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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
2026
Elwood & Goetz Wealth Advisory Group
Georgia
$175K
IIM
2027
InTrack Investment Management
Vermont
$175K +$16.4K +900 +9%
CAL
2028
Capital Advisors Ltd
Ohio
$175K +$177K +9,704 +578%
BRC
2029
Bell Rock Capital
Delaware
$175K +$207K +11,377 New
DCM
2030
DGS Capital Management
New Jersey
$175K -$90.7K -4,987 -30%
MPWT
2031
MassMutual Private Wealth & Trust
Connecticut
$174K -$129K -7,087 -39%
WCM
2032
Wedge Capital Management
North Carolina
$174K -$2.56K -141 -1%
HP
2033
HT Partners
Connecticut
$174K -$18 -1 -0%
CSIA
2034
Charles Schwab Investment Advisory
California
$174K +$1.02K +56 +0.5%
AAP
2035
Arax Advisory Partners
Colorado
$173K +$32.9K +1,808 +19%
CP
2036
Castleview Partners
Texas
$173K +$113K +6,187 +121%
AIC
2037
Archer Investment Corporation
Indiana
$172K +$13.2K +727 +7%
LGA
2038
Lebenthal Global Advisors
New York
$172K -$5.73K -315 -3%
HWMG
2039
Hurlow Wealth Management Group
Indiana
$172K
REMPR
2040
Roof Eidam Maycock Peralta (REMP)
California
$172K
LMKC
2041
L.M. Kohn & Company
Ohio
$172K +$5.55K +305 +3%
OWP
2042
Obermeyer Wealth Partners
Colorado
$172K +$204K +11,185 New
SSW
2043
Smith Shellnut Wilson
Mississippi
$171K
GAM
2044
Grandview Asset Management
Pennsylvania
$171K +$200 +11 +0.1%
CCA
2045
Column Capital Advisors
Indiana
$171K +$237 +13 +0.1%
MWC
2046
MBM Wealth Consultants
Missouri
$171K +$6K +330 +3%
MAG
2047
Mayfair Advisory Group
Alabama
$171K +$10.6K +580 +6%
SCM
2048
Silvant Capital Management
Georgia
$170K
BWM
2049
Biltmore Wealth Management
Arizona
$170K +$18 +1 +0%
CCM
2050
Condor Capital Management
New Jersey
$169K +$146 +8 +0.1%