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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2026
Mosley Wealth Management
California
$602K +$7.09K +153 +1%
SSWM
2027
Sheets Smith Wealth Management
North Carolina
$599K -$13.1K -282 -2%
KA
2028
Klingman & Associates
New York
$599K +$108K +2,333 +24%
BWFA
2029
Baltimore-Washington Financial Advisors
Maryland
$599K -$34.1K -736 -6%
CCM
2030
Charter Capital Management
Wisconsin
$599K -$25.4K -549 -4%
UWM
2031
Urban Wealth Management
California
$598K +$2.27K +49 +0.4%
CFFP
2032
Center for Financial Planning
Michigan
$598K -$32.5K -701 -6%
GPA
2033
Garrison Point Advisors
California
$598K -$8.95K -193 -2%
BCFD
2034
Boit C.F. David
$597K – – –
SAM
2035
Sawgrass Asset Management
Florida
$597K +$551K +11,896 New
HVIA
2036
Hudson Valley Investment Advisors
New York
$597K -$90.1K -1,944 -14%
LBC
2037
Leigh Baldwin & Co
New York
$596K -$27.1K -584 -5%
VIPI
2038
Vista Investment Partners II
Indiana
$595K -$159K -3,436 -22%
BW
2039
Bravera Wealth
North Dakota
$592K -$10.2K -220 -2%
SI
2040
Severin Investments
Missouri
$591K +$6.4K +138 +1%
MAWA
2041
Moss Adams Wealth Advisors
Washington
$590K +$89.2K +1,925 +20%
CV
2042
Counterweight Ventures
North Carolina
$589K – – –
ES
2043
ETF Store
Kansas
$589K +$7.32K +158 +1%
CIA
2044
Compass Ion Advisors
Pennsylvania
$588K -$19.6K -422 -3%
JC
2045
Jacobs & Co
California
$587K +$16.2K +350 +3%
FFB
2046
First Financial Bankshares
Texas
$586K -$9.46K -204 -2%
7WCP
2047
71 West Capital Partners
Massachusetts
$586K -$7.92K -171 -1%
RWP
2048
Ridgecrest Wealth Partners
California
$582K +$19.9K +430 +4%
EWS
2049
Eagle Wealth Strategies
New Jersey
$581K +$22.7K +489 +4%
APW
2050
Aurora Private Wealth
New Jersey
$581K -$23K -496 -4%
80 81
82
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