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Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2026
Baltimore-Washington Financial Advisors
Maryland
$599K -$34.1K -736 -6%
CCM
2027
Charter Capital Management
Wisconsin
$599K -$25.4K -549 -4%
UWM
2028
Urban Wealth Management
California
$598K +$2.27K +49 +0.4%
CFFP
2029
Center for Financial Planning
Michigan
$598K -$32.5K -701 -6%
GPA
2030
Garrison Point Advisors
California
$598K -$8.95K -193 -2%
BCFD
2031
Boit C.F. David
$597K – – –
SAM
2032
Sawgrass Asset Management
Florida
$597K +$551K +11,896 New
HVIA
2033
Hudson Valley Investment Advisors
New York
$597K -$90.1K -1,944 -14%
LBC
2034
Leigh Baldwin & Co
New York
$596K -$27.1K -584 -5%
VIPI
2035
Vista Investment Partners II
Indiana
$595K -$159K -3,436 -22%
BW
2036
Bravera Wealth
North Dakota
$592K -$10.2K -220 -2%
SI
2037
Severin Investments
Missouri
$591K +$6.4K +138 +1%
MAWA
2038
Moss Adams Wealth Advisors
Washington
$590K +$89.2K +1,925 +20%
CV
2039
Counterweight Ventures
North Carolina
$589K – – –
ES
2040
ETF Store
Kansas
$589K +$7.32K +158 +1%
CIA
2041
Compass Ion Advisors
Pennsylvania
$588K -$19.6K -422 -3%
JC
2042
Jacobs & Co
California
$587K +$16.2K +350 +3%
FFB
2043
First Financial Bankshares
Texas
$586K -$9.46K -204 -2%
7WCP
2044
71 West Capital Partners
Massachusetts
$586K -$7.92K -171 -1%
RWP
2045
Ridgecrest Wealth Partners
California
$582K +$19.9K +430 +4%
EWS
2046
Eagle Wealth Strategies
New Jersey
$581K +$22.7K +489 +4%
APW
2047
Aurora Private Wealth
New Jersey
$581K -$23K -496 -4%
PP
2048
PFS Partners
New Jersey
$580K +$3.06K +66 +0.6%
MSWM
2049
Master's Wealth Management
Pennsylvania
$579K +$40.1K +865 +8%
GAM
2050
Grandview Asset Management
Pennsylvania
$579K -$14.7K -318 -3%
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