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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
2026
HighTower Trust
Texas
$253K +$189 +1 +0%
REMPR
2027
Roof Eidam Maycock Peralta (REMP)
California
$253K -$56.8K -300 -13%
CNC
2028
Canandaigua National Corp
New York
$253K -$338K -1,786 -47%
MFG
2029
Monte Financial Group
Connecticut
$252K -$5.68K -30 -1%
EWM
2030
Endurance Wealth Management
Rhode Island
$252K +$15.1K +80 +4%
LFG
2031
Lazard Frères Gestion
France
$252K +$37.9K +200 +11%
MWM
2032
Massachusetts Wealth Management
Massachusetts
$251K +$275K +1,450 New
BPCA
2033
Bank Pictet & Cie (Asia)
Singapore
$251K +$116K +614 +43%
OC
2034
Oarsman Capital
Wisconsin
$251K +$203K +1,070 +111%
EW
2035
Enzi Wealth
Texas
$250K – – –
FFA
2036
Fairfield Financial Advisors
Massachusetts
$250K +$5.68K +30 +2%
SWM
2037
Soundmark Wealth Management
Washington
$250K -$31.6K -167 -8%
SWIM
2038
Smallwood Wealth Investment Management
New Jersey
$249K -$58.7K -310 -13%
IF
2039
IRON Financial
Illinois
$249K +$21.2K +112 +6%
SCP
2040
Shorepoint Capital Partners
Massachusetts
$248K +$381K +2,013 New
RLKPA
2041
Robbie L. Kennerson P.A.
Florida
$248K +$381K +2,013 New
QFA
2042
Quantum Financial Advisors
California
$247K -$16.7K -88 -4%
TIA
2043
Traphagen Investment Advisors
New Jersey
$247K +$4.17K +22 +1%
VW
2044
Vance Wealth
California
$246K +$88K +465 +30%
HPM
2045
Hoxton Planning & Management
West Virginia
$246K +$379K +2,000 New
SC
2046
Shay Capital
New York
$246K +$56.8K +300 +18%
FM
2047
Family Management
New York
$246K +$379K +2,000 New
TM
2048
Triatomic Management
California
$246K +$379K +2,000 New
DFA
2049
Delta Financial Advisors
Louisiana
$246K +$72.9K +385 +24%
WFAG
2050
Wescott Financial Advisory Group
Pennsylvania
$246K -$568 -3 -0.2%
80 81
82
83 84