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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2026
Private Capital Management (Colorado)
Colorado
– -$258K -3,392 Closed
PPP
2027
Private Portfolio Partners
New Jersey
– -$256K -3,372 Closed
WWC
2028
Waypoint Wealth Counsel
Georgia
– -$255K -3,363 Closed
PWA
2029
Physician Wealth Advisors
Utah
– -$249K -3,309 Closed
PWMAG
2030
Pinnacle Wealth Management Advisory Group
New Jersey
– -$250K -3,289 Closed
CBTWT
2031
Community Bank & Trust (Waco, Texas)
Texas
– -$248K -3,270 Closed
PP
2032
PDS Planning
Ohio
– -$246K -3,235 Closed
TMWM
2033
Taylor & Morgan Wealth Management
Michigan
– -$245K -3,222 Closed
KA
2034
Kercheville Advisors
Texas
– -$243K -3,200 Closed
FDS
2035
First Dallas Securities
Texas
– -$242K -3,185 Closed
BHC
2036
Bowen Hanes & Co
Florida
– -$241K -3,180 Closed
ETIA
2037
Epic Trust Investment Advisors
Washington
– -$240K -3,158 Closed
PIMG
2038
Patriot Investment Management Group
Tennessee
– -$239K -3,144 Closed
PWM
2039
Palumbo Wealth Management
New York
– -$235K -3,094 Closed
MIC
2040
Means Investment Company
Maine
– -$230K -3,034 Closed
PAM
2041
Private Asset Management
California
– -$230K -3,027 Closed
GCA
2042
Greenwood Capital Associates
South Carolina
– -$229K -3,017 Closed
WA
2043
Wambolt & Associates
Colorado
– -$226K -3,006 Closed
AL
2044
Aspiriant LLC
California
– -$228K -2,998 Closed
LPT
2045
Legacy Private Trust
Wisconsin
– -$227K -2,995 Closed
EWM
2046
EPG Wealth Management
Georgia
– -$226K -2,983 Closed
FFWM
2047
Future Financial Wealth Management
Ohio
– -$223K -2,959 Closed
FIM
2048
Freedom Investment Management
Connecticut
– -$223K -2,936 Closed
DG
2049
DMC Group
Alabama
– -$220K -2,920 Closed
ICP
2050
Interchange Capital Partners
Pennsylvania
– -$224K -2,918 Closed
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