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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
2026
Connable Office Inc
Michigan
$215K – – –
TCPWM
2027
Traverso Chambers Private Wealth Management
California
$215K +$1.05K +9 +0.5%
NEGWA
2028
New England Guild Wealth Advisors
Connecticut
$215K +$2.34K +20 +1%
OPWM
2029
Oxinas Partners Wealth Management
Indiana
$214K -$103K -881 -31%
TFS
2030
TrustCore Financial Services
Tennessee
$214K +$40.9K +349 +22%
BIP
2031
Blueprint Investment Partners
North Carolina
$214K +$227K +1,943 New
GF
2032
Gries Financial
Ohio
$213K -$8.78K -75 -4%
BHC
2033
Bowen Hanes & Co
Florida
$212K – – –
CA
2034
Crumly & Associates
Illinois
$212K – – –
HPCM
2035
Hunter Perkins Capital Management
Illinois
$212K – – –
PIFP
2036
Partners in Financial Planning
Virginia
$211K +$5.39K +46 +2%
MAM
2037
Mastrapasqua Asset Management
Tennessee
$210K -$43.1K -368 -16%
MWM
2038
Mattern Wealth Management
Kansas
$210K -$8.43K -72 -4%
BFIM
2039
Beese Fulmer Investment Management
Ohio
$210K – – –
IDBONY
2040
Israel Discount Bank of New York
New York
$210K +$222K +1,900 New
CWC
2041
Carolinas Wealth Consulting
North Carolina
$209K -$113K -965 -34%
CWA
2042
Capital Wealth Alliance
Arizona
$209K -$11K -94 -5%
BCM
2043
Bienville Capital Management
New York
$209K – – –
PFA
2044
Pure Financial Advisors
California
$209K +$222K +1,892 New
PL
2045
Plancorp LLC
Missouri
$209K +$222K +1,898 New
FPCM
2046
Financial Partners Capital Management
New York
$209K – – –
SW
2047
StrongBox Wealth
Missouri
$208K -$116K -991 -34%
RIM
2048
Regent Investment Management
Kentucky
$208K -$2.93K -25 -1%
HCIA
2049
Hochman Cole Investment Advisors
Illinois
$208K – – –
CCM
2050
Carderock Capital Management
Maryland
$207K -$1.78M -15,162 -89%
80 81
82
83 84