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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2026
Summit Wealth & Retirement Planning
California
$577K -$76.2K -1,354 -11%
SAA
2027
Southeast Asset Advisors
Georgia
$575K +$1.24K +22 +0.2%
AMC
2028
Asset Management Corp
Illinois
$575K +$58.2K +1,035 +11%
SWM
2029
Selective Wealth Management
Virginia
$574K +$178K +3,166 +44%
JPMIA
2030
J.P. Marvel Investment Advisors
Massachusetts
$570K – – –
PFM
2031
Parsec Financial Management
North Carolina
$570K +$225 +4 +0%
ACM
2032
Anfield Capital Management
California
$570K +$10.4K +185 +2%
RIM
2033
Redwood Investment Management
Arizona
$570K +$582K +10,339 New
SCM
2034
SOL Capital Management
Maryland
$569K -$229K -4,075 -28%
SRC
2035
Shufro Rose & Co
New York
$569K -$43.3K -770 -7%
SDH
2036
Sloy Dahl & Holst
Washington
$568K -$33.8K -600 -5%
CS
2037
Capital Square
Tennessee
$566K -$9.62K -171 -2%
LCM
2038
Landscape Capital Management
New Jersey
$565K -$2.35M -41,796 -80%
BI
2039
Ballast Inc
Kentucky
$565K +$13.7K +244 +2%
VCS
2040
Vaughan & Co Securities
New Jersey
$563K -$14.1K -250 -2%
EIA
2041
Eldridge Investment Advisors
New Hampshire
$563K -$4.16K -74 -0.7%
B
2042
Bridgeworth
Alabama
$561K -$9.79K -174 -2%
AWM
2043
Argent Wealth Management
Massachusetts
$561K -$6.13K -109 -1%
S
2044
SimplyRich
California
$561K +$68.4K +1,216 +13%
PFO
2045
Pathstone Family Office
New Jersey
$559K -$15K -267 -3%
TC
2046
Truvestments Capital
Florida
$558K -$5.29K -94 -0.9%
OFW
2047
Omnia Family Wealth
Florida
$557K +$24.2K +431 +4%
PWM
2048
Paulson Wealth Management
Illinois
$556K +$17.4K +310 +3%
OCPWS
2049
One Charles Private Wealth Services
Massachusetts
$556K +$552K +9,818 New
PFM
2050
Peak Financial Management
Massachusetts
$555K – – –
80 81
82
83 84