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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Schubert & Co
Texas
$223K +$182K +2,526 New
PS
2027
Planned Solutions
California
$222K +$181K +2,516 New
OCM
2028
Osbon Capital Management
Massachusetts
$222K – – –
TFM
2029
TFC Financial Management
Massachusetts
$222K +$3.75K +52 +2%
PFA
2030
Presper Financial Architects
Ohio
$221K +$181K +2,512 New
WF
2031
WealthPoint Financial
North Carolina
$221K +$181K +2,506 New
BAM
2032
Belpointe Asset Management
Nevada
$221K +$180K +2,502 New
NAMNJ
2033
NorthStar Asset Management (New Jersey)
New Jersey
$220K +$180K +2,498 New
SIA
2034
SkyView Investment Advisors
New Jersey
$220K +$180K +2,500 New
NBWM
2035
North Berkeley Wealth Management
California
$220K +$180K +2,492 New
SMA
2036
Sage Mountain Advisors
Georgia
$219K +$179K +2,484 New
FWIA
2037
Fort Washington Investment Advisors
Ohio
$219K +$179K +2,480 New
NA
2038
Navellier & Associates
Nevada
$219K +$179K +2,480 New
AAM
2039
Alphadyne Asset Management
New York
$218K -$899K -12,470 -83%
BWM
2040
BigSur Wealth Management
Florida
$218K +$178K +2,472 New
CPW
2041
Cogent Private Wealth
Florida
$218K +$178K +2,472 New
NC
2042
North Capital
Utah
$218K +$178K +2,472 New
WB
2043
Webster Bank
Connecticut
$216K +$3.89K +54 +2%
SMC
2044
Smith, Moore & Co
Missouri
$216K +$176K +2,446 New
CFA
2045
Churchill Financial Advisors
Kentucky
$215K +$176K +2,440 New
MBWA
2046
Marin Bay Wealth Advisors
California
$214K +$175K +2,432 New
MBI
2047
May Barnhard Investments
Maryland
$214K +$175K +2,432 New
TAP
2048
Tounjian Advisory Partners
Florida
$214K -$1.56M -21,588 -90%
PNC
2049
Park National Corp
Ohio
$213K +$174K +2,418 New
GA
2050
GSG Advisors
New Jersey
$213K +$174K +2,416 New
80 81
82
83 84