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Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
2026
Sun Life Financial
Ontario, Canada
$81K +$445 +2 +0.6%
DTIM
2027
Danda Trouve Investment Management
Kansas
$80K -$8.89K -40 -11%
CQS
2028
Credential Qtrade Securities
$79K – – –
CWM
2029
Cranbrook Wealth Management
Michigan
$78K – – –
KFI
2030
Key Financial Inc
Pennsylvania
$76K – – –
MIM
2031
Macroview Investment Management
Maryland
$76K – – –
EP
2032
Elkhorn Partners
Nebraska
$76K +$66.7K +300 New
EWM
2033
Elmwood Wealth Management
California
$76K +$66.7K +300 New
AA
2034
AlphaMark Advisors
Kentucky
$74K – – –
RCA
2035
Ranch Capital Advisors
Florida
$70K +$4.45K +20 +8%
SCA
2036
Stuart Chaussee & Associates
California
$69K – – –
VCM
2037
Vigilant Capital Management
Maine
$68K -$154K -692 -72%
IHWM
2038
Iron Horse Wealth Management
Iowa
$68K +$7.33K +33 +14%
FP
2039
Fiduciary Planning
Florida
$66K +$8.89K +40 +18%
APC
2040
Aspire Private Capital
North Carolina
$64K – – –
TFIPS
2041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.7K – – –
TCCM
2042
Timber Creek Capital Management
Massachusetts
$63K – – –
AWM
2043
Activest Wealth Management
Florida
$63K +$54.9K +247 New
TI
2044
Truehand Inc
New Hampshire
$62K – – –
HFM
2045
Harvest Fund Management
China
$61K – – –
SIA
2046
Sit Investment Associates
Minnesota
$61K – – –
CWAF
2047
Core Wealth Advisors (Florida)
Florida
$61K +$18.9K +85 +54%
CFN
2048
Cordasco Financial Network
Florida
$56K -$5.11K -23 -9%
IRC
2049
Investors Research Corp
Georgia
$53K -$66.7K -300 -59%
AF
2050
Arrow Financial
New York
$52K -$3.33K -15 -7%
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