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Name Holding Trade Value Shares
Change
Change in
Stake
APSP
2026
Asset Planning Services (Pennsylvania)
Pennsylvania
$125K +$385 +1 +0.3%
SQA
2027
Simon Quick Advisors
New Jersey
$124K +$125K +325 New
CTB
2028
Country Trust Bank
Illinois
$122K +$25.4K +66 +26%
MFT
2029
Moisand Fitzgerald Tamayo
Florida
$118K -$23.1K -60 -16%
CL
2030
CSS LLC
Illinois
$118K +$77.8K +202 +189%
CWM
2031
Cranbrook Wealth Management
Michigan
$117K
LFG
2032
Larson Financial Group
Missouri
$117K +$385 +1 +0.3%
IRC
2033
Investors Research Corp
Georgia
$117K +$119K +308 New
LPWM
2034
Lake Point Wealth Management
Texas
$116K -$416K -1,080 -77%
WG
2035
Welch Group
Alabama
$116K -$396K -1,029 -77%
TIM
2036
Tortoise Investment Management
New York
$116K +$38.5K +100 +49%
MIM
2037
Macroview Investment Management
Maryland
$116K +$117K +305 New
TAIM
2038
TD Ameritrade Investment Management
Nebraska
$115K -$4.23K -11 -4%
IFA
2039
Interactive Financial Advisors
Illinois
$114K
WAS
2040
Winch Advisory Services
Wisconsin
$109K +$8.08K +21 +8%
AIS
2041
Accurate Investment Solutions
Pennsylvania
$108K +$24.6K +64 +29%
CA
2042
Centerpoint Advisors
Massachusetts
$105K
SCA
2043
Stuart Chaussee & Associates
California
$104K -$9.62K -25 -8%
APC
2044
Aspire Private Capital
North Carolina
$101K -$72.4K -188 -42%
EWM
2045
Endurance Wealth Management
Rhode Island
$101K +$5.77K +15 +6%
BCA
2046
Bray Capital Advisors
Florida
$99K
ACA
2047
Atlas Capital Advisors
Wyoming
$98.4K -$468K -1,215 -82%
LJHT
2048
Laurie J. Hall Trustee
$96K
TCCM
2049
Timber Creek Capital Management
Massachusetts
$95K
Walleye Capital
2050
Walleye Capital
New York
$95K +$96.2K +250 New