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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2026
Wintrust Investments
Illinois
$513K -$4.47M -13,653 -90%
CIM
2027
Chiron Investment Management
New York
$512K +$520K +1,590 New
SW
2028
Simplicity Wealth
New Jersey
$511K -$6.9M -21,097 -93%
KWM
2029
Keebeck Wealth Management
Illinois
$508K -$14.4K -44 -3%
FBT
2030
First Bankers Trust
Kentucky
$507K
LF
2031
Lantz Financial
Illinois
$507K -$67.1K -205 -12%
CIC
2032
Chase Investment Counsel
Virginia
$507K +$8.18K +25 +2%
ICP
2033
Interchange Capital Partners
Pennsylvania
$506K -$22.2K -68 -4%
RIS
2034
Retirement Income Solutions
Michigan
$506K
SEP
2035
Southland Equity Partners
Missouri
$506K -$327 -1 -0.1%
WFM
2036
Wolff Financial Management
Michigan
$505K
BONH
2037
Bank of New Hampshire
New Hampshire
$504K -$11.1K -34 -2%
MIC
2038
Maxi Investments CY
Cyprus
$503K -$1.36M -4,160 -73%
PIA
2039
Petredis Investment Advisors
Pennsylvania
$501K -$2.29K -7 -0.4%
SFP
2040
Shepherd Financial Partners
Massachusetts
$497K +$52.7K +161 +12%
SI
2041
Seeds Investor
New York
$497K +$90K +275 +22%
ECA
2042
Elevated Capital Advisors
Utah
$496K +$12.4K +38 +3%
RIG
2043
Ramiah Investment Group
Wisconsin
$495K -$353K -1,079 -41%
DWM
2044
Defined Wealth Management
Oregon
$495K +$3.6K +11 +0.7%
SWP
2045
Semus Wealth Partners
Florida
$493K +$11.4K +35 +2%
CCG
2046
Chatham Capital Group
Georgia
$493K +$3.27K +10 +0.7%
HDIM
2047
Hanson & Doremus Investment Management
Vermont
$490K -$23.6K -72 -5%
MCWS
2048
McKinley Carter Wealth Services
West Virginia
$489K +$1.31K +4 +0.3%
WAOTB
2049
Wealth Advisors of Tampa Bay
Florida
$488K +$31.1K +95 +7%
VWM
2050
Vigilare Wealth Management
Arizona
$487K