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Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2026
Woodard & Company Asset Management Group
North Carolina
$205K -$354 -1 -0.2%
CG
2027
CFO4Life Group
Texas
$205K +$354 +1 +0.2%
HAS
2028
HBW Advisory Services
California
$205K +$219K +618 New
ICM
2029
Islay Capital Management
Texas
$205K +$223K +630 New
BCM
2030
BlueCrest Capital Management
Jersey
$204K +$221K +625 New
SFG
2031
SNS Financial Group
Minnesota
$203K +$25.8K +73 +13%
OFG
2032
OmniStar Financial Group
North Carolina
$201K -$6.02K -17 -3%
RCA
2033
Ranch Capital Advisors
Florida
$201K +$20.2K +57 +10%
CI
2034
CX Institutional
Indiana
$200K -$24.4K -69 -10%
RI
2035
Rudd International
Florida
$200K +$22.3K +63 +11%
SFPG
2036
Stonebridge Financial Planning Group
Florida
$200K +$218K +615 New
VCM
2037
Versant Capital Management
Arizona
$195K -$23.7K -67 -10%
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$192K -$59.8K -169 -22%
OSAM
2039
O'Shaughnessy Asset Management
Connecticut
$191K +$206K +582 +19,400%
FMTCOCP
2040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$186K – – –
LFG
2041
Larson Financial Group
Missouri
$184K +$37.5K +106 +23%
FWM
2042
FSA Wealth Management
Massachusetts
$174K +$189K +535 New
BSPF
2043
British Steel Pension Fund
United Kingdom
$171K – – –
PWMG
2044
Prestige Wealth Management Group
New Jersey
$171K – – –
VCS
2045
Vaughan & Co Securities
New Jersey
$168K +$182K +515 New
PCA
2046
Peddock Capital Advisors
Massachusetts
$167K +$181K +512 New
WFMPM
2047
Woodley Farra Manion Portfolio Management
Indiana
$166K +$181K +511 New
FL
2048
Fort LP
Maryland
$165K -$856K -2,417 -83%
BWM
2049
Baystate Wealth Management
Massachusetts
$164K +$27.6K +78 +18%
DWA
2050
Dougherty Wealth Advisers
Minnesota
$163K – – –
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