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Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
2026
Fort Washington Investment Advisors
Ohio
$219K +$179K +1,240 New
NA
2027
Navellier & Associates
Nevada
$219K +$179K +1,240 New
AAM
2028
Alphadyne Asset Management
New York
$218K -$899K -6,235 -83%
BWM
2029
BigSur Wealth Management
Florida
$218K +$178K +1,236 New
CPW
2030
Cogent Private Wealth
Florida
$218K +$178K +1,236 New
NC
2031
North Capital
Utah
$218K +$178K +1,236 New
WB
2032
Webster Bank
Connecticut
$216K +$3.89K +27 +2%
SMC
2033
Smith, Moore & Co
Missouri
$216K +$176K +1,223 New
CFA
2034
Churchill Financial Advisors
Kentucky
$215K +$176K +1,220 New
MBWA
2035
Marin Bay Wealth Advisors
California
$214K +$175K +1,216 New
MBI
2036
May Barnhard Investments
Maryland
$214K +$175K +1,216 New
TAP
2037
Tounjian Advisory Partners
Florida
$214K -$1.56M -10,794 -90%
PNC
2038
Park National Corp
Ohio
$213K +$174K +1,209 New
GA
2039
GSG Advisors
New Jersey
$213K +$174K +1,208 New
GIA
2040
Gladstone Institutional Advisory
Florida
$213K -$174K -1,205 -50%
LRIA
2041
Leonard Rickey Investment Advisors
Washington
$213K +$174K +1,206 New
AA
2042
Alesco Advisors
New York
$213K -$449K -3,117 -72%
KAS
2043
Kemnay Advisory Services
New York
$212K +$93K +645 +115%
SW
2044
SteelPeak Wealth
California
$212K -$2.56M -17,788 -94%
VHAM
2045
Van Hulzen Asset Management
California
$212K +$173K +1,201 New
LK
2046
Lumbard & Kellner
New Hampshire
$212K -$115K -800 -40%
LCWM
2047
Legacy Capital Wealth Management
Texas
$212K +$173K +1,200 New
NCMW
2048
Northern Capital Management (Washington)
Washington
$212K +$173K +1,200 New
PIWA
2049
Prevail Innovative Wealth Advisors
Kansas
$211K +$173K +1,197 New
OWA
2050
Octavia Wealth Advisors
Ohio
$211K +$172K +1,194 New
80 81
82
83 84