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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Alterna Wealth Management
Texas
$661K -$45.6K -253 -7%
EWA
2027
ERTS Wealth Advisors
Michigan
$660K -$73.7K -409 -10%
GC
2028
Gilbert & Cook
Iowa
$660K +$78.7K +437 +14%
WCM
2029
Wedge Capital Management
North Carolina
$655K +$5.04K +28 +0.8%
VCA
2030
Verdence Capital Advisors
Maryland
$654K -$16.2K -90 -3%
BCM
2031
Becker Capital Management
Oregon
$654K +$1.08K +6 +0.2%
BSPF
2032
British Steel Pension Fund
United Kingdom
$652K – – –
ME
2033
McIlrath & Eck
Washington
$652K +$124K +691 +25%
PCWA
2034
Pacific Capital Wealth Advisors
California
$652K +$625K +3,469 New
SFG
2035
Summit Financial Group
West Virginia
$651K – – –
ACWM
2036
Adams Chetwood Wealth Management
North Carolina
$650K +$624K +3,461 New
OPA
2037
Old Port Advisors
Maine
$648K -$4.68K -26 -0.8%
BWP
2038
Bernardo Wealth Planning
Pennsylvania
$648K -$4.5K -25 -0.7%
HR
2039
Howe & Rusling
New York
$646K +$3.6K +20 +0.6%
UBV
2040
United Bank (Virginia)
Virginia
$644K -$27K -150 -4%
LJAC
2041
L.J. Altfest & Co
New York
$644K +$7.39K +41 +1%
PL
2042
Plancorp LLC
Missouri
$644K +$82.2K +456 +15%
ECM
2043
Elgethun Capital Management
South Dakota
$642K – – –
TWA
2044
TCI Wealth Advisors
Arizona
$642K +$78.2K +434 +15%
TCPWM
2045
Traverso Chambers Private Wealth Management
California
$641K – – –
WP
2046
WealthPLAN Partners
Nebraska
$637K +$64.5K +358 +13%
NEWAS
2047
N.E.W. Advisory Services
Wisconsin
$637K +$610K +3,385 New
KWM
2048
Keebeck Wealth Management
Illinois
$635K +$610K +3,384 New
AFM
2049
Andesa Financial Management
Pennsylvania
$634K -$32.6K -181 -5%
STA
2050
Summit Trail Advisors
New York
$633K +$351K +1,950 +138%
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