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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
2026
Aspen Wealth Strategies
Colorado
$339K +$83.1K +2,458 +31%
SGK
2027
Steigerwald Gordon & Koch
Virginia
$339K -$28.4K -840 -7%
OAM
2028
Occidental Asset Management
California
$339K -$1.59M -47,010 -82%
CRWM
2029
Castle Rock Wealth Management
California
$339K -$422K -12,492 -53%
TWM
2030
Triton Wealth Management
Arizona
$338K -$507 -15 -0.2%
AS
2031
Altshuler Shaham
Israel
$337K -$26.6K -787 -7%
VAM
2032
Verity Asset Management
North Carolina
$337K -$82.4K -2,440 -19%
CCA
2033
Childress Capital Advisors
Texas
$337K +$344K +10,176 New
BOS
2034
Bank of Stockton
California
$337K – – –
CMI
2035
Clare Market Investments
Texas
$337K -$322K -9,529 -48%
BWP
2036
Bernardo Wealth Planning
Pennsylvania
$336K +$4.39K +130 +1%
BS
2037
Bessemer Securities
New York
$335K -$562K -16,642 -62%
BWM
2038
BCS Wealth Management
Tennessee
$335K +$10.8K +320 +3%
WPC
2039
Wedmont Private Capital
Pennsylvania
$333K -$128K -3,775 -26%
KFA
2040
Kapstone Financial Advisors
Ohio
$333K -$69.9K -2,069 -17%
AGA
2041
Arkos Global Advisors
Texas
$333K -$32.7K -969 -9%
MGAM
2042
McGowan Group Asset Management
Texas
$333K +$129K +3,810 +59%
NAG
2043
Northstar Advisory Group
New Jersey
$333K -$213K -6,293 -38%
C
2044
CEDRUS
Colorado
$332K +$9.49K +281 +3%
WI
2045
Wedgewood Investors
Pennsylvania
$332K -$260K -7,689 -43%
BCP
2046
Blue Chip Partners
Michigan
$331K -$10.7M -317,290 -97%
LWCFA
2047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$331K -$124K -3,680 -29%
CAAM
2048
Cornerstone Advisors Asset Management
Pennsylvania
$329K -$103K -3,035 -23%
GG
2049
Gleason Group
Kentucky
$329K +$3.31K +98 +1%
DWM
2050
Darwin Wealth Management
Florida
$329K -$6.59K -195 -2%
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