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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2026
CenterStar Asset Management
Illinois
$754K – – –
MA
2027
Mezzasalma Advisors
New Jersey
$753K +$217K +4,100 +38%
COCM
2028
Charter Oak Capital Management
New Hampshire
$752K -$33.6K -634 -4%
NAG
2029
Northstar Advisory Group
New Jersey
$752K -$28.3K -534 -3%
WCM
2030
Weik Capital Management
Pennsylvania
$751K +$47.7K +900 +6%
WFC
2031
Western Financial Corp
California
$749K +$795 +15 +0.1%
AAM
2032
Augustine Asset Management
Florida
$746K +$5.72K +108 +0.7%
CL
2033
COWA LLC
Oklahoma
$745K +$367K +6,927 +90%
5L
2034
55I LLC
Massachusetts
$744K -$24.4K -460 -3%
DAC
2035
Dividend Assets Capital
South Carolina
$743K -$3.6K -68 -0.5%
AWM
2036
Accel Wealth Management
Iowa
$742K -$55.1K -1,041 -7%
MCM
2037
Marathon Capital Management
Maryland
$741K -$25.3K -478 -3%
VCS
2038
Vaughan & Co Securities
New Jersey
$741K +$18.5K +350 +2%
STAS
2039
Strong Tower Advisory Services
Minnesota
$739K -$2.33M -44,011 -75%
PSB
2040
Piscataqua Savings Bank
New Hampshire
$738K -$51.9K -979 -6%
SSCA
2041
South Shore Capital Advisors
Massachusetts
$737K +$766K +14,467 New
BAM
2042
Beaumont Asset Management
Texas
$735K +$16.7K +315 +2%
SIC
2043
SFE Investment Counsel
California
$733K -$80.1K -1,513 -10%
HVP
2044
Hudson Value Partners
Florida
$733K +$48.1K +908 +7%
PWM
2045
PBMares Wealth Management
Virginia
$732K -$91.4K -1,726 -11%
TC
2046
Titleist Capital
Texas
$731K -$10.4K -197 -1%
IP
2047
Ignite Planners
California
$731K +$54.3K +1,025 +8%
WA
2048
Wealth Architects
California
$730K +$21.5K +406 +3%
KP
2049
Keel Point
Alabama
$729K +$143K +2,703 +23%
ACM
2050
Ayrshire Capital Management
Connecticut
$728K +$35.5K +670 +5%
80 81
82
83 84