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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2026
Belmont Capital
California
– -$396K -2,177 Closed
SC
2027
Sapient Capital
Indiana
– -$395K -2,169 Closed
WGCA
2028
Wolf Group Capital Advisors
Virginia
– -$394K -2,163 Closed
GCIA
2029
Gabelli & Co Investment Advisers
New York
– -$349K -1,920 Closed
FCP
2030
Fidelis Capital Partners
Florida
– -$313K -1,917 Closed
PSF
2031
Pacific Sun Financial
California
– -$348K -1,913 Closed
W
2032
Wealthquest
Ohio
– -$342K -1,881 Closed
1IA
2033
1834 Investment Advisors
Wisconsin
– -$334K -1,836 Closed
BFWA
2034
Benchmark Financial Wealth Advisors
Florida
– -$321K -1,764 Closed
IWA
2035
IVC Wealth Advisors
Pennsylvania
– -$316K -1,738 Closed
WMP
2036
Wealth Management Partners
Arizona
– -$309K -1,695 Closed
FFS
2037
Founders Financial Securities
Maryland
– -$306K -1,680 Closed
NWM
2038
Northwest Wealth Management
Iowa
– -$305K -1,675 Closed
KCM
2039
KRS Capital Management
Michigan
– -$303K -1,667 Closed
GWM
2040
Gray Wealth Management
Maine
– -$299K -1,641 Closed
MAM
2041
MWA Asset Management
Massachusetts
– -$297K -1,632 Closed
PWM
2042
Prosperity Wealth Management
California
– -$295K -1,622 Closed
WC
2043
Waterloo Capital
Texas
– -$293K -1,610 Closed
OMIC
2044
Old Mission Investment Co
Michigan
– -$292K -1,607 Closed
MWA
2045
Midland Wealth Advisors
Illinois
– -$289K -1,588 Closed
ISWM
2046
Independent Solutions Wealth Management
New York
– -$286K -1,570 Closed
MIC
2047
Meridian Investment Counsel
California
– -$282K -1,548 Closed
OPWM
2048
Oxinas Partners Wealth Management
Indiana
– -$281K -1,543 Closed
NIM
2049
Northeast Investment Management
Massachusetts
– -$278K -1,530 Closed
AC
2050
Allstate Corporation
Illinois
– -$276K -1,516 Closed
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82
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