersey
$223K – – –
RFN
2045
Redwood Financial Network
Ohio
$223K +$257K +1,929 New
CIP
2046
Convergence Investment Partners
Florida
$222K -$799 -6 -0.3%
CPA
2047
Cardiff Park Advisors
California
$222K +$3.19K +24 +1%
MAM
2048
McLean Asset Management
Virginia
$222K +$7.59K +57 +3%
WKSWA
2049
White Knight Strategic Wealth Advisors
New Jersey
$222K +$8.78K +66 +4%
TFM
2050
TFC Financial Management
Massachusetts
$222K +$14K +105 +6%
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