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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2026
Alaethes Wealth
Nevada
$65K +$65.3K +270 New
SCA
2027
Stuart Chaussee & Associates
California
$64K – – –
IHWM
2028
Iron Horse Wealth Management
Iowa
$64K +$967 +4 +2%
RCA
2029
Ranch Capital Advisors
Florida
$62K -$3.87K -16 -6%
MAM
2030
McCarthy Asset Management
California
$61K -$24.7K -102 -29%
PP
2031
Pacifica Partners
Canada
$61K -$16.9K -70 -21%
APC
2032
Aspire Private Capital
North Carolina
$60K – – –
JEST
2033
JTC Employer Solutions Trustee
Jersey
$60K +$60.4K +250 New
TFIPS
2034
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.9K – – –
TCCM
2035
Timber Creek Capital Management
Massachusetts
$59K – – –
TI
2036
Truehand Inc
New Hampshire
$59K – – –
CAM
2037
Costello Asset Management
Pennsylvania
$58K -$72.5K -300 -55%
HFM
2038
Harvest Fund Management
China
$58K – – –
SIA
2039
Sit Investment Associates
Minnesota
$57K – – –
FPFS
2040
First Personal Financial Services
North Carolina
$56K +$42.1K +174 +290%
ACM
2041
Anfield Capital Management
California
$56K +$56.8K +235 New
CFN
2042
Cordasco Financial Network
Florida
$55K +$2.42K +10 +5%
CFG
2043
CKW Financial Group
Hawaii
$55K +$7.25K +30 +15%
SOW
2044
State of Wyoming
Wyoming
$54K -$72.3K -299 -57%
SFO
2045
Standard Family Office
South Dakota
$54K +$9.43K +39 +21%
TAIM
2046
TD Ameritrade Investment Management
Nebraska
$52K +$6.04K +25 +13%
IRC
2047
Investors Research Corp
Georgia
$50K – – –
CC
2048
Cypress Capital
Tennessee
$50K +$11.1K +46 +29%
AF
2049
Arrow Financial
New York
$49K – – –
FEG
2050
Financial Enhancement Group
Indiana
$49K +$1.21K +5 +3%
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