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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
2026
King Wealth Management Group
Florida
$1M +$71.3K +2,860 +8%
HA
2027
Harfst & Associates
Wyoming
$996K -$1.77M -70,992 -66%
DRD
2028
Dennis R. Delaney
$996K +$15.9K +640 +2%
SEIA
2029
Signature Estate & Investment Advisors
California
$996K +$239K +9,576 +35%
TI
2030
Turner Investments
Pennsylvania
$994K +$909K +36,480 New
NCM
2031
Newgate Capital Management
Connecticut
$993K – – –
FCCM
2032
First City Capital Management
Georgia
$993K -$1.99K -80 -0.2%
HS
2033
Huntington Steele
Pennsylvania
$990K -$32.7K -1,312 -3%
SHWM
2034
Smith & Howard Wealth Management
Georgia
$984K +$136K +5,464 +18%
TWI
2035
Thomas White International
Illinois
$975K -$3.09K -124 -0.3%
GS
2036
Gagnon Securities
New York
$973K -$187K -7,508 -17%
CCM
2037
Colorado Capital Management
Colorado
$971K +$34.8K +1,396 +4%
AEPG
2038
American Economic Planning Group
New Jersey
$969K +$92K +3,692 +12%
AR
2039
Advisory Research
Illinois
$966K -$159K -6,380 -15%
HHGA
2040
Halbert Hargrove Global Advisors
California
$965K -$9.87K -396 -1%
GAM
2041
Garrison Asset Management
Arkansas
$965K +$3.49K +140 +0.4%
HCIA
2042
Hochman Cole Investment Advisors
Illinois
$963K -$19K -764 -2%
SCP
2043
Syntal Capital Partners
Texas
$960K – – –
TFCM
2044
Taylor Frigon Capital Management
Arizona
$951K -$797 -32 -0.1%
PRS
2045
Pinkerton Retirement Specialists
Idaho
$949K +$40.1K +1,608 +5%
GAM
2046
Gemmer Asset Management
California
$947K +$64.1K +2,572 +8%
IIC
2047
Integrated Investment Consultants
Michigan
$942K +$43.1K +1,728 +5%
AWM
2048
Affinity Wealth Management
Delaware
$939K +$47.4K +1,904 +6%
PCMC
2049
Paragon Capital Management (Colorado)
Colorado
$936K -$17.4K -700 -2%
SMG
2050
Spectrum Management Group
Indiana
$935K -$763K -30,612 -47%
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