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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2026
KFA Private Wealth Group
Virginia
$360K -$3.46K -155 -0.9%
QWM
2027
Quaker Wealth Management
New Jersey
$359K -$6.73K -301 -2%
5L
2028
55I LLC
Massachusetts
$358K +$40.4K +1,809 +12%
HSWM
2029
Hubbell Strickland Wealth Management
Louisiana
$357K -$9.72K -435 -3%
BCM
2030
Boltwood Capital Management
California
$357K – – –
FDCC
2031
Foster Dykema Cabot & Co
Massachusetts
$356K -$2.35K -105 -0.6%
NEIRG
2032
New England Investment & Retirement Group
Massachusetts
$355K -$52.9K -2,365 -13%
MIP
2033
Marietta Investment Partners
Wisconsin
$355K – – –
SFS
2034
Strategic Financial Services
New York
$353K -$119K -5,347 -25%
GM
2035
GeoWealth Management
Illinois
$353K -$57.7K -2,583 -14%
LF
2036
LifeSteps Financial
California
$353K -$30.7K -1,373 -8%
GC
2037
Gratus Capital
Georgia
$353K +$8.11K +363 +2%
ITIM
2038
Indiana Trust & Investment Management
Indiana
$351K -$2.44K -109 -0.7%
WCF
2039
West Coast Financial
California
$351K – – –
PCMC
2040
Paragon Capital Management (Colorado)
Colorado
$351K +$364K +16,309 New
MIH
2041
Meitav Investment House
Israel
$351K +$367K +16,418 New
VWA
2042
VERITY Wealth Advisors
United States
$350K – – –
AWM
2043
Affinity Wealth Management
Delaware
$349K -$14.5K -647 -4%
PBC
2044
Pavion Blue Capital
California
$349K +$37K +1,654 +11%
NWS
2045
Newport Wealth Strategies
California
$348K – – –
BRA
2046
Bender Robert & Associates
California
$347K -$14.1K -629 -4%
HWA
2047
HHM Wealth Advisors
Tennessee
$347K +$50.7K +2,269 +16%
WA
2048
Wealth Architects
California
$346K +$7.78K +348 +2%
FPGK
2049
Financial Partners Group (Kansas)
Kansas
$344K +$3.22K +144 +0.9%
HP
2050
HT Partners
Connecticut
$343K – – –
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