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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Darwin Wealth Management
Florida
$704K -$14.7K -281 -2%
GIM
2027
Guild Investment Management
California
$704K +$63.9K +1,225 +10%
SAM
2028
Stansberry Asset Management
Texas
$704K +$150K +2,874 +27%
SJIM
2029
St. Johns Investment Management
Florida
$702K -$28.9K -553 -4%
SLWA
2030
San Luis Wealth Advisors
California
$701K -$528K -10,124 -43%
HVP
2031
Hudson Value Partners
Florida
$700K -$228K -4,375 -25%
FB
2032
First Bancorp
Maine
$700K -$11.5K -221 -2%
ASBI
2033
American State Bank (Iowa)
Iowa
$698K +$79.8K +1,530 +13%
IP
2034
Ignite Planners
California
$698K +$681K +13,055 New
SCI
2035
S&CO Inc
Massachusetts
$695K -$5.37K -103 -0.8%
VWM
2036
Vigilare Wealth Management
Arizona
$692K -$653K -12,519 -48%
TIA
2037
Tiemann Investment Advisors
California
$692K -$40.4K -775 -5%
HWA
2038
Heritage Wealth Advisors
Virginia
$691K +$30.5K +585 +5%
BAM
2039
Boyar Asset Management
New York
$691K +$59.5K +1,140 +9%
WA
2040
Wealth Advisors
California
$690K -$168K -3,215 -20%
AIM
2041
Avity Investment Management
Connecticut
$690K -$147K -2,817 -18%
SAM
2042
Security Asset Management
New York
$687K -$183K -3,504 -21%
SBL
2043
Sargent Bickham Lagudis
Colorado
$687K -$62.2K -1,192 -8%
ACM
2044
Antonetti Capital Management
Florida
$687K -$40.2K -770 -6%
KFI
2045
Key Financial Inc
Pennsylvania
$686K -$44.8K -859 -6%
MFG
2046
Magnus Financial Group
New York
$686K +$35K +670 +5%
SC
2047
Steph & Co
Wisconsin
$686K +$161K +3,095 +31%
EWA
2048
Encompass Wealth Advisors
Oregon
$683K +$30.4K +582 +5%
KC
2049
Kingfisher Capital
North Carolina
$682K -$58.9K -1,128 -8%
AMM
2050
American Money Management
California
$681K +$2.77K +53 +0.4%
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