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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2026
Charter Oak Capital Management
New Hampshire
$752K -$33.6K -634 -4%
NAG
2027
Northstar Advisory Group
New Jersey
$752K -$28.3K -534 -3%
WCM
2028
Weik Capital Management
Pennsylvania
$751K +$47.7K +900 +6%
WFC
2029
Western Financial Corp
California
$749K +$795 +15 +0.1%
AAM
2030
Augustine Asset Management
Florida
$746K +$5.72K +108 +0.7%
CL
2031
COWA LLC
Oklahoma
$745K +$367K +6,927 +90%
5L
2032
55I LLC
Massachusetts
$744K -$24.4K -460 -3%
DAC
2033
Dividend Assets Capital
South Carolina
$743K -$3.6K -68 -0.5%
AWM
2034
Accel Wealth Management
Iowa
$742K -$55.1K -1,041 -7%
MCM
2035
Marathon Capital Management
Maryland
$741K -$25.3K -478 -3%
VCS
2036
Vaughan & Co Securities
New Jersey
$741K +$18.5K +350 +2%
STAS
2037
Strong Tower Advisory Services
Minnesota
$739K -$2.33M -44,011 -75%
PSB
2038
Piscataqua Savings Bank
New Hampshire
$738K -$51.9K -979 -6%
SSCA
2039
South Shore Capital Advisors
Massachusetts
$737K +$766K +14,467 New
BAM
2040
Beaumont Asset Management
Texas
$735K +$16.7K +315 +2%
SIC
2041
SFE Investment Counsel
California
$733K -$80.1K -1,513 -10%
HVP
2042
Hudson Value Partners
Florida
$733K +$48.1K +908 +7%
PWM
2043
PBMares Wealth Management
Virginia
$732K -$91.4K -1,726 -11%
TC
2044
Titleist Capital
Texas
$731K -$10.4K -197 -1%
IP
2045
Ignite Planners
California
$731K +$54.3K +1,025 +8%
WA
2046
Wealth Architects
California
$730K +$21.5K +406 +3%
KP
2047
Keel Point
Alabama
$729K +$143K +2,703 +23%
ACM
2048
Ayrshire Capital Management
Connecticut
$728K +$35.5K +670 +5%
TWM
2049
Tradition Wealth Management
Minnesota
$727K +$3.18K +60 +0.4%
VT
2050
Vise Technologies
New York
$727K +$756K +14,269 New
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