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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Canal Capital Management
Virginia
$467K +$29.6K +106 +6%
KPWG
2027
KFA Private Wealth Group
Virginia
$467K +$57.3K +205 +13%
SCM
2028
SOL Capital Management
Maryland
$466K – – –
SC
2029
Stephens Consulting
Michigan
$465K +$83.8K +300 +21%
KFI
2030
Key Financial Inc
Pennsylvania
$462K +$20.9K +75 +4%
JWM
2031
Jeppson Wealth Management
California
$461K +$13.7K +49 +3%
FWIA
2032
Fort Washington Investment Advisors
Ohio
$460K – – –
GB
2033
Goepper Burkhardt
South Carolina
$460K +$19.8K +71 +4%
BMC
2034
Benin Management Corp
Connecticut
$459K – – –
FNBOSM
2035
First National Bank of South Miami
Florida
$459K – – –
WA
2036
WealthTrust Axiom
Pennsylvania
$459K – – –
LP
2037
Lloyd Park
Illinois
$458K – – –
BOTW
2038
Bank of the West
California
$458K +$168K +600 +53%
GFPC
2039
Global Financial Private Client
Florida
$457K +$116K +417 +28%
CP
2040
Castleview Partners
Texas
$456K +$379K +1,358 +374%
CF
2041
Clarity Financial
Texas
$456K +$480K +1,720 New
GWAG
2042
Garrett Wealth Advisory Group
Texas
$455K – – –
HC
2043
HNP Capital
New York
$455K +$9.22K +33 +2%
VRM
2044
Vectors Research Management
New York
$455K +$9.22K +33 +2%
AWA
2045
Amplius Wealth Advisors
Pennsylvania
$455K +$56.4K +202 +13%
SCA
2046
Scott Capital Advisors
Oregon
$454K – – –
HWMA
2047
Heritage Wealth Management (Arizona)
Arizona
$454K +$346K +1,239 +263%
PPP
2048
Private Portfolio Partners
New Jersey
$453K +$35.5K +127 +8%
CIA
2049
Capital Impact Advisors
Massachusetts
$453K -$158K -567 -25%
SFA
2050
Source Financial Advisors
New York
$453K -$81.5K -292 -15%
80 81
82
83 84