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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2026
Quaker Wealth Management
New Jersey
$387K +$4.65K +204 +1%
LWCFA
2027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$385K -$11.6K -509 -3%
KPWG
2028
KFA Private Wealth Group
Virginia
$385K +$10.7K +471 +3%
BCA
2029
Berman Capital Advisors
Georgia
$384K -$46.7K -2,052 -11%
CFO
2030
CVA Family Office
Colorado
$384K -$39.8K -1,747 -9%
GIP
2031
Greatmark Investment Partners
Georgia
$384K +$20.2K +889 +6%
BRA
2032
Bender Robert & Associates
California
$382K -$22.3K -979 -6%
MFG
2033
Menard Financial Group
Texas
$382K +$381K +16,717 New
GWAG
2034
Garrett Wealth Advisory Group
Texas
$380K -$21.5K -944 -5%
FDCC
2035
Foster Dykema Cabot & Co
Massachusetts
$380K +$35.8K +1,572 +10%
CWM
2036
Cahaba Wealth Management
Georgia
$379K -$182K -7,986 -32%
BCM
2037
Boltwood Capital Management
California
$379K – – –
MF
2038
Manchester Financial
California
$379K +$92.3K +4,052 +32%
STA
2039
Summit Trail Advisors
New York
$378K -$145K -6,346 -28%
SC
2040
Saturna Capital
Washington
$378K – – –
PAS
2041
Professional Advisory Services
Florida
$377K – – –
IFG
2042
Investors Financial Group
Minnesota
$377K +$5.76K +253 +2%
MIP
2043
Marietta Investment Partners
Wisconsin
$376K – – –
PF
2044
Phoenix Financial
Israel
$375K -$1.03M -45,367 -72%
ITIM
2045
Indiana Trust & Investment Management
Indiana
$375K +$47K +2,063 +14%
WCF
2046
West Coast Financial
California
$373K +$5.63K +247 +2%
JIP
2047
Jaffetilchin Investment Partners
Florida
$373K +$11.2K +490 +3%
VWA
2048
VERITY Wealth Advisors
United States
$372K – – –
VCAM
2049
Van Cleef Asset Management
Ohio
$371K -$558K -24,519 -60%
AWM
2050
Affinity Wealth Management
Delaware
$371K -$13.1K -577 -3%
80 81
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