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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2026
Valley Brook Capital Group
Pennsylvania
$1.39M +$36.5K +170 +3%
SHFA
2027
SC&H Financial Advisors
Maryland
$1.38M +$1.37M +6,388 New
JWCA
2028
J.W. Coons Advisors
Ohio
$1.38M +$3.22K +15 +0.2%
WAAG
2029
Wealth Alliance Advisory Group
Kansas
$1.38M +$213K +990 +18%
SIA
2030
Strategic Investment Advisors
Michigan
$1.38M +$93.8K +437 +7%
TLCM
2031
Twin Lakes Capital Management
California
$1.37M -$81.4K -379 -6%
BSA
2032
Braun Stacey Associates
New York
$1.37M -$10.7K -50 -0.8%
PBC
2033
Pavion Blue Capital
California
$1.37M -$13.1K -61 -1%
HCM
2034
Horiko Capital Management
New York
$1.36M – – –
PWMAG
2035
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$155K +722 +13%
TAM
2036
Tealwood Asset Management
Minnesota
$1.36M +$1.35M +6,271 New
SAM
2037
Summit Asset Management
Tennessee
$1.35M -$429 -2 -0%
RCA
2038
Roberts Capital Advisors
Colorado
$1.35M +$1.34M +6,252 New
CSPIA
2039
Cary Street Partners Investment Advisory
Virginia
$1.35M +$926K +4,314 +223%
TNBTD
2040
Trustmark National Bank Trust Department
Mississippi
$1.35M -$6.87K -32 -0.5%
GPA
2041
Guerra Pan Advisors
New Jersey
$1.35M +$1.33M +6,218 New
PFA
2042
Professional Financial Advisors
Nebraska
$1.34M +$97.9K +456 +8%
SFI
2043
SPC Financial Inc
Maryland
$1.34M -$35K -163 -3%
STA
2044
Summit Trail Advisors
New York
$1.33M -$190K -883 -13%
LB
2045
Legacy Bridge
Iowa
$1.33M -$5.37K -25 -0.4%
BCM
2046
Barden Capital Management
Texas
$1.33M +$1.32M +6,153 New
IP
2047
Ignite Planners
California
$1.33M +$1.32M +6,154 New
MADR
2048
Milestones Administradora de Recursos
Brazil
$1.33M +$1.32M +6,140 New
CA
2049
Cambridge Advisors
Nebraska
$1.33M +$17.6K +82 +1%
WCA
2050
Waypoint Capital Advisors
Minnesota
$1.32M +$1.31M +6,104 New
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