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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2026
Forefront Wealth Partners
Texas
$369K -$12.3K -32 -4%
PIM
2027
Provident Investment Management
Michigan
$368K -$26.1M -67,855 -99%
HCWM
2028
Hidden Cove Wealth Management
Washington
$368K -$9.63K -25 -3%
OWA
2029
Outlook Wealth Advisors
Texas
$368K -$24.7K -64 -6%
BWM
2030
BlackDiamond Wealth Management
New York
$367K +$60.1K +156 +20%
NAAA
2031
New Age Alpha Advisors
New York
$367K -$125K -324 -25%
KFGK
2032
Keystone Financial Group (Kentucky)
Kentucky
$367K +$87.9K +228 +31%
WCM
2033
Windward Capital Management
California
$366K -$6.55K -17 -2%
MA
2034
Maxele Advisors
Missouri
$366K -$3.85K -10 -1%
CSIC
2035
Clifford Swan Investment Counsel
California
$366K +$385 +1 +0.1%
CBTWT
2036
Community Bank & Trust (Waco, Texas)
Texas
$365K -$20K -52 -5%
APM
2037
Advanced Portfolio Management
New York
$365K
JIP
2038
Jaffetilchin Investment Partners
Florida
$364K -$356K -924 -50%
RWI
2039
Red Wave Investments
Pennsylvania
$364K
SHFA
2040
SC&H Financial Advisors
Maryland
$364K +$12.3K +32 +4%
BAM
2041
Broyhill Asset Management
North Carolina
$364K +$80.1K +208 +28%
CCAM
2042
Cascades Capital Asset Management
North Carolina
$362K -$10.4K -27 -3%
CT
2043
Clearstead Trust
Maine
$362K +$3.47K +9 +1%
PG
2044
Patten Group
Tennessee
$360K -$59.7K -155 -14%
HA
2045
Herold Advisors
New York
$359K +$56.3K +146 +19%
VAG
2046
VisionPoint Advisory Group
Texas
$358K +$357K +926 New
MCM
2047
Mitchell Capital Management
Kansas
$358K -$182K -472 -33%
SC
2048
Sapient Capital
Indiana
$357K -$1.43M -3,706 -80%
SIG
2049
Spinnaker Investment Group
California
$357K -$17.7K -46 -5%
GWP
2050
Gen-Wealth Partners
Michigan
$354K