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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2026
Peak Financial Management
Massachusetts
$458K +$21.9K +543 +5%
CIC
2027
Chase Investment Counsel
Virginia
$457K +$447K +11,100 New
SC
2028
Syon Capital
California
$457K +$38.8K +962 +10%
LGA
2029
Lebenthal Global Advisors
New York
$456K -$5K -124 -1%
ACM
2030
Avalon Capital Management
California
$456K +$32.2K +800 +8%
BWM
2031
Bullock Wealth Management
Indiana
$455K -$36.3K -901 -8%
OL
2032
OneFund LLC
Florida
$454K +$4.03K +100 +0.9%
WHC
2033
Wulff, Hansen & Co
California
$454K -$6K -149 -1%
MWM
2034
Mattern Wealth Management
Kansas
$453K -$8.54K -212 -2%
WWM
2035
Waterway Wealth Management
Texas
$453K +$34.5K +855 +8%
HAIM
2036
Hunter Associates Investment Management
Pennsylvania
$453K -$5.04K -125 -1%
DWM
2037
Drive Wealth Management
Utah
$453K +$7.58K +188 +2%
BAM
2038
Boyar Asset Management
New York
$451K – – –
LIG
2039
Lokken Investment Group
Delaware
$451K -$10.5K -260 -2%
ABLA
2040
Alan B. Lancz & Associates
Ohio
$450K +$440K +10,910 New
BIA
2041
Bigelow Investment Advisors
Maine
$448K -$4.76K -118 -1%
W
2042
Wealthquest
Ohio
$448K -$77K -1,911 -15%
OWA
2043
One Wealth Advisors
California
$447K +$1.94K +48 +0.4%
SFWC
2044
Strategic Family Wealth Counselors
New Jersey
$446K -$64K -1,589 -13%
FNC
2045
First National Corp
Massachusetts
$446K -$7.13K -177 -2%
HS
2046
Horan Securities
United States
$446K -$12.7K -316 -3%
CT
2047
Clearstead Trust
Maine
$446K +$14.1K +351 +3%
MPAM
2048
Murphy Pohlad Asset Management
Minnesota
$445K – – –
OFS
2049
Oldfather Financial Services
Nebraska
$444K – – –
PSP
2050
Pacific Sage Partners
Washington
$444K +$18.3K +454 +4%
80 81
82
83 84