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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2026
Congress Park Capital
New York
$572K +$266K +855 +116%
AP
2027
Atwood & Palmer
Missouri
$571K -$350K -1,125 -41%
BG
2028
Bahl & Gaynor
Ohio
$571K -$7.47K -24 -1%
AWA
2029
Acorn Wealth Advisors
Michigan
$571K +$2.8K +9 +0.6%
NB
2030
Northwest Bancshares
Pennsylvania
$571K +$4.67K +15 +1%
KC
2031
Kinloch Capital
Virginia
$569K -$14.9K -48 -3%
BWA
2032
Beam Wealth Advisors
Louisiana
$569K – – –
FWM
2033
Fairhaven Wealth Management
Illinois
$569K +$4.67K +15 +1%
AMBIA
2034
Allen Mooney & Barnes Investment Advisors
Georgia
$569K +$493K +1,584 New
MW
2035
Milestone Wealth
New York
$568K – – –
FFA
2036
Founders Financial Alliance
North Carolina
$567K -$5.61K -18 -1%
TWP
2037
Tempus Wealth Planning
California
$567K +$148K +474 +43%
GCM
2038
G2 Capital Management
Ohio
$566K -$93.4K -300 -16%
SI
2039
Sprott Inc
Ontario, Canada
$566K – – –
TCM
2040
Tradewinds Capital Management
Washington
$566K +$10.3K +33 +2%
TIA
2041
Traphagen Investment Advisors
New Jersey
$561K +$131K +420 +37%
NEGWA
2042
New England Guild Wealth Advisors
Connecticut
$560K +$93.4K +300 +24%
SSCA
2043
South Shore Capital Advisors
Massachusetts
$559K – – –
MCM
2044
Mattern Capital Management
Colorado
$559K +$485K +1,557 New
OFW
2045
Omnia Family Wealth
Florida
$558K -$118K -378 -20%
MPI
2046
Mairs & Power Inc
Minnesota
$558K – – –
EWM
2047
Elite Wealth Management
Washington
$556K +$18.7K +60 +4%
SC
2048
Sawyer & Company
Massachusetts
$555K – – –
EGWAG
2049
Elwood & Goetz Wealth Advisory Group
Georgia
$555K +$11.2K +36 +2%
MWM
2050
McNaughton Wealth Management
California
$554K +$32.7K +105 +7%
80 81
82
83 84