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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Atticus Wealth Management
Florida
$544K +$52K +908 +10%
PCTC
2027
Perkins Coie Trust Company
Washington
$543K +$3.2K +56 +0.6%
PFM
2028
Peak Financial Management
Massachusetts
$541K +$27.2K +475 +5%
DW
2029
Domani Wealth
Pennsylvania
$540K +$147K +2,567 +34%
BFC
2030
Blue Fin Capital
Rhode Island
$539K -$26.4K -462 -4%
KWA
2031
KCS Wealth Advisory
California
$539K -$15.2K -266 -3%
BI
2032
Ballast Inc
Kentucky
$538K +$84.2K +1,472 +17%
TC
2033
Trilogy Capital
California
$536K -$257K -4,485 -33%
HIM
2034
Hotaling Investment Management
Pennsylvania
$536K -$1.43K -25 -0.3%
PFC
2035
Phocas Financial Corp
California
$536K – – –
PCFFS
2036
Pacific Center for Financial Services
California
$535K +$93.5K +1,635 +20%
AF
2037
Affiance Financial
Minnesota
$533K -$150K -2,621 -21%
MFW
2038
Meristem Family Wealth
Minnesota
$532K +$30.4K +531 +6%
PGAM
2039
Princeton Global Asset Management
New Jersey
$530K +$22.6K +395 +4%
JIP
2040
Jaffetilchin Investment Partners
Florida
$530K +$38.8K +678 +7%
FWM
2041
Foresight Wealth Management
Utah
$523K -$2.98K -52 -0.5%
ACM
2042
Anfield Capital Management
California
$523K +$8.07K +141 +1%
OFW
2043
Omnia Family Wealth
Florida
$520K -$47.8K -836 -8%
HWM
2044
Howard Wealth Management
Connecticut
$520K -$5.04K -88 -0.9%
HCA
2045
Harbour Capital Advisors
Virginia
$517K -$1.72K -30 -0.3%
OCM
2046
One Capital Management
California
$517K +$113K +1,978 +26%
BO
2047
BRR OpCo
Ohio
$517K +$264K +4,612 +92%
GAM
2048
Garrison Asset Management
Arkansas
$516K – – –
JLBC
2049
J.L. Bainbridge & Co
Florida
$515K +$1.26K +22 +0.2%
GPWA
2050
Great Point Wealth Advisors
Massachusetts
$515K +$252K +4,409 +85%
80 81
82
83 84