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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Drive Wealth Management
Utah
$481K +$145K +3,686 +42%
HL
2027
HeadInvest LLC
Maine
$481K +$4.46K +113 +0.9%
DDC
2028
DF Dent & Co
Maryland
$480K -$13.3K -337 -3%
PWM
2029
PBMares Wealth Management
Virginia
$480K -$23.7K -600 -5%
CHAM
2030
Clear Harbor Asset Management
Connecticut
$478K +$485K +12,303 New
COCM
2031
Charter Oak Capital Management
New Hampshire
$478K +$5.72K +145 +1%
MA
2032
MCF Advisors
Kentucky
$478K +$85.3K +2,163 +21%
GWS
2033
Glassman Wealth Services
Virginia
$477K -$67.8K -1,720 -12%
MS
2034
Maven Securities
Jersey
$476K -$1.57M -39,843 -76%
PCFFS
2035
Pacific Center for Financial Services
California
$476K +$482K +12,227 New
QWM
2036
QP Wealth Management
New Jersey
$474K +$224K +5,685 +87%
I2I
2037
Insight 2811 Inc
Illinois
$473K -$9.35K -237 -2%
RCG
2038
Regatta Capital Group
California
$471K – – –
ABLA
2039
Alan B. Lancz & Associates
Ohio
$469K +$63.1K +1,600 +15%
9WM
2040
9258 Wealth Management
Ohio
$468K +$43.5K +1,104 +10%
CA
2041
Cresta Advisors
Texas
$467K +$474K +12,013 New
BFIC
2042
Bedell Frazier Investment Counselling
California
$467K -$47.5K -1,205 -9%
AIM
2043
Alhambra Investment Management
Florida
$465K +$19.8K +501 +4%
W
2044
WealthOne
New York
$465K +$2.8K +71 +0.6%
WDG
2045
Wealth Dimensions Group
Ohio
$464K +$6.11K +155 +1%
LWP
2046
Lumature Wealth Partners
Georgia
$463K +$749 +19 +0.2%
CFG
2047
Cooper Financial Group
California
$463K -$3.39K -86 -0.7%
YIA
2048
YHB Investment Advisors
Connecticut
$462K -$5.72K -145 -1%
SFWC
2049
Strategic Family Wealth Counselors
New Jersey
$462K -$12.2K -310 -3%
SMH
2050
Sanders Morris Harris
Texas
$461K -$453K -11,493 -49%
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