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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2026
Sprott Inc
Ontario, Canada
$563K – – –
BWM
2027
BCGM Wealth Management
Indiana
$562K – – –
PF
2028
Prosperitas Financial
California
$562K +$577K +2,245 New
DJSG
2029
D.J. St. Germain
Massachusetts
$561K -$125K -485 -18%
SIM
2030
SSI Investment Management
California
$559K -$6.42K -25 -1%
KCM
2031
KRS Capital Management
Michigan
$559K – – –
WFAG
2032
Wescott Financial Advisory Group
Pennsylvania
$559K +$24.9K +97 +5%
SHFA
2033
SS&H Financial Advisors
Michigan
$555K +$570K +2,220 New
WW
2034
Westshore Wealth
California
$555K +$310K +1,206 +119%
JMF
2035
Johnson Midwest Financial
Iowa
$554K – – –
PPW
2036
Pasadena Private Wealth
California
$554K +$19.8K +77 +4%
BWL
2037
Bogart Wealth LLC
Virginia
$554K +$131K +511 +30%
AAM
2038
Aureus Asset Management
Massachusetts
$553K – – –
BWM
2039
Boyd Wealth Management
California
$550K – – –
WC
2040
Weil Company
California
$550K +$2.31K +9 +0.4%
FCM
2041
Firestone Capital Management
Florida
$549K +$1.28K +5 +0.2%
BIA
2042
Bell Investment Advisors
California
$548K +$6.68K +26 +1%
HP
2043
Hyperion Partners
Pennsylvania
$548K – – –
WDL
2044
Well Done LLC
Michigan
$548K +$563K +2,190 New
HCM
2045
Hall Capital Management
Rhode Island
$548K -$42.9K -167 -7%
CAL
2046
Capital Advisors Ltd
Ohio
$547K +$257 +1 +0%
BIAS
2047
Beacon Investment Advisory Services
New Jersey
$546K +$11.6K +45 +2%
RCS
2048
Retirement Capital Strategies
California
$546K – – –
BFA
2049
Bill Few Associates
Pennsylvania
$546K -$14.6K -57 -3%
MHWM
2050
Montz Harcus Wealth Management
Louisiana
$545K +$3.34K +13 +0.6%
80 81
82
83 84