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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2026
Visionary Wealth Advisors
Illinois
$5.13M +$688K +4,140 +16%
WR
2027
WD Rutherford
Oregon
$5.12M +$16.6K +100 +0.3%
GAM
2028
Grandview Asset Management
Pennsylvania
$5.11M +$276K +1,660 +6%
I
2029
INVST
Indiana
$5.1M +$209K +1,260 +5%
IBOK
2030
Independence Bank of Kentucky
Kentucky
$5.09M +$110K +660 +2%
RCM
2031
RB Capital Management
Nevada
$5.08M +$66.5K +400 +1%
LFF
2032
Level Four Financial
Texas
$5.08M +$778K +4,680 +19%
GWS
2033
Glassman Wealth Services
Virginia
$5.08M -$931K -5,600 -16%
PMFA
2034
Plante Moran Financial Advisors
Michigan
$5.08M +$1.11M +6,660 +29%
SFO
2035
Stokes Family Office
Louisiana
$5.07M +$442K +2,660 +10%
PWM
2036
Purus Wealth Management
California
$5.06M – – –
BFG
2037
Beacon Financial Group
Texas
$5.06M +$199K +1,200 +4%
MS
2038
Marshall & Sullivan
Washington
$5.05M +$43.2K +260 +0.9%
SAM
2039
Sequent Asset Management
Texas
$5.04M -$3.32K -20 -0.1%
SFPG
2040
Stonebridge Financial Planning Group
Florida
$5.04M +$53.2K +320 +1%
RM
2041
Resource Management
Louisiana
$5.04M -$296K -1,780 -6%
HBT
2042
Heartland Bank & Trust
Illinois
$5.04M -$469K -2,820 -9%
RMAM
2043
Raab & Moskowitz Asset Management
New Jersey
$5.03M +$296K +1,780 +6%
CAM
2044
Contour Asset Management
New York
$5.02M +$4.85M +29,200 New
TIM
2045
Thornburg Investment Management
New Mexico
$5.02M -$3.81M -22,940 -44%
CM
2046
Crestline Management
Texas
$5.01M +$2.91M +17,520 +151%
VWM
2047
Vigilare Wealth Management
Arizona
$4.99M +$332K +2,000 +7%
PAMG
2048
Patton Albertson Miller Group
Tennessee
$4.96M -$293K -1,760 -6%
FPS
2049
Fieldpoint Private Securities
Connecticut
$4.96M -$834K -5,020 -14%
KHLMTHM
2050
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.94M – – –
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