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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Allred Capital Management
Texas
$218K +$210 +2 +0.1%
AWP
2027
Abacus Wealth Partners
California
$217K -$7.35K -70 -3%
CWA
2028
Clearview Wealth Advisors
Oregon
$217K +$315 +3 +0.2%
WAAG
2029
Wealth Alliance Advisory Group
Kansas
$216K – – –
WCM
2030
WealthBridge Capital Management
Ohio
$215K -$1.16K -11 -0.6%
AWM
2031
Adams Wealth Management
Utah
$214K – – –
VCM
2032
Vigilant Capital Management
Maine
$214K – – –
PAG
2033
Pinnacle Advisory Group
Maryland
$214K +$205K +1,957 New
CT
2034
Chicago Trust
Illinois
$214K +$206K +1,959 New
ACA
2035
Affinity Capital Advisors
California
$212K -$10.1K -96 -5%
SCA
2036
STALEY CAPITAL ADVISERS
Pennsylvania
$212K – – –
TCPWM
2037
Traverso Chambers Private Wealth Management
California
$212K +$5.25K +50 +3%
MWM
2038
Mattern Wealth Management
Kansas
$211K -$4.41K -42 -2%
ATWA
2039
Arbor Trust Wealth Advisors
Michigan
$211K – – –
NEGWA
2040
New England Guild Wealth Advisors
Connecticut
$211K – – –
PCMC
2041
Private Capital Management (Colorado)
Colorado
$210K -$17.2K -164 -8%
HPCM
2042
Hunter Perkins Capital Management
Illinois
$210K – – –
BWM
2043
Baystate Wealth Management
Massachusetts
$210K +$525 +5 +0.3%
CA
2044
Crumly & Associates
Illinois
$210K +$202K +1,923 New
GCIG
2045
Grand Central Investment Group
Florida
$209K – – –
RIM
2046
Regent Investment Management
Kentucky
$209K – – –
IDBONY
2047
Israel Discount Bank of New York
New York
$208K +$1.05K +10 +0.5%
BFIM
2048
Beese Fulmer Investment Management
Ohio
$208K +$199K +1,899 New
BCM
2049
Bienville Capital Management
New York
$207K – – –
FPCM
2050
Financial Partners Capital Management
New York
$207K – – –
80 81
82
83 84